PTA SOUTH CAROLINA CONGRESS BELLE HALL ELEMENTARY SCHOOL PTA (EIN 570916845) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

TERRYN PATTERSON

Phone

8438496975

Tax Period

2023-07-01 to 2024-06-30

PTA SOUTH CAROLINA CONGRESS BELLE HALL ELEMENTARY SCHOOL PTA, founded in 1979, is a small nonprofit that reported $205K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $185K left a modest 10% surplus.

Mission

SCHOOL PTA ASSOCIATION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $63,401

Program Service Revenue $17,148

Investment Income $342

Other Revenue $123,945

TOTAL REVENUE $204,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $183,479

Other Expenses $184,511

TOTAL EXPENSES $184,511

Year-over-Year Comparison

	2023	2022	Change
Revenue	$204,836	$175,271	+0.2%
Expenses	$184,511	$192,471	0.0%
Net Income	$20,325	$-17,200	-2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JENNIFER HUFFMAN	PRESIDENT	5.00	Officer	$0	$0	$0
KAILEY LIVINGSTON	SECRETARY	5.00	Officer	$0	$0	$0
TERRYN PATTERSON	TREASURER	5.00	Officer	$0	$0	$0
LAURA BLANCHARD	DIRECTOR	1.00	Director	$0	$0	$0
LISSETTE SANCHEZ	DIRECTOR	1.00	Director	$0	$0	$0
EMILIE JETER	DIRECTOR	1.00	Director	$0	$0	$0
KATIE MCGINNIS	DIRECTOR	1.00	Director	$0	$0	$0
MEREDITH JENKINSON	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN DRAPER	DIRECTOR	1.00	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	$204,836	$184,511	$271,312	$20,325
2023	$175,271	$192,471	$250,987	$-17,200
2022	$220,123	$160,479	$268,187	$59,644
2021	$80,147	$100,025	$208,543	$-19,878
2020	$164,523	$137,488	$228,421	$27,035

PTA SOUTH CAROLINA CONGRESS BELLE HALL ELEMENTARY SCHOOL PTA