MINNESOTA SCHOOL-BASED HEALTH ALLIANCE

EIN: 872013650 501(c)(3) Education

Minneapolis, MN

Total Revenue
$1,703,040
Total Expenses
$303,116
Total Assets
$1,600,168
Net Assets
$1,568,680
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
MN
Principal Officer
Shawna Hedlund
Phone
6128034308
Tax Period
2023-01-01 to 2023-12-31

MINNESOTA SCHOOL-BASED HEALTH ALLIANCE, founded in 2021, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 324% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 82% operating margin.

Mission

When we support children's health, we support learning. When we support learning, we support communities. The Alliance's priority is to ensure best practices in school based care, address sustainability and equity of care delivered in rural counties and health care deserts in Minnesota. School-based care is specialty care, and we are here to help schools define their needs and work with community partners to help fulfill those needs beyond what a school district can do on their own. Rooted in strong connections, the Alliance maintains internal and external relationships that have statewide impact and local influence. The Alliance works within communities to help identify gaps and opportunities for development of school health initiatives that foster student achievement and community vitality.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,702,953
Program Service Revenue $0
Investment Income $87
Other Revenue $0
TOTAL REVENUE $1,703,040

Expense Breakdown

Grants Paid $0
Salaries & Benefits $224,209
Fundraising Expenses $0
Program Expenses $281,867
Other Expenses $78,907
TOTAL EXPENSES $303,116

Year-over-Year Comparison

2023 2022 Change
Revenue $1,703,040 $401,341 +3.2%
Expenses $303,116 $232,685 +0.3%
Net Income $1,399,924 $168,656 +7.3%
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

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Liquidity & Cash Position

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

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Governance

Voting Members
12
Independent Members
12
Employees
2
Volunteers
12

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
4
$0
Total Directors
13
$0
Key Employees
2
$203,381
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Shawna Hedlund Executive Director 40
Key Emp Highest
$126,458 $0 $126,458
Constance Sheehan Program Manager 25
Key Emp
$76,923 $0 $76,923
Barbara Kyle Co-Chair 2
Officer Director
$0 $0 $0
Abbe Penziner-Bokde Co-Chair 2
Officer Director
$0 $0 $0
Paul Danicic Secretary 2
Officer Director
$0 $0 $0
Mary Jordan Treasurer 2
Officer Director
$0 $0 $0
Pat Beierwaltes Board Member 1
Director
$0 $0 $0
Jess Miehe Board Member 1
Director
$0 $0 $0
Sandy Naughton Board Member 1
Director
$0 $0 $0
Coral Garner Board Member 1
Director
$0 $0 $0
Juliana Tillema Board Member 1
Director
$0 $0 $0
Linda Dick-Olson Board Member 1
Director
$0 $0 $0
Kelly Robinson Board Member 1
Director
$0 $0 $0
Windlan Hall Board Member 1
Director
$0 $0 $0
Julie Neitzel-Carr Ex-officio 1
Director
$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 $1,703,040 $303,116 $1,600,168 $1,399,924
2023 $203,040 $303,116 $100,168 $-100,076
2022 $401,341 $232,685 $192,092 $168,656
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