PTA North Carolina Congress Sharon Elementary (EIN 561783660) - 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

1992

Legal Domicile

Principal Officer

Robin Williams

Phone

9803436725

Tax Period

2019-07-01 to 2020-06-30

PTA North Carolina Congress Sharon Elementary, founded in 1992, is a small nonprofit in the Education sector that reported $189K in total revenue in fiscal year 2019. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $46K, a strong 24% operating margin.

Mission

Support of elementary school education.

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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 (2019)

Revenue Breakdown

Contributions & Grants $122,725

Program Service Revenue $0

Investment Income $0

Other Revenue $65,862

TOTAL REVENUE $188,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,676

Program Expenses $133,163

Other Expenses $142,526

TOTAL EXPENSES $142,526

Year-over-Year Comparison

	2019	2018	Change
Revenue	$188,587	$174,058	+0.1%
Expenses	$142,526	$168,052	-0.2%
Net Income	$46,061	$6,006	+6.7%

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
Kris Humphreys	Past President	2.00	Officer Director	$0	$0	$0
Beca Flamfoth	Asst. Treasurer	3.00	Director	$0	$0	$0
Stephanie Gardner	Secretary	1.00	Director	$0	$0	$0
Ellen Yingling	Treasurer	5.00	Officer Director	$0	$0	$0
Mary Hamid	President	10.00	Officer Director	$0	$0	$0
Melissa Coates	VP Communicatio	1.00	Director	$0	$0	$0
Michelle McNeer	VP Fund Develop	1.00	Director	$0	$0	$0
Brooke Meyer	VP Events	1.00	Director	$0	$0	$0
Kristin Hennessy	President Elect	3.00	Director	$0	$0	$0
Brittany Cordeiro	VP Stud Enrich	1.00	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
2020	$188,587	$142,526	$101,918	$46,061

PTA North Carolina Congress Sharon Elementary