Civic Intelligence

Epilepsy Foundation of Minnesota Inc

EIN 41-0874541 • 501(c)3 • Bloomington, MN

View Organization Page

Profile

The EFMN envisions a world where people with seizures realize their full potential. EFMN offers programs that serve people affected by epilepsy and raises public awareness of the condition.

7760 France Ave S 210Bloomington, MN 55435

www.efmn.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.13x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.51x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

11th percentile

-25%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$165,203

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

35th percentile

-0.2%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

2.1%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$8,516,493

Down $18,336 (-0.2%) from 2023

Liabilities

Up

$1,090,758

Up $285,624 (+35%) from 2023

Net Assets

Down

$7,425,735

Down $303,960 (-3.9%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin11th percentile

Revenue

Up

$2,130,436

Up $43,595 (+2.1%) from 2023

Expenses

Down

$2,660,211

Down $368,448 (-12%) from 2023

Net Income

Up

-$529,775

Up $412,043 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $1,918,132Liabilities 2011: $174,911Net Assets 2011: $1,743,2212011Assets 2012: $1,913,460Liabilities 2012: $154,815Net Assets 2012: $1,758,6452012Assets 2013: $2,060,564Liabilities 2013: $209,324Net Assets 2013: $1,851,2402013Assets 2014: $2,364,290Liabilities 2014: $127,500Net Assets 2014: $2,236,7902014Assets 2015: $2,947,085Liabilities 2015: $167,580Net Assets 2015: $2,779,5052015Assets 2016: $3,418,947Liabilities 2016: $200,103Net Assets 2016: $3,218,8442016Assets 2017: $3,935,689Liabilities 2017: $206,307Net Assets 2017: $3,729,3822017Assets 2018: $4,040,783Liabilities 2018: $204,184Net Assets 2018: $3,836,5992018Assets 2019: $4,608,798Liabilities 2019: $241,206Net Assets 2019: $4,367,5922019Assets 2020: $4,543,880Liabilities 2020: $196,912Net Assets 2020: $4,346,9682020Assets 2021: $4,704,963Liabilities 2021: $704,567Net Assets 2021: $4,000,3962021Assets 2022: $9,009,057Liabilities 2022: $580,521Net Assets 2022: $8,428,5362022Assets 2023: $8,534,829Liabilities 2023: $805,134Net Assets 2023: $7,729,6952023Assets 2024: $8,516,493Liabilities 2024: $1,090,758Net Assets 2024: $7,425,7352024

Highlighted filing

2024

Assets$8,516,493
Liabilities$1,090,758
Net Assets$7,425,735
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $1,687,005Expenses 2011: $1,345,333Net Income 2011: $341,6722011Revenue 2012: $1,381,639Expenses 2012: $1,429,925Net Income 2012: -$48,2862012Revenue 2013: $1,695,498Expenses 2013: $1,677,705Net Income 2013: $17,7932013Revenue 2014: $2,155,819Expenses 2014: $1,737,498Net Income 2014: $418,3212014Revenue 2015: $2,507,721Expenses 2015: $2,029,891Net Income 2015: $477,8302015Revenue 2016: $2,475,811Expenses 2016: $2,101,750Net Income 2016: $374,0612016Revenue 2017: $2,629,077Expenses 2017: $2,228,406Net Income 2017: $400,6712017Revenue 2018: $2,702,905Expenses 2018: $2,408,084Net Income 2018: $294,8212018Revenue 2019: $2,526,134Expenses 2019: $2,253,366Net Income 2019: $272,7682019Revenue 2020: $1,557,152Expenses 2020: $1,745,662Net Income 2020: -$188,5102020Revenue 2021: $1,869,642Expenses 2021: $2,256,373Net Income 2021: -$386,7312021Revenue 2022: $7,765,703Expenses 2022: $2,968,182Net Income 2022: $4,797,5212022Revenue 2023: $2,086,841Expenses 2023: $3,028,659Net Income 2023: -$941,8182023Revenue 2024: $2,130,436Expenses 2024: $2,660,211Net Income 2024: -$529,7752024

