Burton Elementary PTA

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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

Sonya Campos

Phone

5597842401

Tax Period

2018-07-01 to 2019-06-30

Burton Elementary PTA, founded in 1992, is a micro nonprofit that reported $71K in total revenue in fiscal year 2018. Revenue surged 32% from the prior year, signaling strong growth momentum.

Mission

To promote the welfare of the students through education programs and to bring a closer relationship between home and school.

Program Service Accomplishments

Program 1

Expenses: $26,171 Revenue: $0

Through the PTA we were able to send all 600 students on at least one out of county field-trip. Our goal is always to support our student's welfare and education.

Program 2

Expenses: $18,853 Revenue: $0

We were able to provided the student with incentives and testing snacks for the whole school. We also provide the students with different activites and assemblies.

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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 $70,685

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $70,685

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $28,447

Program Expenses $45,024

Other Expenses $74,510

TOTAL EXPENSES $74,510

Year-over-Year Comparison

	2018	2017	Change
Revenue	$70,685	$53,439	+0.3%
Expenses	$74,510	$55,162	+0.4%
Net Income	$-3,825	$-1,723	+1.2%

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

N/A

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
Brooke Torres	Executive Director	0	Director	$0	$0	$0
Sarah Sambrano	President	2	Officer	$0	$0	$0
Evelin Escareno	Secretary	2	Officer	$0	$0	$0
Sonya Campos	Treasurer	4	Officer	$0	$0	$0
Tammie Mounce	Vice President	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
2019	$70,685	$74,510	$13,103	$-3,825
2018	$53,439	$55,162	$16,928	$-1,723