NORMANDALE PTO PARENT TEACHER ORGANIZATION (EIN 411733734) - 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

ANDREA BUTZ

Phone

9529453164

Tax Period

2023-08-01 to 2024-07-31

NORMANDALE PTO PARENT TEACHER ORGANIZATION, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $451K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $387K left a modest 14% surplus.

Mission

TO PROMOTE AND ADMINISTER EDUCATIONAL AND CHARITABLE ACTIVITIES AND PROVIDE SUPPORT TO TEACHING ASSISTANTS IN EDINA PUBLIC SCHOOLS.

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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 $259,987

Program Service Revenue $0

Investment Income $3,922

Other Revenue $187,059

TOTAL REVENUE $450,968

Expense Breakdown

Grants Paid $30,089

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $369,861

Other Expenses $357,179

TOTAL EXPENSES $387,268

Year-over-Year Comparison

	2023	2022	Change
Revenue	$450,968	$492,824	-0.1%
Expenses	$387,268	$335,598	+0.2%
Net Income	$63,700	$157,226	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA HOLLAND	CO-PRESIDENT/CHAIR	2.50	Officer Director	$0	$0	$0
CHRIS HOLDEN	PRINCIPAL	1.00	Director	$0	$0	$0
TRACY SCHAEFER	EXTENDED FRENCH CHAIR	2.50	Director	$0	$0	$0
SARAH PRIEST	VOLUNTEER COORDINATOR	2.50	Director	$0	$0	$0
SHERI ROSEN	COMMUNICATIONS COMM. CHAIR	2.50	Director	$0	$0	$0
ANDREA BUTZ	TREASURER	2.50	Officer Director	$0	$0	$0
JOANN RUSSELL	SECRETARY	1.00	Officer Director	$0	$0	$0
ALLISON OLFELT	ROOM PARENT COMMITTEE CHAI	2.50	Director	$0	$0	$0
LINDSAY MELANDER	CO-PRESIDENT/CHAIR	2.50	Officer 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
2024	$450,968	$387,268	$400,290	$63,700
2023	$492,824	$335,598	$552,671	$157,226
2022	$391,831	$288,319	$270,611	$103,512
2021	$110,894	$280,486	$151,999	$-169,592
2020	$269,683	$263,100	$321,591	$6,583
2019	$217,179	$300,682	$315,008	$-83,503
2018	$280,980	$212,886	$398,511	$68,094

NORMANDALE PTO PARENT TEACHER ORGANIZATION