The Friends of the Eliot School Inc (EIN 320268160) - 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

2009

Legal Domicile

Principal Officer

STACEY HEAD

Tax Period

2019-07-01 to 2020-06-30

The Friends of the Eliot School Inc, founded in 2009, is a small nonprofit that reported $380K in total revenue in fiscal year 2019. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $58K, a strong 15% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT TO THE ELIOT K-8 INNOVATION SCHOOL TO FACILITATE A WELL-ROUNDED EDUCATION THAT HELPS EVERY STUDENT ACHIEVE ACADEMIC EXCELLENCE, BUILD CHARACTER, SELF-CONFIDENCE, LEADERSHIP AND SOLID VALUES, BECOMING POSITIVE CONTRIBUTORS TO THEIR COMMUNITIES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $376,291

Program Service Revenue $0

Investment Income $0

Other Revenue $4,043

TOTAL REVENUE $380,334

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,917

Program Expenses $301,413

Other Expenses $321,875

TOTAL EXPENSES $321,875

Year-over-Year Comparison

	2019	2018	Change
Revenue	$380,334	$515,099	-0.3%
Expenses	$321,875	$420,713	-0.2%
Net Income	$58,459	$94,386	-0.4%

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

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

$12,734

Total Directors

$12,734

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
STACEY HEAD	PRESIDENT	Officer Director	$0	$0	$0
KELSEY MORGAN	TREASURER	Officer Director	$0	$0	$0
LAURA BOUCHER	SECRETARY	Officer Director	$12,734	$0	$12,734
TERRY BRADSHAW	BOARD MEMBER	Director	$0	$0	$0
DAVID BAIRSTOW	BOARD MEMBER	Director	$0	$0	$0
ALICIA PIEDALUE	VICE PRESIDENT	Officer Director	$0	$0	$0
CRAIG MILLON	BOARD MEMBER	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
2020	$380,334	$321,875	$996,646	$58,459
2019	$515,099	$420,713	$829,460	$94,386
2018	$590,825	$324,304	$722,309	$266,521

The Friends of the Eliot School Inc