MV ADVANCEMENTS (EIN 930568833) - 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

1966

Legal Domicile

Principal Officer

Dave Haugeberg

Phone

5034722248

Tax Period

2024-07-01 to 2025-06-30

MV ADVANCEMENTS, founded in 1966, is a community nonprofit that reported $9.0M in total revenue in fiscal year 2024.

Mission

Empowering people with disabilities to live their best lives.

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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 (2024)

Revenue Breakdown

Contributions & Grants $767,881

Program Service Revenue $7,785,343

Investment Income $299,602

Other Revenue $114,111

TOTAL REVENUE $8,966,937

Expense Breakdown

Grants Paid $726,744

Salaries & Benefits $6,653,584

Fundraising Expenses $60,456

Program Expenses $7,457,391

Other Expenses $1,332,450

TOTAL EXPENSES $8,712,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,966,937	$8,788,460	+0.0%
Expenses	$8,712,778	$7,870,671	+0.1%
Net Income	$254,159	$917,789	-0.7%

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

178

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

$170,468

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathy Schlotfeldt	Executive Direc	40.00	Officer	$150,000	$20,468	$170,468
Dave Haugeberg	President	3.00	Officer Director	$0	$0	$0
Scott Larsen	Vice President	1.00	Officer Director	$0	$0	$0
Lu Ann Anderson	Secretary	1.00	Officer Director	$0	$0	$0
Robert Laughlin	Treasurer	1.00	Officer Director	$0	$0	$0
Chris Browne	Board Member	1.00	Director	$0	$0	$0
Pam Lum	Board Member	1.00	Director	$0	$0	$0
Anthony Meeker	Audit Comm Chrm	1.00	Director	$0	$0	$0
Dave Morgan	Board Member	1.00	Director	$0	$0	$0
Tom Neal	Board Member	1.00	Director	$0	$0	$0
Carol McLeod	Board Member	1.00	Director	$0	$0	$0
Rose Lorenzen	Board Member	1.00	Director	$0	$0	$0
Luella Fritz	Board Member	1.00	Director	$0	$0	$0
Ron Noble	Board Member	1.00	Director	$0	$0	$0
Dean Klaus	Board Member	1.00	Director	$0	$0	$0
Adam Garvin	Board Member	1.00	Director	$0	$0	$0
Jordan Beanblossom	Board Member	1.00	Director	$0	$0	$0
Sue Huwaldt	Board Member	1.00	Director	$0	$0	$0
Diana Lett	Board Member	1.00	Director	$0	$0	$0
Janet Sasaki	Board Member	1.00	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
2025	$8,966,937	$8,712,778	$13,809,259	$254,159
2024	$8,788,460	$7,870,671	$12,917,996	$917,789
2023	$9,361,610	$8,269,467	$13,073,694	$1,092,143
2022	$6,552,818	$6,075,761	$10,476,386	$477,057
2021	$6,503,945	$5,316,747	$9,682,205	$1,187,198
2020	$6,710,254	$6,421,698	$8,303,226	$288,556
2019	$7,234,435	$6,835,689	$7,920,187	$398,746
2019	$7,234,435	$6,835,689	$7,920,187	$398,746
2018	$7,686,290	$7,417,673	$7,749,970	$268,617

MV ADVANCEMENTS