Minnetonka Teachers Association

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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

Principal Officer

ALLISON LUNDQUIST

Phone

6122320862

Tax Period

2024-09-01 to 2025-08-31

Minnetonka Teachers Association is a small nonprofit that reported $824K in total revenue in fiscal year 2024. Expenses of $771K left a modest 7% surplus.

Mission

PROVIDE LEGAL AND NEGOTIATION SERVICES TO EMPLOYMENT DISPUTES WITH THE DISTRICT AND PROVIDE MEETING SPACE AND FUNDING FOR MEMBERS EDUCATIONAL PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $770,733 Revenue: $761,378

REPRESENT MEMBERS IN COLLECTIVE BARGAINING, PROCESS GRIEVANCES, IMPROVE STATUS OF MEMBERS, PROMOTE IMPROVEMENT OF PUBLIC EDUCATION, ESTABLISH AND MAINTAIN PUBLIC RELATIONS WITHIN TEACHER RANKS AND...

REPRESENT MEMBERS IN COLLECTIVE BARGAINING, PROCESS GRIEVANCES, IMPROVE STATUS OF MEMBERS, PROMOTE IMPROVEMENT OF PUBLIC EDUCATION, ESTABLISH AND MAINTAIN PUBLIC RELATIONS WITHIN TEACHER RANKS AND THE COMMUNITY.

Program 2

NOT APPLICABLE

Program 3

NOT APPLICABLE

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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 $62,989

Program Service Revenue $761,316

Investment Income $126

Other Revenue $0

TOTAL REVENUE $824,431

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $144,109

Fundraising Expenses $0

Program Expenses $770,733

Other Expenses $624,624

TOTAL EXPENSES $770,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$824,431	$817,687	+0.0%
Expenses	$770,733	$825,950	-0.1%
Net Income	$53,698	$-8,263	-7.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER LIPINSKY	PRESIDENT	20.0	Officer Director	$0	$0	$0
HEATHER RICHINS	VP	10.0	Officer Director	$0	$0	$0
RACHEL CHASE	SECRETARY	4.0	Officer Director	$0	$0	$0
ALLISON LINDQUIST	TREASURER	4.0	Officer Director	$0	$0	$0
ANDY LUNDHEIM	GOV BRD REP	0.0	Director	$0	$0	$0
JULIE ROTHMAN	GOV BRD REP	1.0	Director	$0	$0	$0
MALORIE BROCKAMP	GPV BRD REP	1.0	Director	$0	$0	$0
JEN KITT	GOV BRD REP	1.0	Director	$0	$0	$0
MARY GABRIEL	GOV BRD REP	1.0	Director	$0	$0	$0
BRENDA WELLNER	GOV BRD REP	1.0	Director	$0	$0	$0
ANNE CLAIBORNE DAY	GOV BRD REP	1.0	Director	$0	$0	$0
BRENDAN MCCASHIN	GOV BRD REP	1.0	Director	$0	$0	$0
SANDY KATKOV	GOV BRD REP ENDED 04/30	1.0	Director	$0	$0	$0
XUECHEN WANG	GOV BRD REP	1.0	Director	$0	$0	$0
CHRYSTAL MARTY	GOV BRD REP	1.0	Director	$0	$0	$0
KAREN GOTZ	GOV BRD REP	1.0	Director	$0	$0	$0
CHARLES PLUMADORE	GOV BRD REP	1.0	Director	$0	$0	$0
JONATHAN NELSON	GOV BRD REP	1.0	Director	$0	$0	$0
SARAH GUTIERREZ	GOV BRD REP	1.0	Director	$0	$0	$0
JENNIFER PEARCE	GOV BRD REP	1.0	Director	$0	$0	$0
MARY CALLAHAN	GOV BRD REP	1.0	Director	$0	$0	$0
SONIA LABS	BOV BRD REP	1.0	Director	$0	$0	$0
AMY BIEBER	GOV BRD REP	1.0	Director	$0	$0	$0
LIZBETH ORTIZ-PEREZ	GOV BRD REP	1.0	Director	$0	$0	$0
TIM FELTY	GOV BRD REP	1.0	Key Emp	$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	$824,431	$770,733	$119,410	$53,698
2024	$817,687	$825,950	$65,712	$-8,263
2023	$723,623	$741,048	$73,975	$-17,425
2022	$795,705	$804,145	$91,400	$-8,440
2021	$710,740	$728,626	$169,035	$-17,886
2020	$739,555	$740,860	$117,726	$-1,305
2019	$668,127	$648,952	$144,100	$19,175
2018	$669,318	$668,402	$121,431	$916