NORTHAMPTON ELEMENTARY PTA (EIN 232237725) - 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

2008

Legal Domicile

Principal Officer

ELIZABETH KEIM

Tax Period

2018-07-01 to 2019-06-30

NORTHAMPTON ELEMENTARY PTA, founded in 2008, is a micro nonprofit in the Education sector that reported $13K in total revenue in fiscal year 2018. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $17K exceeded revenue, resulting in a 23% operating deficit.

Mission

CIVIL EDUCATION STUDENTS AND COMMUNITY

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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 $2,453

Program Service Revenue $0

Investment Income $0

Other Revenue $11,034

TOTAL REVENUE $13,487

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,581

Other Expenses $16,581

TOTAL EXPENSES $16,581

Year-over-Year Comparison

	2018	2017	Change
Revenue	$13,487	$18,994	-0.3%
Expenses	$16,581	$14,872	+0.1%
Net Income	$-3,094	$4,122	-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

150

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
ELIZABETH KEIM	PRESIDENT	3.00	Officer	$0	$0	$0
JAMIE DOWNEY	TREASURER	5.00	Officer	$0	$0	$0
MICHELLE FOX	SECRETARY	3.00	Officer	$0	$0	$0
NICOLE SCHATZ	VICE PRESIDENT	2.00	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	$13,487	$16,581	$34,633	$-3,094

NORTHAMPTON ELEMENTARY PTA