Highlighted filing

2024

Revenue$2,130,436
Expenses$2,660,211
Net Income-$529,775
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,516,493
Liabilities
$1,090,758
Net assets
$7,425,735
Revenue
$2,130,436
Expenses
$2,660,211
Net income
-$529,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.52$1.09$7.43$2.13$2.66$0.53
2023Detailed filing. Detailed filing data is available for this year.$8.53$0.81$7.73$2.09$3.03$0.94
2022Detailed filing. Detailed filing data is available for this year.$9.01$0.58$8.43$7.77$2.97$4.80
2021Detailed filing. Detailed filing data is available for this year.$4.70$0.70$4.00$1.87$2.26$0.39
2020Detailed filing. Detailed filing data is available for this year.$4.54$0.20$4.35$1.56$1.75$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.61$0.24$4.37$2.53$2.25$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.04$0.20$3.84$2.70$2.41$0.29
2017Detailed filing. Detailed filing data is available for this year.$3.94$0.21$3.73$2.63$2.23$0.40
2016Detailed filing. Detailed filing data is available for this year.$3.42$0.20$3.22$2.48$2.10$0.37
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.17$2.78$2.51$2.03$0.48
2014Detailed filing. Detailed filing data is available for this year.$2.36$0.13$2.24$2.16$1.74$0.42
2013Summary only. Only limited summary data is available for this year.$2.06$0.21$1.85$1.70$1.68$0.02
2012Summary only. Only limited summary data is available for this year.$1.91$0.15$1.76$1.38$1.43$0.05
2011Summary only. Only limited summary data is available for this year.$1.92$0.17$1.74$1.69$1.35$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 18, 2025
Return Version
2024v5.2
Gross Receipts
$9,125,652
Mission and Program Overview

Mission

The efmn envisions a world where people with seizures realize their full potential. Efmn offers programs that serve people affected by epilepsy and raises public awareness of the condition.

Epilepsy foundation of minnesota (efmn) improves the lives of people affected by epilepsy through education, advocacy, and connection. So no one faces epilepsy alone.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,800,004$6,560,150▼ $239,854
Cash and Non-Interest-Bearing Accounts$527,775$443,078▼ $84,697
Accounts Receivable$133,516$146,273▲ $12,757
Pledges and Grants Receivable$6,157$44,974▲ $38,817
Prepaid Expenses and Deferred Charges$52,948$44,798▼ $8,150
Land, Buildings, and Equipment, Net$16,042$27,179▲ $11,137
Total Assets$8,534,829$8,516,493▼ $18,336
Other Assets Total$998,387$1,250,041▲ $251,654
Liabilities
Other Liabilities$506,386$768,079▲ $261,693
Accounts Payable and Accrued Expenses$266,344$305,621▲ $39,277
Mortgage Notes Payable Secured by Investment Property$32,404$17,058▼ $15,346
Total Liabilities$805,134$1,090,758▲ $285,624
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,389,723$5,406,612▲ $16,889
Net Assets Without Donor Restrictions$2,339,972$2,019,123▼ $320,849
Total Net Assets Fund Balance$7,729,695$7,425,735▼ $303,960
Total Liabilities and Net Assets / Fund Balance$8,534,829$8,516,493▼ $18,336

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$24,640$107,213$131,853
Equipment$2,539-$2,539
Other Assets Org$494,149--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,591,132-▲ $323,176$569,356$5,344,952
2023$5,474,113-▲ $380,552$263,533$5,591,132
2022$424,277$5,071,522▼ $9,811$11,875$5,474,113
2021$392,029-▲ $32,248-$424,277
2020$355,447-▲ $36,582-$392,029
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenna CarterAssoc Exec Dir, Mission &FT$159,651$5,552$165,203
Brooks AndersonAssoc Exec Dir, OpsFT$130,420$11,194$141,614
Angela MarinoAssoc Exec Dir, Chief of SFT$128,420$12,302$140,722
Katie GamadesAssoc Exec Director of AdvancemFT$128,420$9,099$137,519
Amy HaugenSr. Director of ProgramsFT$109,945$13,061$123,006
Glen LloydExecutive DirectorFT$59,507$2,040$61,547

