18533 MT PLEASANT ELEM PTA (EIN 237215614) - 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

1976

Legal Domicile

Principal Officer

DAVID SUSSMAN

Phone

9735358000

Tax Period

2024-07-01 to 2025-06-30

18533 MT PLEASANT ELEM PTA, founded in 1976, is a small nonprofit that reported $163K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $30K, a strong 18% operating margin.

Mission

TO BENEFIT THE TEACHERS AND STUDENTS OF THE MT PLEASANT ELEMENTARY 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 (2024)

Revenue Breakdown

Contributions & Grants $4,785

Program Service Revenue $157,721

Investment Income $19

Other Revenue $0

TOTAL REVENUE $162,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,934

Other Expenses $132,861

TOTAL EXPENSES $132,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	$162,525	$144,440	+0.1%
Expenses	$132,861	$167,395	-0.2%
Net Income	$29,664	$-22,955	-2.3%

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

190

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
TUGCE YALT	PRESIDENT	5.00	Officer Director	$0	$0	$0
LARA POLLACK	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
JAMIE GREENBERG	CO-TREASURER	5.00	Officer Director	$0	$0	$0
DAVID SUSSMAN	CO-TREASURER	5.00	Officer Director	$0	$0	$0
MICHELLE FRIEDMAN	WEBMASTER	5.00	Officer Director	$0	$0	$0
TALIA PERLMAN	SECRETARY	5.00	Officer Director	$0	$0	$0
JESSICA WEITZNER	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
LINDSAY BERGER	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
HUDA SHAFQAT	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
LAURA COHEN	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
DINA FORSTER	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
STARR PRESTON	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
CARLEE FEINLAND	VICE-PRESIDENT	5.00	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	$162,525	$132,861	$79,380	$29,664
2024	$144,440	$167,395	$49,716	$-22,955
2023	$201,663	$213,180	$72,671	$-11,517
2022	$183,528	$123,028	$84,188	$60,500
2021	$111,249	$158,064	$23,688	$-46,815
2020	$129,260	$124,977	$70,503	$4,283
2019	$150,830	$167,266	$66,220	$-16,436

18533 MT PLEASANT ELEM PTA