Kent Gardens Elementary PTA (EIN 541060871) - 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

2002

Legal Domicile

Principal Officer

Jackie Shepard

Phone

7033945600

Tax Period

2019-07-01 to 2020-06-30

Kent Gardens Elementary PTA, founded in 2002, is a small nonprofit that reported $206K in total revenue in fiscal year 2019. Revenue decreased 18% compared to the prior year. Expenses of $180K left a modest 13% surplus.

Mission

To provide enrichments programs, supplies and support for Kent Gardens Elementary School

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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 (2019)

Revenue Breakdown

Contributions & Grants $93,691

Program Service Revenue $130,968

Investment Income $9

Other Revenue $-18,374

TOTAL REVENUE $206,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $166,752

Other Expenses $179,553

TOTAL EXPENSES $179,553

Year-over-Year Comparison

	2019	2018	Change
Revenue	$206,294	$251,332	-0.2%
Expenses	$179,553	$177,940	+0.0%
Net Income	$26,741	$73,392	-0.6%

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

100

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
Elise Moss	President	3	Officer	$0	$0	$0
Andrea Hager	President-Elect	3	Officer	$0	$0	$0
Nadya Abhyankar	VP Enrichment	3	Officer	$0	$0	$0
Natalia Ferrari	VP Communications	3	Officer	$0	$0	$0
Annie Batdorf	VP Special Programs	3	Officer	$0	$0	$0
Miriam Gomez	VP Events	3	Officer	$0	$0	$0
Kara Horgan	Secretary	3	Officer	$0	$0	$0
Jackie Shepard	Treasurer	3	Officer	$0	$0	$0
Jenny Gregory	Financial Secretary	3	Officer	$0	$0	$0
Bethany Nguyen	Past President	3	Officer	$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	$206,294	$179,553	$166,033	$26,741

Kent Gardens Elementary PTA