BORCHARDT PTA (EIN 200696468) - 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

2004

Legal Domicile

Phone

2096630515

Tax Period

2017-07-01 to 2018-06-30

BORCHARDT PTA, founded in 2004, is a micro nonprofit that reported $55K in total revenue in fiscal year 2017. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

EDUCATION ENHANCEMENT FOR THE STUDENT BODY OF BORCHARDT SCHOOL

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $13,932

Investment Income $0

Other Revenue $40,824

TOTAL REVENUE $54,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $20,019

Program Expenses $33,136

Other Expenses $54,735

TOTAL EXPENSES $54,735

Year-over-Year Comparison

	2017	2016	Change
Revenue	$54,756	$50,422	+0.1%
Expenses	$54,735	$49,074	+0.1%
Net Income	$21	$1,348	-1.0%

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

N/A

Employees

N/A

Volunteers

N/A

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
TRICIA GRADDY	President	2.00	Director	$0	$0	$0
SHAWNA SOUZA	Treasurer	1.00	Director	$0	$0	$0
LISA FAIR	Vice President	1.00	Director	$0	$0	$0
SAMANTHA PEW	Secretary	1.00	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
2018	$54,756	$54,735	$21,635	$21

BORCHARDT PTA