CLEMMONS ELEMENTARY PTA (EIN 570791044) - 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

1985

Legal Domicile

Principal Officer

MEGAN CALLAGHAN

Phone

3367127578

Tax Period

2024-07-01 to 2025-06-30

CLEMMONS ELEMENTARY PTA, founded in 1985, is a small nonprofit that reported $128K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $117K left a modest 8% surplus.

Mission

PTA TO RAISE MONEY FOR SUPPLIES AND EQUIPMENT NEEDED FOR TEACHERS AND THE 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 $127,560

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $127,560

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $114,756

Other Expenses $117,443

TOTAL EXPENSES $117,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,560	$89,679	+0.4%
Expenses	$117,443	$78,313	+0.5%
Net Income	$10,117	$11,366	-0.1%

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

173

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
FARA OBYRNE	PRESIDENT	1	Officer	$0	$0	$0
BETHANY HOOKER	TREASURER	1	Director	$0	$0	$0
MEGAN CALLAGHAN	SECRETARY	1	Director	$0	$0	$0
LAUREN SCHNEIDER	VICE PRESIDENT	1	Director	$0	$0	$0
KATHY HICKS	PRESIDENT 2	1	Director	$0	$0	$0
KRISTEN TORUNO	PRESIDENT 3	1	Director	$0	$0	$0
KLARRA MCKINNEY	PRESIDENT 4	1	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	$127,560	$117,443	$21,483	$10,117
2024	$89,679	$78,313	$11,366	$11,366
2022	$100,462	$95,022	$5,440	$5,440
2020	$93,175	$93,725	$10,051	$-550

CLEMMONS ELEMENTARY PTA