MARSHALL ELEMENTARY SCHOOL PTA (EIN 542173518) - 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

2012

Legal Domicile

Principal Officer

Naomi Fox

Phone

4152416280

Tax Period

2024-07-01 to 2025-06-30

MARSHALL ELEMENTARY SCHOOL PTA, founded in 2012, is a micro nonprofit that reported $53K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 20% operating margin.

Mission

The mission is to promote the welfare and deducation of children and families at Marshall Elementary School through support of the Arts, Sciences, other Educational Materials.

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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 (2024)

Revenue Breakdown

Contributions & Grants $53,432

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $53,432

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $373

Program Expenses $39,794

Other Expenses $42,759

TOTAL EXPENSES $42,759

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,432	$70,204	-0.2%
Expenses	$42,759	$58,914	-0.3%
Net Income	$10,673	$11,290	-0.1%

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

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
Naomi Fox	President	5.00	Officer Director	$0	$0	$0
Kieran Farr	Secretary	3.00	Officer Director	$0	$0	$0
Christopher Conway	Treasurer	3.00	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
2025	$53,432	$42,759	$87,343	$10,673
2024	$70,204	$58,914	$76,666	$11,290
2023	$38,312	$47,977	$65,374	$-9,665
2022	$57,556	$92,904	$75,037	$-35,348
2021	$46,966	$39,239	$110,384	$7,727
2020	$63,390	$44,845	$102,657	$18,545
2019	$64,577	$25,098	$84,111	$39,479
2018	$73,374	$79,020	$44,564	$-5,646

MARSHALL ELEMENTARY SCHOOL PTA