FRIENDS OF THE MINNESOTA ORCHESTRA (EIN 416009099) - 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

1955

Legal Domicile

Principal Officer

LINDA BARTLING

Phone

6123715654

Tax Period

2023-09-01 to 2024-08-31

FRIENDS OF THE MINNESOTA ORCHESTRA, founded in 1955, is a small nonprofit that reported $214K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $52K, a strong 25% operating margin.

Mission

TO CREATE OPPORTUNITIES THAT BRING THE POWER OF MUSIC TO CHILDREN, FAMILIES, AND ADULTS.

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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 $96,333

Program Service Revenue $39,054

Investment Income $28,991

Other Revenue $49,185

TOTAL REVENUE $213,563

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $12,466

Program Expenses $122,936

Other Expenses $151,106

TOTAL EXPENSES $161,106

Year-over-Year Comparison

	2023	2022	Change
Revenue	$213,563	$246,350	-0.1%
Expenses	$161,106	$191,862	-0.2%
Net Income	$52,457	$54,488	0.0%

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

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
ROMA CALATAYUD-STOCKS	PRESIDENT	20.00	Officer Director	$0	$0	$0
MARY SUMNERS	PRESIDENT ELECT	20.00	Officer Director	$0	$0	$0
LINDA BARTLING	TREASURER	10.00	Officer Director	$0	$0	$0
CONNIE SOMMERS	SECRETARY	10.00	Officer Director	$0	$0	$0
MILA EKLUND	DIRECTOR AT LARGE/NOMINATING CHAIR	2.00	Director	$0	$0	$0
BRENT REICHERT	DIRECTOR OF DEVELOPMENT	8.00	Director	$0	$0	$0
SANDY REICHERT	DIRECTOR OF MARKETING/COMM	10.00	Director	$0	$0	$0
SUSAN MILTEER	DIRECTOR OF DEVELOPMENT	10.00	Director	$0	$0	$0
LAUREN FICHTEL-HEWITT	DIRECTOR OF MEMBERSHIP	5.00	Director	$0	$0	$0
MEG GISSLEN	DIRECTOR OF MEMBERSHIP	2.00	Director	$0	$0	$0
LISA ROEHL	DIRECTOR OF EDUCATION	15.00	Director	$0	$0	$0
MARY ELLA PRATTE	DIRECTOR OF EDUCATION	15.00	Director	$0	$0	$0
LESLIE DAVIS NIEMOELLER	DIRECTOR OF MARKETING/COMM	2.00	Director	$0	$0	$0
AARON BROWN	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
ANN FARRELL	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
ANNA LAMB	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
PATRICIA RICE	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
JESSICA ROSE	DIRECTOR AT LARGE	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
2024	$213,563	$161,106	$1,220,031	$52,457
2023	$246,350	$191,862	$1,042,166	$54,488
2022	$161,621	$128,124	$950,010	$33,497
2021	$144,710	$117,239	$1,051,382	$27,471
2020	$129,769	$109,236	$895,697	$20,533
2019	$192,693	$183,239	$789,127	$9,454
2018	$196,233	$174,558	$761,183	$21,675

FRIENDS OF THE MINNESOTA ORCHESTRA