PARENT TEACHER HOME VISITS (EIN 510477445) - 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

2002

Legal Domicile

Principal Officer

LISA LEVASSEUR

Phone

9164485290

Tax Period

2023-07-01 to 2024-06-30

PARENT TEACHER HOME VISITS, founded in 2002, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $983K left a modest 5% surplus.

Mission

TO INVOLVE PARENTS IN THE EDUCATION OF THEIR CHILDREN

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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 (2023)

Revenue Breakdown

Contributions & Grants $683,995

Program Service Revenue $320,051

Investment Income $4,514

Other Revenue $27,725

TOTAL REVENUE $1,036,285

Expense Breakdown

Grants Paid $0

Salaries & Benefits $728,910

Fundraising Expenses $106,728

Program Expenses $519,946

Other Expenses $253,619

TOTAL EXPENSES $982,529

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,036,285	$845,118	+0.2%
Expenses	$982,529	$897,474	+0.1%
Net Income	$53,756	$-52,356	-2.0%

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

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

$134,018

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMANTHA COHEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN ANDREW COONS	TREASURER	2.00	Officer Director	$0	$0	$0
EYAL BERGMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA LEVASSEUR	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOE DOCTOR	BOARD MEMBER	1.00	Director	$0	$0	$0
DENA DONALDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY GOFF	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISHIRELLA WARTHEN-SUTTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNA PORTER	BOARD MEMBER	1.00	Director	$0	$0	$0
KENRYA RANKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
HELEN WESTMORELAND	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA TANG	BOARD MEMBER	1.00	Director	$0	$0	$0
CORY JONES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
REGINA MARTINEZ-KEDDY	EXECUTIVE DIRECTOR	40.00	Officer	$115,962	$18,056	$134,018

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
2024	$1,036,285	$982,529	$988,121	$53,756
2023	$845,118	$897,474	$971,124	$-52,356
2022	$1,201,545	$779,481	$1,033,250	$422,064
2021	$735,841	$526,077	$530,937	$209,764
2020	$659,801	$464,773	$432,042	$195,028
2019	$971,344	$991,925	$145,267	$-20,581
2018	$1,267,873	$974,950	$213,764	$292,923

PARENT TEACHER HOME VISITS