MOUNDS VIEW SCHOOLS EDUCATION FOUNDATION (EIN 363579535) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

CHRIS HENKE

Phone

6127517974

Tax Period

2023-07-01 to 2024-06-30

MOUNDS VIEW SCHOOLS EDUCATION FOUNDATION is a 501(c)(3) with EIN 363579535, based in SHOREVIEW, MN. Founded in 1987, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $239,882 in total revenue and $224,970 in total expenses, with net assets of $789,096.

Mission

ENGAGE OUR COMMUNITY TO INVEST IN THE EXCELLENCE OF THE MOUNDS VIEW PUBLIC SCHOOLS SYSTEM.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $243,175

Program Service Revenue $7,284

Investment Income $14,635

Other Revenue $-25,212

TOTAL REVENUE $239,882

Expense Breakdown

Grants Paid $159,625

Salaries & Benefits $48,000

Fundraising Expenses $14,813

Program Expenses $170,701

Other Expenses $17,345

TOTAL EXPENSES $224,970

Year-over-Year Comparison

	2023	2022	Change
Revenue	$239,882	$171,579	+0.4%
Expenses	$224,970	$179,194	+0.3%
Net Income	$14,912	$-7,615	-3.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$38,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA DUFFY	EXECUTIVE DIRECTOR 2/1/24 - 6/30/24	20.00	Officer	$0	$0	$0
JON RUZEK	EXECUTIVE DIRECTOR 7/1/23 - 11/30/23	10.00	Officer	$38,000	$0	$38,000
ERIC RASMUSSEN	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JIM DEMAY	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
ANN CLARIDGE	TREASURER	2.00	Officer Director	$0	$0	$0
SHANNON BELLAND	SECRETARY	2.00	Officer Director	$0	$0	$0
AMANDA DEPHILLIPS	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELLEY DIFFLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW DOUGLASS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN GENTRY	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM GULLI	BOARD MEMBER	1.00	Director	$0	$0	$0
DARIN JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JJ KILLINS	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY PAETZNICK	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB REETZ	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM TAMBLE	BOARD MEMBER	1.00	Director	$0	$0	$0
NICK WOLD	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	No data	No data	No data	No data
2024	$239,882	$224,970	$1,448,376	$14,912
2023	$171,579	$179,194	$1,363,646	$-7,615
2022	$172,610	$166,610	$1,305,078	$6,000
2021	$140,717	$160,995	$1,464,786	$-20,278
2020	$229,416	$218,759	$1,414,553	$10,657
2019	$164,856	$110,067	$1,359,685	$54,789
2018	$158,112	$100,469	$1,299,835	$57,643

MOUNDS VIEW SCHOOLS EDUCATION FOUNDATION