FRANKLIN SHERMAN ELEMENTARY SCHOOL PTA (EIN 540645354) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

STEPHEN HOLZEN

Phone

7038830162

Tax Period

2018-08-01 to 2019-07-31

FRANKLIN SHERMAN ELEMENTARY SCHOOL PTA, founded in 1985, is a micro nonprofit in the Education sector that reported $80K in total revenue in fiscal year 2018. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $90K exceeded revenue, resulting in a 12% operating deficit.

Mission

A. TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY;B. TO RAISE THE STANDARDS OF HOME LIFE;C. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH;D. TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH;E. TO DEVELOP BETWEEN EDUCATIONS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, AND SOCIAL EDUCATION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $3,090

Program Service Revenue $74,243

Investment Income $604

Other Revenue $1,887

TOTAL REVENUE $79,824

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,907

Program Expenses $83,152

Other Expenses $89,559

TOTAL EXPENSES $89,559

Year-over-Year Comparison

	2018	2017	Change
Revenue	$79,824	$51,575	+0.5%
Expenses	$89,559	$66,346	+0.3%
Net Income	$-9,735	$-14,771	-0.3%

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
VERONICA SCOZIA	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEPHEN HOLZEN	TREASURER	2.00	Officer Director	$0	$0	$0
SONALI WICKREMA	VP PROGRAMS	2.00	Officer Director	$0	$0	$0
AARON MAYHEW	VP BUDGET & FINANCE	2.00	Officer Director	$0	$0	$0
SISI HOPPER	ADVISOR	2.00	Director	$0	$0	$0
EMILY BUDAY	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
EMILY CRAIG	CORRESPONDING SECRETARY	2.00	Officer Director	$0	$0	$0
WEIJING BRYANT	VP MEMEBERSHIP	2.00	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
2019	$79,824	$89,559	$49,304	$-9,735

FRANKLIN SHERMAN ELEMENTARY SCHOOL PTA