Elizabeth Lane Elementary School PTA (EIN 561982862) - 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

1996

Legal Domicile

Principal Officer

Lauren Stroupe

Phone

9803435700

Tax Period

2019-07-01 to 2020-06-30

Elizabeth Lane Elementary School PTA, founded in 1996, is a small nonprofit that reported $130K in total revenue in fiscal year 2019. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $22K, a strong 17% operating margin.

Mission

The mission is to create a vibrant school community by supporting our teachers, staff, students, and families.

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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 $86,496

Program Service Revenue $35,655

Investment Income $64

Other Revenue $8,080

TOTAL REVENUE $130,295

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $0

Fundraising Expenses $2,470

Program Expenses $102,767

Other Expenses $105,860

TOTAL EXPENSES $108,360

Year-over-Year Comparison

	2019	2018	Change
Revenue	$130,295	$179,340	-0.3%
Expenses	$108,360	$177,587	-0.4%
Net Income	$21,935	$1,753	+11.5%

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

125

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
Meridith Doub	Member at Large	3	Director	$0	$0	$0
Laurie Moore	Audit Committee Chair	1	Director	$0	$0	$0
Stephanie Stallings	Nominating Committee Chair	2	Director	$0	$0	$0
Karen Webb	Advocacy Committee Chair	2	Director	$0	$0	$0
Eve Wallwork	Teacher Representative	2	Director	$0	$0	$0
Crystal Lail	Principal	2	Director	$0	$0	$0
Zoe Grabowski	President	10	Officer	$0	$0	$0
Ashley Conner	Vice President of Events	6	Officer	$0	$0	$0
Lauren Stroupe	Vice President of Fundraising	8	Officer	$0	$0	$0
Rebecca Ard	Vice President of Finance	10	Officer	$0	$0	$0
Amanda Molbert	Treasurer	8	Officer	$0	$0	$0
Chanda Green	Secretary	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	$130,295	$108,360	$54,113	$21,935
2019	$179,340	$177,587	$32,408	$1,753

Elizabeth Lane Elementary School PTA