Whittier Alliance EIN 41-1315023

Whittier Alliance

EIN  41-1315023 Public charity (501(c)(3)) Minneapolis, MN
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Improves a neighborhood to make it flourish and distinctive.
Leadership
Anna Schmitz · Executive Director · $38K
Money in and out
$332K revenue, $316K expenses
Bottom line
77% program efficiency

Improves a neighborhood to make it flourish and distinctive. For fiscal year 2024 it reported $332K in revenue, $316K in expenses, and $737K in net assets.Pt I

Where the money goes · FY2024
Total revenue
$332K
Pt VIII · Ln 12
Total expenses
$316K
Pt IX · Ln 25
Net assets
$737K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $15K
Where spending went · Part IX cols B–D
Program services $0.77 Management & general $0.22 Fundraising $0.01
Program efficiency
77%
of spending reaches programs▲ +9% vs prior filing year
Operating runway
15.4mo
months of highly liquid reserves at operating expense rate▼ -34% vs prior filing year
Surplus margin
+5%
revenue over expenses, this year▼ -76% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$332K
FY2024▲ +11%
Expenses
$316K
FY2024▲ +31%
Total assets
$737K
FY2024▲ +2%
Total liabilities
$139
FY2024▼ -70%
Total revenue
$332K
Pt VIII · Ln 12
Total expenses
$316K
Pt IX · Ln 25
Net assets
$737K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$15K
Total assetsPt X · Ln 16$737K
Program-expense ratioPt IX · col B77%
Voting members of governing bodyPt I · Ln 314
Independent voting membersPt I · Ln 414
Mission & Programs · Part III

Where the work happens

1 program service account for $243K of program spending, described in the organization's own filed words · FY2024.
01

In 2024, Whittier Alliance continued its renter support work, brought neighbors together through a variety of free events, continued the 2116 Nicollet partnership project, and brought on a new Executive Director.

$243Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CWhittier Alliance
EINHdr · item D41-1315023
Principal addressHdr · item CMinneapolis, MN
WebsiteHdr · item Jwww.whittieralliance.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MMN
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFCrime & Legal (I20Z)
Ruling yearIRS BMFFeb 1978

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a14
Independent voting membersPt VI · Ln 1b14
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Director
$38,311Pt VII · Sec A
Executive Director
$4,860Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Anna Schmitz’s $38K as Executive Director is at the 16th percentile of top reported officer pay among 1398 $100K–1M crime & legal nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kaley Brown$4,860$75,878$71,111$67,975$66,692
Anna Schmitz$38,311

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$261K · 79%
Program service revenue$62K · 19%
Investment income$9K · 3%
Contributions & grants79%$261K
Program service revenue19%$62K
Investment income3%$9K
— government grantsLn 1e$258K
Total revenueLn 12$332K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.77 Management & general $0.22 Fundraising $0.01
Program services77%$243K
Management & general22%$69K
Fundraising1%$4K
Total functional expensesLn 25$316K

Balance Sheet

Part X · end of year
CashLn 1$406K
Total assetsLn 16$737K
Total liabilitiesLn 26$139
Total net assetsLn 32$737K
Months of cash on handcomputed15.4

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $406K · Operating expenses/yr $316K
15.4 months
Where the money goes
Program services
Program services $243K · Total expenses $316K
77%
Management & General
Management & general $69K · Total expenses $316K
22%
Fundraising
Fundraising $4K · Total expenses $316K
1%
Cost to raise $1
Fundraising expense (3-yr avg) $5K · Solicited contributions (3-yr avg) $22K
$0.23 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $261K · Total revenue $332K
79%
Government reliance
Government grants $258K · Total revenue $332K
78%
Earned-income share
Program service revenue $62K · Total revenue $332K
19%
Investment reliance
Investment income $9K · Total revenue $332K
+3%
Program self-sufficiency
Program service revenue $62K · Total expenses $316K
20%
Growth & trend
Revenue growth (YoY)
This year $332K · Prior year $300K
+11%
Revenue CAGR
FY2020 $385K · FY2024 $332K
-4%
Net-asset trend (YoY)
End of year $737K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $332K · Expenses $316K
+5%
Liabilities-to-Assets
Total liabilities — · Total assets $737K
Net-asset ratio
Net assets $737K · Total assets $737K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $737K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Anna Schmitz · Reported title Executive Director · Highest reported compensation $38K · Total expenses $316K
12%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $179K · Total expenses $316K
57%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 77%
Overhead ratio 22%
Fundraising cost ratio 2%
Revenue growth 11%
Accounting fee ratio 3%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$25
Grants paid · 8 grants · $48K · 2020–2020
Emmanuel Minter (fit First Running)FY2020$6,000
Ecobuddies INCFY2020$6,000
Wiilo CafeFY2020$6,000
Venus UnveiledFY2020$6,000
Healing Path Welless ServicesFY2020$6,000
Gm AutoFY2020$6,000
G&l FurnitureFY2020$6,000
Sunny's Beauty SupplyFY2020$6,000

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$332K revenue · viewing · ⤓ 990 PDF
FY2023$300K revenue · ⤓ 990 PDF
FY2022$246K revenue · ⤓ 990 PDF
FY2021$332K revenue · ⤓ 990 PDF
FY2020$385K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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