HEATHCOTE ELEMENTARY SCHOOL PTA (EIN 136165709) - 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

1971

Legal Domicile

Principal Officer

ANDREA BURINESCU

Phone

9147252458

Tax Period

2024-07-01 to 2025-06-30

HEATHCOTE ELEMENTARY SCHOOL PTA, founded in 1971, is a small nonprofit that reported $416K in total revenue in fiscal year 2024.

Mission

PTA IS A POWERFUL VOICE FOR ALL CHILDREN, A RELEVANT RESOURCE FOR FAMILIES AND COMMUNITIES, AND A STRONG ADVOCATE FOR THE EDUCATION AND WELL-BEING OF EVERY CHILD.

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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 (2024)

Revenue Breakdown

Contributions & Grants $28,640

Program Service Revenue $380,898

Investment Income $5,782

Other Revenue $623

TOTAL REVENUE $415,943

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $34,594

Fundraising Expenses $0

Program Expenses $423,022

Other Expenses $386,817

TOTAL EXPENSES $431,411

Year-over-Year Comparison

	2024	2023	Change
Revenue	$415,943	$403,801	+0.0%
Expenses	$431,411	$380,262	+0.1%
Net Income	$-15,468	$23,539	-1.7%

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

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
ANDREA BURINESCU	PRESIDENT	2.00	Officer Director	$0	$0	$0
SAUMYA SHETTY	PRESIDENT EL	2.00	Director	$0	$0	$0
ANGIE KIM	SECRETARY	2.00	Officer Director	$0	$0	$0
STEFAN LANE-NEDIALKOV	TREASURER	2.00	Officer Director	$0	$0	$0
ALLISON ROSENZWEIG	VP CLASS PAR	2.00	Officer Director	$0	$0	$0
ANSHIKA CHAWLA	VP TECHNOLOG	2.00	Officer Director	$0	$0	$0
REID MILLER	VP AFTER SCH	2.00	Officer 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
2025	$415,943	$431,411	$325,292	$-15,468
2024	$403,801	$380,262	$340,760	$23,539
2023	$424,920	$450,893	$317,221	$-25,973
2022	$370,377	$303,013	$343,194	$67,364
2021	$74,172	$74,959	$275,830	$-787
2020	$255,882	$234,238	$276,617	$21,644
2019	$288,393	$280,913	$254,973	$7,480
2018	$446,512	$438,918	$247,493	$7,594

HEATHCOTE ELEMENTARY SCHOOL PTA