MINNESOTA WORKERS COMPENSATION SYMPOSIUM (EIN 800333538) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

AMY BERG

Phone

6129730549

Tax Period

2023-01-01 to 2023-12-31

MINNESOTA WORKERS COMPENSATION SYMPOSIUM, founded in 2009, is a small nonprofit in the Employment sector that reported $117K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $44K, a strong 37% operating margin.

Mission

THE PURPOSE OF MINNESOTA WORKERS' COMPENSATION SYMPOSIUM IS TO SUPPORT AND CONDUCT EDUCATIONAL AND INFORMATIONAL ACTIVITIES FOR EMPLOYERS, INSURERS, BROKERS AND CLAIM PROFESSIONALS WHO WORK IN THE MINNESOTA WORKERS' COMPENSATION INDUSTRY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $116,915

Investment Income $2

Other Revenue $0

TOTAL REVENUE $116,917

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,659

Other Expenses $73,314

TOTAL EXPENSES $73,314

Year-over-Year Comparison

	2023	2022	Change
Revenue	$116,917	$101,279	+0.2%
Expenses	$73,314	$125,371	-0.4%
Net Income	$43,603	$-24,092	-2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT COUNTRYMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
CINDY VAN EYLL	BOARD MEMBER	N/A	Director	$0	$0	$0
GREGG JOHNSON	BOARD MEMBER	N/A	Director	$0	$0	$0
AMY MUELLER	BOARD MEMBER	N/A	Director	$0	$0	$0
JULIE RAATZ	BOARD MEMBER	N/A	Director	$0	$0	$0
AMY BERG	PRESIDENT	N/A	Officer	$0	$0	$0
NICK MICHELETTI	TREASURER	N/A	Officer	$0	$0	$0
KELLEY SOLHEID	VICE PRESIDE	N/A	Officer	$0	$0	$0
MARY WELLS	SECRETARY	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$116,917	$73,314	$68,818	$43,603
2022	$101,279	$125,371	$25,215	$-24,092
2021	$62,731	$73,027	$53,310	$-10,296
2020	$25	$10,524	$99,616	$-10,499
2019	$97,486	$96,343	$47,390	$1,143
2018	$113,218	$108,242	$77,772	$4,976

MINNESOTA WORKERS COMPENSATION SYMPOSIUM