Board Members and Trustees

NameTitle
Trisha ZellerImmediate Past President
Erica HolzerPresident
KATIE O'SULLIVANVice President (1/1/21-5/31/24)
Anna MilzVice President (part-year)
Anne Barnwell Ms Crc Cprp CbisMember at Large
Aura Wharton-beck EddMember at Large
Barbara Jauquet-kalinoskiMember at Large
Carolina Sandoval-garcia MdMember at Large
Cole DaviesMember at Large
Hannah BainesMember at Large
Karen DalyMember at Large
Kinshuk Sahaya Md MbaMember at Large
Kristen ThoenMember at Large
Kyah Altiere Msw LicswMember at Large
Manka Nkimbeng Phd Mph BsnMember at Large
Michael MarcotteMember at Large
Michele Peterson MdMember at Large
Nicole Beauvaispa-c Mms Mph CssbbMember at Large
Patricia Penovich MdMember at Large
Patrick DustinMember at Large
Paul ReineckMember at Large
Rachel BoevingMember at Large
Sima PatelMember at Large
Stephanie MegalMember at Large
Zack FriskMember at Large
Jennifer HoverMember at Large (1/1/23-9/19/24)
Grace WilderMember at Large (1/1/24-11/11/24)
Meaghan MoriartySecretary
Paul DelaneyTreasurer (1/1/21-5/6/24)
Ann JonesTreasurer (part-year)
Revenue and Support

Revenue Composition

Contributions and Grants
$3,789,269
Program Service Revenue
$48,451
Investment Income
$208,022
Other Revenue
$-1,915,306
All Other Contributions
$3,682,317
Change in Net Assets
$-529,775

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$2,851,363Per Pound Price
Total Noncash Contributions$2,851,363-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,079,498
Revenue Not Reported on Financial Statements
$50,938
Revenue Not Reported on Form 990
$229,805
Total Revenue per Audited Statements
$2,309,303
Total Revenue per Form 990
$2,130,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,688,716
Other Expenses$971,495
Total Fundraising Expense$476,902
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$579,377$12,654$189,607$781,638
Current Officers, Directors, Trustees, and Key Employees$435,959$185,551$95,177$716,687
Fees for Services Other$77,519$92,563$3,271$173,353
Payroll Taxes$72,617$14,288$20,606$107,511
Information Technology$46,535$10,219$16,733$73,487
Occupancy$46,403$8,177$14,757$69,337
Office Expenses$39,663$2,874$10,708$53,245
Fees for Service Investment Mgmnt Fees-$50,938-$50,938
Other Employee Benefits$33,674$5,726$6,466$45,866
Pension Plan Contributions$25,082$4,896$7,036$37,014
Fees for Services Lobbying$12,021$14,354$1,125$27,500
Advertising$1,175$630$25,566$27,371
Insurance$21,500$1,807$3,393$26,700
Travel$18,694$2,040$3,575$24,309
Fees for Services Accounting$9,190$10,974$861$21,025
Other Expenses$2,258$2,730$398$5,386
Conferences and Meetings$846$2,613$188$3,647
Depreciation Depletion$1,434$253$456$2,143
Total Functional Expenses$99,349$0$99,349$198,698

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,660,211
Total Expenses per Audited Statements$2,613,263
Expenses per Audited Statements$2,609,273
Expenses Not Reported on Financial Statements$50,938
Expenses Not Reported on Form 990$3,990
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$768,079
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Following completion of the annual audit, a draft of the form 990 is prepared by the auditors and reviewed by management. The draft is then presented to the board of directors. The board reviews and discusses the 990, then passes a resolution to approve the 990 as a part of the report to the state of minnesota.”

