Providence Spring Elementary PTA (EIN 010598296) - 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

2002

Legal Domicile

Tax Period

2018-07-01 to 2019-06-30

Providence Spring Elementary PTA, founded in 2002, is a small nonprofit that reported $151K in total revenue in fiscal year 2018. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $140K left a modest 7% surplus.

Mission

To promote welfare of children and youth in home, school and community; raise standards of home life; secure adequate laws for care and protection of children and youth; bring closer relation to home and school that parents and teachers may cooperate intelligently in education

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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 (2018)

Revenue Breakdown

Contributions & Grants $103,749

Program Service Revenue $7,917

Investment Income $77

Other Revenue $39,337

TOTAL REVENUE $151,080

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $56,631

Program Expenses $34,991

Other Expenses $140,155

TOTAL EXPENSES $140,155

Year-over-Year Comparison

	2018	2017	Change
Revenue	$151,080	$242,531	-0.4%
Expenses	$140,155	$257,003	-0.5%
Net Income	$10,925	$-14,472	-1.8%

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

500

Independent Members

500

Employees

N/A

Volunteers

500

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
Michelle Kidd	President	10.00	Officer	$0	$0	$0
Peggy Connerly	Treasurer	10.00	Officer	$0	$0	$0
Shirin Vandekar	Vice President of Finance	10.00	Officer	$0	$0	$0
Julia Heinzerling	Vice President Community Out	10.00	Officer	$0	$0	$0
Shanna Hodges	Secretary	10.00	Officer	$0	$0	$0
Erin Williams	VP of Finance - Elect	10.00	Officer	$0	$0	$0
Lori Toney	Treasurer	10.00	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
2019	$151,080	$140,155	$82,643	$10,925

Providence Spring Elementary PTA