PTA SC CONGRESS WHITESIDES ELEMENTARY SCHOOL (EIN 570739885) - 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

1979

Legal Domicile

Principal Officer

LAURA GRANDY

Phone

8438492838

Tax Period

2024-07-01 to 2025-06-30

PTA SC CONGRESS WHITESIDES ELEMENTARY SCHOOL, founded in 1979, is a small nonprofit that reported $148K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $183K exceeded revenue, resulting in a 24% operating deficit.

Mission

SUPPORT PUBLIC ELEMENTARY SCHOOL

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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 $44,580

Program Service Revenue $0

Investment Income $5,952

Other Revenue $97,442

TOTAL REVENUE $147,974

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $177,916

Other Expenses $183,366

TOTAL EXPENSES $183,366

Year-over-Year Comparison

	2024	2023	Change
Revenue	$147,974	$167,763	-0.1%
Expenses	$183,366	$175,204	+0.0%
Net Income	$-35,392	$-7,441	+3.8%

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

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
MARY LEE BRIGGS	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
KRISTIN GOULET	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
MARY GUERRY	CO-VICE PRES	10.00	Officer Director	$0	$0	$0
KELLIE KESSLER	CO-VICE PRES	10.00	Officer Director	$0	$0	$0
BRITTANY MICHEL	CO-SECRETARY	10.00	Officer Director	$0	$0	$0
ROBIN WARD	CO-SECRETARY	10.00	Officer Director	$0	$0	$0
NINA FREEMAN	CO-TREASURER	10.00	Officer Director	$0	$0	$0
LAURA GRANDY	CO-TREASURER	10.00	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	$147,974	$183,366	$171,165	$-35,392
2024	$167,763	$175,204	$206,557	$-7,441
2023	$156,593	$166,171	$213,998	$-9,578

PTA SC CONGRESS WHITESIDES ELEMENTARY SCHOOL