Form 990, Part VI, Section B, Line 12C

“All board members must sign a conflict of interest statement stating that they are aware of the conflict of interest policies and procedures. Annually the board member must identify any potential conflicts of interest. The information is gathered and reviewed by the board president and held for reference throughout the year.”

Form 990, Part VI, Section B, Line 15

“The executive committee reviews the executive director measuring them against objectives that are set annually. This information is reported to the board of directors. The executive director reviews key employees annually.”

Form 990, Part VI, Section C, Line 18

“The foundation's 990 is available to the public upon request at the office of the foundation.”

Form 990, Part VI, Section C, Line 19

“The foundation's policies regarding its governing documents, conflict of interest policy and financial statements are available to the public upon request at the office of the foundation.”

Filing and Contact Details

Filer

Filer Name
Epilepsy Foundation of Minnesota Inc
EIN
41-0874541
Phone
6512872300
Address
7760 FRANCE AVE S 210, BLOOMINGTON, MN 55435

Signing Officer

Name
Jenna Carter
Title
Exec. Director
Phone
6512872300
Signed
2025-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenna Carter
Formed
1954
Legal Domicile
Mn
Voting Board Members
26
Independent Board Members
26
Employees
46
Volunteers
113

Preparer

Firm
Sdk CPA
Address
100 WASHINGTON AVE S STE 1600, MINNEAPOLIS, MN 55401
Preparer
Wendy Harden CPA
Phone
6123325500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Asc 740 footnote accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken an uncertain tax position that more likely than not would be sustained upon examination by taxing authorities. Management evaluated the organization's tax positions and concluded that the organization had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance.”

Form 990, Schedule D, Part XII, Line 4A

“Investment fees investment fees are netted against investment revenue on the audited financial statements. On form 990, they are included with investment management fees on the statement of functional expenses part ix.”

Raw XML AppendixShowing 400 of 765 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0EPILEPSY FOUNDATION OF MINNESOTA (EFMN) IMPROVES THE LIVES OF PEOPLE AFFECTED BY EPILEPSY THROUGH EDUCATION, ADVOCACY, AND CONNECTION. SO NO ONE FACES EPILEPSY ALONE.
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IRS990/Desc0CONNECT: THE EPILEPSY FOUNDATION OF MINNESOTA (EFMN) ENHANCES THE ABILITY OF MINNESOTANS WITH EPILEPSY AND THEIR CAREGIVERS TO MANAGE EPILEPSY BY TEACHING RESEARCH-BASED EPILEPSY MANAGEMENT STRATEGIES AND FOSTERING STRONG NETWORKS OF SOCIAL SUPPORT. OUR CONNECTION-FOCUSED PROGRAMS ENGAGED 3,231 MINNESOTANS IN 2024 AND INCLUDE CONNECT GROUPS (PEER-BASED SUPPORT GROUPS), CAMP PROGRAMS (DAY, FAMILY, AND RESIDENT CAMPS), SOCIAL EVENTS FOR ALL AGES, AND SHINING STARS (A PROGRAM FOR YOUTH WITH EPILEPSY, AGES 0-17).
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER (PART-YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT (PART-YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER AT LARGE (1/1/24-11/11/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER AT LARGE (1/1/23-9/19/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT (1/1/21-5/31/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TREASURER (1/1/21-5/6/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt24MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt25MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt26MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt27MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt28IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt29MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt30SR. DIRECTOR OF PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt31ASSOC EXEC DIR, CHIEF OF S
IRS990/Form990PartVIISectionAGrp/TitleTxt32ASSOC EXEC DIR, OPS
IRS990/Form990PartVIISectionAGrp/TitleTxt33EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt34ASSOC EXEC DIR, MISSION &
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