FRIENDS SCHOOL OF MINNESOTA (EIN 363586741) - 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

1988

Legal Domicile

Principal Officer

JOE MUELLER

Phone

6519170636

Tax Period

2024-07-01 to 2025-06-30

FRIENDS SCHOOL OF MINNESOTA, founded in 1988, is a community nonprofit in the Education sector that reported $3.3M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO PREPARE CHILDREN TO EMBRACE LIFE, LEARNING, AND COMMUNITY WITH HOPE, SKILL, UNDERSTANDING AND CREATIVITY. WE ARE COMMITTED TO THE QUAKER VALUES OF PEACE, JUSTICE, SIMPLICITY AND INTEGRITY.

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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 $572,875

Program Service Revenue $2,056,355

Investment Income $43,273

Other Revenue $599,252

TOTAL REVENUE $3,271,755

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,340,489

Fundraising Expenses $270,094

Program Expenses $2,056,689

Other Expenses $901,219

TOTAL EXPENSES $3,241,708

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,271,755	$2,912,599	+0.1%
Expenses	$3,241,708	$3,198,148	+0.0%
Net Income	$30,047	$-285,549	-1.1%

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

Volunteers

2150

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

$140,620

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE MUELLER	HEAD OF SCHO	40.00	Officer	$123,426	$17,194	$140,620
CHUCK GILLEN O'NEEL	CLERK	5.00	Officer Director	$0	$0	$0
JENNI BRATULICH	ASSISTANT CL	5.00	Officer Director	$0	$0	$0
ELIZABETH LUKANEN	TREASURER	5.00	Officer Director	$0	$0	$0
CINDY GARCIA	BOARD MEMBER	1.00	Director	$0	$0	$0
SHALINI GUPTA	BOARD MEMBER	1.00	Director	$0	$0	$0
JODY MCCARDLE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA HASAN	BOARD MEMBER	1.00	Director	$0	$0	$0
GERALD RONNING	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZETTE HUOVINEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KHAMARA PETTUS	BOARD MEMBER	1.00	Director	$0	$0	$0
ELENA RAPU	BOARD MEMBER	1.00	Director	$0	$0	$0
JOLENE BEITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
CHE SARDON-GARRITY	BOARD MEMBER	1.00	Director	$0	$0	$0
ESLY GIRON VARGAS	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	$3,271,755	$3,241,708	$5,771,772	$30,047
2024	$2,912,599	$3,198,148	$5,859,816	$-285,549
2023	$2,909,557	$3,085,619	$6,001,168	$-176,062
2022	$2,776,477	$2,746,110	$6,218,832	$30,367
2021	$2,624,594	$2,555,282	$6,932,765	$69,312
2020	$2,350,441	$2,790,376	$5,399,235	$-439,935
2019	$2,666,607	$2,798,349	$5,982,956	$-131,742

FRIENDS SCHOOL OF MINNESOTA