MCCARTHY-TOWNE PTSO (EIN 311728947) - 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

2000

Legal Domicile

Principal Officer

Kate Murray

Phone

9782742152

Tax Period

2018-07-01 to 2019-06-30

MCCARTHY-TOWNE PTSO, founded in 2000, is a micro nonprofit in the Education sector that reported $50K in total revenue in fiscal year 2018. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $8K, a strong 16% operating margin.

Mission

To support the McCarthy-Towne School, a public school in Acton, MA, by providing funding for teachers aides, art education, and other educational programs not funded by the School Committee of the Town of Acton, MA

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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 $24,411

Program Service Revenue $0

Investment Income $7

Other Revenue $25,699

TOTAL REVENUE $50,117

Expense Breakdown

Grants Paid $41,953

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,953

Other Expenses $150

TOTAL EXPENSES $42,103

Year-over-Year Comparison

	2018	2017	Change
Revenue	$50,117	$60,616	-0.2%
Expenses	$42,103	$77,341	-0.5%
Net Income	$8,014	$-16,725	-1.5%

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

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
VIDYA JOSHI	Senior Co-Chair	003.00	Officer	$0	$0	$0
LOREN ETTWEIN	Junior Co-Chair	003.00	Officer	$0	$0	$0
ALLISON FORSETER	Treasurer	003.00	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	$50,117	$42,103	$76,011	$8,014

MCCARTHY-TOWNE PTSO