LAKE HARRIET COMMUNITY SCHOOL PTA (EIN 411399811) - 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

2001

Legal Domicile

Principal Officer

SHANNON AMUNDSON

Phone

6126683310

Tax Period

2023-07-01 to 2024-06-30

LAKE HARRIET COMMUNITY SCHOOL PTA, founded in 2001, is a small nonprofit that reported $164K in total revenue in fiscal year 2023. The organization ran a surplus of $62K, a strong 38% operating margin.

Mission

EDUCATION ORGANIZATION - THIS CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, AND EXCLUSIVELY FOR THE BENEFIT OF, TO SUPPORT THE FUNCTIONS OF, AND TO ASSIST IN CARRYING OUT THE PURPOSES OF LAKE HARRIET COMMUNITY SCHOOL OF MINNEAPOLIS, MINNESOTA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $21,163

Program Service Revenue $1,186

Investment Income $2,024

Other Revenue $139,256

TOTAL REVENUE $163,629

Expense Breakdown

Grants Paid $97,217

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,798

Other Expenses $4,128

TOTAL EXPENSES $101,345

Year-over-Year Comparison

	2023	2022	Change
Revenue	$163,629	$154,241	+0.1%
Expenses	$101,345	$136,289	-0.3%
Net Income	$62,284	$17,952	+2.5%

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

200

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
SHANNON AMUNDSON	CO-CHAIR	5.00	Officer Director	$0	$0	$0
JESSICA WAHL	CO-CHAIR	5.00	Officer Director	$0	$0	$0
KATE ERICKSON	SECRETARY	5.00	Officer Director	$0	$0	$0
TODD SCHUMAN	TREASURER	5.00	Officer Director	$0	$0	$0
NATE WEINER	TREASURER-EL	5.00	Officer Director	$0	$0	$0
GARRETT WHITE	FUNDRAISING	2.00	Director	$0	$0	$0
JEN NIEHAUS	COMMUNICATIO	2.00	Director	$0	$0	$0
NIKKI WILL	NEWSLETTER E	2.00	Director	$0	$0	$0
TANYA ORSTAD	SOCIAL MEDIA	2.00	Director	$0	$0	$0
LINDSEY SEAVERT	SOCIAL MEDIA	2.00	Director	$0	$0	$0
KELLY MOORE	ROOM REPRESE	2.00	Director	$0	$0	$0
STEVE ANDERSON	MEMBERSHIP &	2.00	Director	$0	$0	$0
SADIE STRUSS	VOLUNTEERCOO	2.00	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	$163,629	$101,345	$232,708	$62,284
2023	$154,241	$136,289	$170,424	$17,952
2022	$164,083	$112,593	$152,472	$51,490
2021	$95,991	$176,090	$89,425	$-80,099
2020	$217,339	$201,840	$169,436	$15,499
2019	$220,735	$249,876	$153,937	$-29,141
2018	$238,688	$221,162	$183,112	$17,526

LAKE HARRIET COMMUNITY SCHOOL PTA