GLEBE ELEMENTARY PTA (EIN 541246140) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

1972

Legal Domicile

Principal Officer

ISABEL SIMMERMAN

Phone

7032286280

Tax Period

2018-07-01 to 2019-06-30

GLEBE ELEMENTARY PTA, founded in 1972, is a small nonprofit that reported $223K in total revenue in fiscal year 2018. Revenue surged 746% from the prior year, signaling strong growth momentum. The organization ran a surplus of $116K, a strong 52% operating margin.

Mission

TO ENSURE ALL STUDENTS LEARN AND THRIVE IN SAFE, HEALTHY, AND SUPPORTIVE LEARNING ENVIRONMENTS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $250,294

Program Service Revenue $0

Investment Income $0

Other Revenue $-27,790

TOTAL REVENUE $222,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,824

Program Expenses $99,171

Other Expenses $106,754

TOTAL EXPENSES $106,754

Year-over-Year Comparison

	2018	2017	Change
Revenue	$222,504	$26,316	+7.5%
Expenses	$106,754	$90,477	+0.2%
Net Income	$115,750	$-64,161	-2.8%

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

150

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
KRISTEN JOHNSON	PRESIDENT	15.00	Officer Director	$0	$0	$0
DIANA PAULRAJ	TREASURER	10.00	Officer Director	$0	$0	$0
LAUREN BARBER	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
CHAI PURI	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TARA BLANKINSHIP	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LAURA LOGERFO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ENJOLI GOYAL	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA GUMB	SECRETARY	1.00	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	$222,504	$106,754	$128,829	$115,750

GLEBE ELEMENTARY PTA