Birkes Elementary Parent-Teacher Organization (EIN 364535330) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

ARIANE WALDEN

Phone

2814637322

Tax Period

2017-07-01 to 2018-06-30

Birkes Elementary Parent-Teacher Organization, founded in 2003, is a micro nonprofit in the Education sector that reported $56K in total revenue in fiscal year 2017. Revenue decreased 18% compared to the prior year. Expenses of $53K left a modest 6% surplus.

Mission

TO ENHANCE ACADEMICS AND ACTIVITIES FOR ALL STUDENTS AND FACULTY OF BIRKES ELEMENTARY SCHOOL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $56,197

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $56,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,572

Other Expenses $52,829

TOTAL EXPENSES $52,829

Year-over-Year Comparison

	2017	2016	Change
Revenue	$56,197	$68,273	-0.2%
Expenses	$52,829	$23,769	+1.2%
Net Income	$3,368	$44,504	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
VICKY SPURGIN	President	2.00	Officer Director	$0	$0	$0
DANELLE GULLEY	Membership	2.00	Director	$0	$0	$0
JOANNA DETWILER	Academic Enrichment	2.00	Director	$0	$0	$0
BECKY HUBER	Homeroom Activities	2.00	Director	$0	$0	$0
KIM DEARING	Major Fundraising	2.00	Director	$0	$0	$0
SHELLEY GRAY	Minro Fundraising	2.00	Director	$0	$0	$0
JENNIFER ROBERTS	Spirit Shop	2.00	Director	$0	$0	$0
TAMMI RAINWATER	VIPS	2.00	Director	$0	$0	$0
TAMIKO BENNETT	Hospitality	2.00	Director	$0	$0	$0
ALAINNA MARTIN	Treasurer	2.00	Officer Director	$0	$0	$0
ALISON JEFFERIES	Secretary	2.00	Officer Director	$0	$0	$0
KRISTY FRIEDMAN	Yearbook	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
2018	$56,197	$52,829	No data	$3,368
2017	$68,273	$23,769	$60,228	$44,504

Birkes Elementary Parent-Teacher Organization