MINNESOTA SCHOOL EMPLOYEES ASSOCIATION (EIN 411994256) - 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

1980

Legal Domicile

Principal Officer

DEANNE VALDPENA

Phone

6512273623

Tax Period

2022-09-01 to 2023-08-31

MINNESOTA SCHOOL EMPLOYEES ASSOCIATION, founded in 1980, is a community nonprofit in the Employment sector that reported $1.6M in total revenue in fiscal year 2022. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 14% surplus.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,585,495

Investment Income $13,334

Other Revenue $0

TOTAL REVENUE $1,598,829

Expense Breakdown

Grants Paid $5,500

Salaries & Benefits $894,474

Fundraising Expenses $0

Program Expenses $1,369,790

Other Expenses $448,556

TOTAL EXPENSES $1,369,790

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,598,829	$1,116,219	+0.4%
Expenses	$1,369,790	$1,301,934	+0.1%
Net Income	$229,039	$-185,715	-2.2%

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

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

$150,978

Total Directors

$3,341

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY WOODFORD	PRESIDENT	5.00	Director	$1,060	$0	$1,060
RACHEL NELSON	VICE PRESIDENT/BOARD MEMBER	3.00	Director	$500	$0	$500
WENDY DERHAG	TREASURER	5.00	Director	$470	$0	$470
JODI UTNE	BOARD MEMBER	3.00	Director	$63	$0	$63
JULIE TESCH	BOARD MEMBER	3.00	Director	$0	$0	$0
JANET HEBERT	BOARD MEMBER	3.00	Director	$0	$0	$0
SUSAN FRESONKE	VICE PRESIDENT	3.00	Director	$1,122	$0	$1,122
ALICIA CROAKER	BOARD MEMBER	3.00	Director	$63	$0	$63
SARAH STONE	BOARD MEMBER	3.00	Director	$63	$0	$63
DEANNE VALDPENA	EXECUTIVE DIRECTOR	40.00	Officer	$128,825	$22,153	$150,978

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	No data	No data	No data	No data
2023	$1,598,829	$1,369,790	$935,394	$229,039
2022	$1,116,219	$1,301,934	$706,355	$-185,715
2021	$1,175,892	$1,191,613	$894,154	$-15,721
2020	$1,288,416	$1,279,330	$909,555	$9,086
2019	$1,204,749	$1,501,644	$894,428	$-296,895
2018	$1,840,379	$1,657,202	$1,190,628	$183,177

MINNESOTA SCHOOL EMPLOYEES ASSOCIATION