Fairmount Park Elementary PTA (EIN 465002849) - 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

2014

Legal Domicile

Principal Officer

Jeff Simms

Phone

2064985502

Tax Period

2020-07-01 to 2021-06-30

Fairmount Park Elementary PTA, founded in 2014, is a small nonprofit in the Education sector that reported $149K in total revenue in fiscal year 2020. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $318K represent 26 months of operating reserves.

Mission

The Fairmount Park Elementary PTA exists to promote the social, emotional, andacademic well-being of all students by working in synchronized collaboration withschool families, teachers, and administrators to raise funds and develop programsthat support engaging enrichment opportunities, efficient systems for coordinationvolunteers, best practices in education and advocacy, and relevant resources for theFairmount Park Elementary community.

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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 (2020)

Revenue Breakdown

Contributions & Grants $130,750

Program Service Revenue $37,268

Investment Income $361

Other Revenue $-19,035

TOTAL REVENUE $149,344

Expense Breakdown

Grants Paid $143,066

Salaries & Benefits $0

Fundraising Expenses $3,883

Program Expenses $151,714

Other Expenses $17,352

TOTAL EXPENSES $160,418

Year-over-Year Comparison

	2020	2019	Change
Revenue	$149,344	$198,116	-0.2%
Expenses	$160,418	$232,600	-0.3%
Net Income	$-11,074	$-34,484	-0.7%

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

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
Christopher Martinez	President	5.00	Officer Director	$0	$0	$0
Jackie Borg	Past President	5.00	Officer Director	$0	$0	$0
Cat Brown	Co-Vice Pres	4.00	Officer Director	$0	$0	$0
Rusty Brown	Co-Vice Pres	4.00	Officer Director	$0	$0	$0
Jeff Simms	Treasurer	2.00	Officer Director	$0	$0	$0
Ashleigh Blankenship	Secretary	4.00	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
2021	$149,344	$160,418	$317,616	$-11,074
2020	$198,116	$232,600	$328,690	$-34,484
2019	$218,299	$164,385	$363,384	$53,914
2018	$273,579	$210,278	$309,470	$63,301

Fairmount Park Elementary PTA