SC CONGRESS OF PARENTS & TEACHERS HANAHAN MIDDLE PTA

EIN: 576069613 501(c)(3)

HANAHAN, SC

Total Revenue
$24,580
Total Expenses
$37,360
Total Assets
N/A
Net Assets
N/A
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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
2000
Legal Domicile
SC
Principal Officer
ANGEL MOUZON
Phone
8438203800
Tax Period
2018-07-01 to 2019-06-30

SC CONGRESS OF PARENTS & TEACHERS HANAHAN MIDDLE PTA, founded in 2000, is a micro nonprofit that reported $25K in total revenue in fiscal year 2018. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $37K exceeded revenue, resulting in a 52% operating deficit.

Mission

PTA SERVES THE PARENTS, TEACHERS AND STUDENTS OF HANAHAN ELEMENTARY SCHOOL BY PROVIDING EDUCATION, STUDENT INCENTIVES AND PROGRAMS

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $756
Investment Income $0
Other Revenue $23,824
TOTAL REVENUE $24,580

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $15,398
Program Expenses $21,962
Other Expenses $37,360
TOTAL EXPENSES $37,360

Year-over-Year Comparison

2018 2017 Change
Revenue $24,580 $36,382 -0.3%
Expenses $37,360 $34,824 +0.1%
Net Income $-12,780 $1,558 -9.2%
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

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Governance

Voting Members
N/A
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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOCEYLYN BERMUDEX PRESIDENT 0.00
Officer
$0 $0 $0
KIM RIGGERO VICE PRESIDENT 0.00
Officer
$0 $0 $0
KIM BRADY SECRETARY 0.00
Officer
$0 $0 $0
ANGEL MOUZON TREASURER 0.00
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
2019 $24,580 $37,360 No data $-12,780
2018 $36,382 $34,824 $12,780 $1,558
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