NORTH STAR POLICY ACTION (EIN 880937712) - 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

2022

Legal Domicile

Principal Officer

JAKE SCHWITZER

Phone

6513009974

Tax Period

2023-01-01 to 2023-12-31

NORTH STAR POLICY ACTION, founded in 2022, is a small nonprofit that reported $311K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $120K, a strong 39% operating margin.

Mission

NORTH STAR POLICY ACTION IS AN INDEPENDENT RESEARCH & COMMUNICATIONS INSTITUTE THAT IS DEDICATED TO IMPROVING THE LIVES OF EVERYDAY MINNESOTANS BY ADVANCING BOLD IDEAS THAT CHANGE THE CONVERSATION & BRING COMMUNITIES TOGETHER. WE DEVELOP & PROMOTE DATA-DRIVEN SOLUTIONS TO PERSISTENT PROBLEMS THAT ALLOW WORKING PEOPLE TO THRIVE, NO MATTER WHO THEY ARE OR WHERE THEY LIVE.

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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 $310,553

Program Service Revenue $0

Investment Income $238

Other Revenue $0

TOTAL REVENUE $310,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $167,505

Fundraising Expenses $9,098

Program Expenses $154,108

Other Expenses $22,996

TOTAL EXPENSES $190,501

Year-over-Year Comparison

	2023	2022	Change
Revenue	$310,791	$200,172	+0.6%
Expenses	$190,501	$110,798	+0.7%
Net Income	$120,290	$89,374	+0.3%

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

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

$149,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAKE SCHWITZER	EXECUTIVE DIRECTOR	40.00	Officer	$149,000	$0	$149,000
KRIS FREDSON	TREASURER	1.00	Officer Director	$0	$0	$0
CARRIE LUCKING	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDY SNOPE	PRESIDENT	1.00	Officer Director	$0	$0	$0
BETHANY WINKELS	SECRETARY	1.00	Officer 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	$310,791	$190,501	$211,732	$120,290
2022	$200,172	$110,798	$89,619	$89,374

NORTH STAR POLICY ACTION