PTA MINNESOTA CONGRESS

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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

1945

Legal Domicile

Principal Officer

Coryn Petersen

Phone

6126682760

Tax Period

2019-07-01 to 2020-06-30

PTA MINNESOTA CONGRESS, founded in 1945, is a small nonprofit that reported $152K in total revenue in fiscal year 2019.

Mission

To provide arts programming, child advocacy, supplies, technology and financial assistance to Kenwood Elementary School in order to facilitate student enrichment.

Program Service Accomplishments

Program 1

Expenses: $66,964 Revenue: $0

SALARY SUPPORT TO ELEMENTARY SCHOOL FOR EMERITUS TEACHERS, PROVIDING 400 STUDENTS ADDITIONAL EDUCATION AS NEEDED, PRIMARILY EXTRA READING EDUCATION. SALARY SUPPORT FOR FAMILY LIAISON AND OFFICE...

SALARY SUPPORT TO ELEMENTARY SCHOOL FOR EMERITUS TEACHERS, PROVIDING 400 STUDENTS ADDITIONAL EDUCATION AS NEEDED, PRIMARILY EXTRA READING EDUCATION. SALARY SUPPORT FOR FAMILY LIAISON AND OFFICE ASSISTANT, MANAGING STUDENT/FAMILY RELATIONSHIPS WITH THE SCHOOL FOR 400 STUDENTS.

Program 2

Expenses: $44,299 Revenue: $0

GENERAL SCHOOL SUPPORT FOR TEACHERS AND STUDENTS, INCLUDING OFFICE SUPPLIES, CLASSROOM SUPPLIES, MEDIA CENTER EDUCATIONAL SOFTWARE SUBSCRIPTIONS, BUSING TO FIELD TRIPS, SCHOOL SAFETY PATROL AND...

GENERAL SCHOOL SUPPORT FOR TEACHERS AND STUDENTS, INCLUDING OFFICE SUPPLIES, CLASSROOM SUPPLIES, MEDIA CENTER EDUCATIONAL SOFTWARE SUBSCRIPTIONS, BUSING TO FIELD TRIPS, SCHOOL SAFETY PATROL AND STUDENT COUNCIL, APPROXIMATELY 400 STUDENTS SERVED.

Program 3

Expenses: $22,326 Revenue: $0

ARTS FOCUSED GRANTS PROVIDED SCHOOL WIDE AND AT GRADE LEVEL, SERVING 400 STUDENTS, INCLUDING DANCE AND DRUMMING RESIDENCIES, WRITING WORKSHOPS, INSTRUCTION IN PREPARING HEALTHY FOOD, CHINESE NEW YEAR DANCE PERFORMANCE, KINDNESS RETREAT AND 5TH GRADE ENVIRONMENTAL RETREAT. ALSO INCLUDES GRANT FOR SCHOOL PLAY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $149,486

Program Service Revenue $0

Investment Income $50

Other Revenue $2,541

TOTAL REVENUE $152,077

Expense Breakdown

Grants Paid $42,649

Salaries & Benefits $44,100

Fundraising Expenses $20,172

Program Expenses $133,589

Other Expenses $68,425

TOTAL EXPENSES $155,174

Year-over-Year Comparison

	2019	2018	Change
Revenue	$152,077	$150,056	+0.0%
Expenses	$155,174	$164,528	-0.1%
Net Income	$-3,097	$-14,472	-0.8%

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
Heidi Johnson	Principal	1	Director	$0	$0	$0
Lori Smith	Site Council Liaison	1	Director	$0	$0	$0
Rachelle Morken	Residencies Chair	1	Director	$0	$0	$0
Britta Gustafson	Co-Volunteer Coordinator	1	Director	$0	$0	$0
Rachel Lytle	Co-Volunteer Coordinator	1	Director	$0	$0	$0
Jenny LeFevre	Marketing	1	Director	$0	$0	$0
Brett Thompson	Grant Writer	1	Director	$0	$0	$0
Ann Tozer	Marketing/Social Media Chair	1	Director	$0	$0	$0
Leah Harp	Member-At-Large	1	Director	$0	$0	$0
Darwin Lee	Teacher Representative	0.5	Director	$0	$0	$0
Coryn Petersen	Co-President	8	Officer	$0	$0	$0
Jane Wolke	Co-President	8	Officer	$0	$0	$0
Sarah Kreykes	Co-Vice-President	4	Officer	$0	$0	$0
Leslee Johns	Co-Vice-President	4	Officer	$0	$0	$0
Matt Dawson	Secretary	2	Officer	$0	$0	$0
Jessica Lockrem	Co-Treasurer	2	Officer	$0	$0	$0
Amy Sanborn	Co-Treasurer	2	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
2020	$152,077	$155,174	$129,495	$-3,097
2018	$170,049	$108,171	$145,850	$61,878