Mt Pleasant Academy PTA

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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

Phone

8438492826

Tax Period

2024-07-01 to 2025-06-30

Mt Pleasant Academy PTA is a small nonprofit that reported $234K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $71K, a strong 30% operating margin.

Mission

To improve physical and educational environment to children in grades Kindergarten through fifth grade.

Program Service Accomplishments

Program 1

Expenses: $159,836

To improve physical and educational environment to children in grades kindergarten to fifth grade.

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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 $80,997

Program Service Revenue $138,918

Investment Income $3,533

Other Revenue $10,791

TOTAL REVENUE $234,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $159,836

Other Expenses $163,636

TOTAL EXPENSES $163,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$234,239	$212,256	+0.1%
Expenses	$163,636	$84,554	+0.9%
Net Income	$70,603	$127,702	-0.4%

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

N/A

Employees

N/A

Volunteers

N/A

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
Lauren Hamel	President	40.00	Officer	$0	$0	$0
Jessica Colvin	Vice President	20.00	Officer	$0	$0	$0
Reade Sikes	Treasurer	20.00	Officer	$0	$0	$0
Lauren Smith	Secretary	20.00	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
2025	$234,239	$163,636	$405,463	$70,603
2024	$212,256	$84,554	$334,860	$127,702
2023	$212,453	$65,531	$207,158	$146,922
2022	$166,508	$161,289	$60,319	$5,219
2021	$112,276	$134,437	$55,101	$-22,161
2020	$110,025	$122,853	$77,221	$-12,828
2018	$157,514	$140,999	$64,943	$16,515