EDUCATION MINNESOTA FOUNDATION FOR EXCELLENCE IN TEACHING & LEARNING (EIN 411411046) - 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

1992

Legal Domicile

Principal Officer

MONICA BYRON

Phone

6512279541

Tax Period

2024-09-01 to 2025-08-31

EDUCATION MINNESOTA FOUNDATION FOR EXCELLENCE IN TEACHING & LEARNING, founded in 1992, is a small nonprofit that reported $528K in total revenue in fiscal year 2024. Expenses of $621K exceeded revenue, resulting in a 17% operating deficit.

Mission

PROVIDE FINANCIAL SUPPORT FOR INNOVATIVE PROGRAMS INITIATED BY EDUCATION MINNESOTA MEMBERS AND AFFILIATES THAT PROMOTE EDUCATIONAL ACCESS FOR LEARNERS & EXCELLENCE IN TEACHING.

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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 $393,981

Program Service Revenue $55,495

Investment Income $78,816

Other Revenue $0

TOTAL REVENUE $528,292

Expense Breakdown

Grants Paid $267,832

Salaries & Benefits $327,252

Fundraising Expenses $0

Program Expenses $505,967

Other Expenses $25,441

TOTAL EXPENSES $620,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$528,292	$540,329	0.0%
Expenses	$620,525	$673,836	-0.1%
Net Income	$-92,233	$-133,507	-0.3%

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

N/A

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

$187,113

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONICA BYRON	PRESIDENT	1.00	Officer Director	$0	$0	$0
DENISE SPECHT 9124 - 63025	FORMER PRESI	1.00	Officer Director	$0	$0	$0
MARTY FRIDGEN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LISA NELSON	FOUNDATION P	1.00	Officer Director	$0	$0	$0
RYAN FIERECK	SECRETARY -T	1.00	Officer Director	$0	$0	$0
RODNEY ROWE 9124 - 63025	SECRETARY -T	1.00	Officer Director	$0	$0	$0
MATT DEMPSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
VALARIE MCWILLIAMS JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
MYRIAM CASTRO-FRANCO	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE UREVIG-GRILZ	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER RAY	BOARD MEMBER	1.00	Director	$0	$0	$0
KIAH TREMBLE	BOARD MEMBER	1.00	Director	$0	$0	$0
CARRIE SPARKS	BOARD MEMBER	1.00	Director	$0	$0	$0
KAMILLE WELLS	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSANNE WESTEGAARD	BOARD MEMBER	1.00	Director	$0	$0	$0
DAYONNA KNUTSON	FOUNDATION D	40.00	Officer	$0	$47,648	$187,113
MICHAEL ROEHL	CFO	2.00	Officer	$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	$528,292	$620,525	$1,665,024	$-92,233
2024	$540,329	$673,836	$1,763,540	$-133,507
2023	$507,827	$711,964	$1,873,182	$-204,137
2022	$457,325	$506,416	$2,086,661	$-49,091
2021	$527,176	$309,619	$2,180,608	$217,557
2020	$422,785	$420,135	$2,023,863	$2,650
2019	$441,331	$503,741	$1,969,921	$-62,410
2018	$470,989	$417,368	$2,029,858	$53,621

EDUCATION MINNESOTA FOUNDATION FOR EXCELLENCE IN TEACHING & LEARNING