MT HARMONY ELEMENTARY SCHOOL PTA (EIN 237030478) - 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

1970

Legal Domicile

Principal Officer

Lisa Schmidt

Phone

3018555246

Tax Period

2023-07-01 to 2024-06-30

MT HARMONY ELEMENTARY SCHOOL PTA, founded in 1970, is a micro nonprofit that reported $61K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $56K left a modest 9% surplus.

Mission

Child Advocacy

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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 (2023)

Revenue Breakdown

Contributions & Grants $10,332

Program Service Revenue $0

Investment Income $0

Other Revenue $51,124

TOTAL REVENUE $61,456

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,416

Other Expenses $55,976

TOTAL EXPENSES $55,976

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,456	$44,093	+0.4%
Expenses	$55,976	$51,036	+0.1%
Net Income	$5,480	$-6,943	-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

Independent Members

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
Jennifer Franco	President	2.00	Director	$0	$0	$0
Lisa Schmidt	Treasurer	2.00	Director	$0	$0	$0
Carla Thompson	Vice President	2.00	Director	$0	$0	$0
Jennifer Rabalais	Vice President	2.00	Director	$0	$0	$0
Stephanie Conner	Vice President	2.00	Director	$0	$0	$0
Jennifer Franco	Treasurer	2.00	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
2025	No data	No data	No data	No data
2024	$61,456	$55,976	$26,898	$5,480
2023	$44,093	$51,036	$22,213	$-6,943
2022	$39,070	$28,415	$32,507	$10,655
2021	$6,475	$15,198	$21,851	$-8,723
2020	$6,459	$19,134	No data	$-12,675
2019	$30,708	$24,039	No data	$6,669

MT HARMONY ELEMENTARY SCHOOL PTA