LEXINGTON ELEMENTARY SCHOOL PTA (EIN 570722985) - 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

Principal Officer

SABRINA FLOYD

Phone

8038214000

Tax Period

2023-07-01 to 2024-06-30

LEXINGTON ELEMENTARY SCHOOL PTA is a micro nonprofit that reported $40K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $46K exceeded revenue, resulting in a 15% operating deficit.

Mission

PROMOTING THE WELFARE OF CHILDREN AND YOUTH IN THE HOME, SCHOOL, AND COMMUNITY; RAISING STANDARDS OF HOME LIFE; AND BRINGING THE HOME AND SCHOOL INTO CLOSER RELATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $890

Program Service Revenue $2,296

Investment Income $0

Other Revenue $36,699

TOTAL REVENUE $39,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $21,123

Program Expenses $23,629

Other Expenses $25,580

TOTAL EXPENSES $45,798

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,885	$57,885	-0.3%
Expenses	$45,798	$70,586	-0.4%
Net Income	$-5,913	$-12,701	-0.5%

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

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
JANE BOUKNIGHT	TREASURER	N/A	Director	$0	$0	$0
SABRINA FLOYD	PRESIDENT	N/A	Director	$0	$0	$0
CARRIE HOUCK	VICE PRESIDE	N/A	Director	$0	$0	$0
CHRISTINA ROBERTSON	SECRETARY	N/A	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	No data	No data	No data	No data
2024	$39,885	$45,798	$22,912	$-5,913
2023	$57,885	$70,586	$28,825	$-12,701
2022	$44,201	$32,484	$41,526	$11,717

LEXINGTON ELEMENTARY SCHOOL PTA