CITIZENS UTILITY BOARD OF MINNESOTA

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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

2016

Legal Domicile

Principal Officer

ANNA LEVENSON-FALK

Phone

6513004701

Tax Period

2023-01-01 to 2023-12-31

CITIZENS UTILITY BOARD OF MINNESOTA, founded in 2016, is a small nonprofit in the Civil Rights & Advocacy sector that reported $427K in total revenue in fiscal year 2023. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $763K exceeded revenue, resulting in a 79% operating deficit.

Mission

THE CITIZENS UTILITY BOARD (CUB) OF MINNESOTA CHAMPIONS AFFORDABLE, RELIABLE, SAFE, AND CLEAN HOME ENERGY FOR ALL MINNESOTANS.

Program Service Accomplishments

Program 1

Expenses: $482,099

POLICY AND REGULATORY: THE CITIZENS UTILITY BOARD OF MINNESOTA'S (CUB'S) POLICY ADVOCACY PROGRAM MAKES CONSUMER INTERESTS HEARD IN DECISION MAKING AT THE MINNESOTA PUBLIC UTILITIES COMMISSION (PUC)...

Program 2

Expenses: $142,528 Revenue: $5,994

OUTREACH: CUB'S CONSUMER OUTREACH PROGRAM EDUCATES CONSUMERS ABOUT THEIR ENERGY OPTIONS AND OFFERS PERSONALIZED GUIDANCE ON HOW TO LOWER BILLS, GET CLEAN ENERGY, AND ADDRESS ANY ISSUES CONSUMERS HAVE...

Program 3

Expenses: $55,473

COMMUNICATIONS: CUB'S COMMUNICATIONS MADE MINNESOTANS AWARE OF UTILITY ISSUES THAT AFFECT THEM THROUGH OUR EMAIL NEWSLETTER, SOCIAL MEDIA PRESENCE, AND CITATIONS BY LOCAL, STATE, AND NATIONAL NEWS...

COMMUNICATIONS: CUB'S COMMUNICATIONS MADE MINNESOTANS AWARE OF UTILITY ISSUES THAT AFFECT THEM THROUGH OUR EMAIL NEWSLETTER, SOCIAL MEDIA PRESENCE, AND CITATIONS BY LOCAL, STATE, AND NATIONAL NEWS OUTLETS.

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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 $400,221

Program Service Revenue $5,994

Investment Income $20,401

Other Revenue $0

TOTAL REVENUE $426,616

Expense Breakdown

Grants Paid $0

Salaries & Benefits $560,832

Fundraising Expenses $16,484

Program Expenses $680,100

Other Expenses $202,509

TOTAL EXPENSES $763,341

Year-over-Year Comparison

	2023	2022	Change
Revenue	$426,616	$1,455,710	-0.7%
Expenses	$763,341	$790,298	0.0%
Net Income	$-336,725	$665,412	-1.5%

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

Volunteers

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

$139,458

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEVERLY JONES HEYDINGER	BOARD MEMBER	0.25	Director	$0	$0	$0
KAREN MOE	BOARD MEMBER	0.25	Director	$0	$0	$0
BRIAN ROSS	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
MICHELLE MEDINA GERMAN	BOARD TREASURER	0.50	Officer Director	$0	$0	$0
BRET PENCE	BOARD SECRETARY	0.50	Officer Director	$0	$0	$0
ROBERT BLAKE	BOARD MEMBER	0.25	Director	$0	$0	$0
TENZIN GAKYI	BOARD MEMBER	0.25	Director	$0	$0	$0
DRALANDRA LARKINS	BOARD MEMBER	0.25	Director	$0	$0	$0
BUDDY ROBINSON	BOARD MEMBER	0.25	Director	$0	$0	$0
DINAH SWAIN	BOARD MEMBER	0.25	Director	$0	$0	$0
ANNA LEVENSON-FALK	EXECUTIVE DIRECTOR	40.00	Officer	$129,584	$9,874	$139,458
BRIAN EDSTROM	SENIOR REGULATORY ADVOCATE	40.00	Highest	$106,620	$3,125	$109,745

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	$426,616	$763,341	$921,892	$-336,725
2022	$1,455,710	$790,298	$1,312,238	$665,412
2021	$465,627	$760,523	$543,497	$-294,896
2020	$924,404	$545,983	$761,452	$378,421
2019	$244,779	$517,622	$391,139	$-272,843
2018	$795,506	$368,906	$657,935	$426,600