Myers Park Traditional School PTA (EIN 581367987) - 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

Kendall Rich

Phone

9803435522

Tax Period

2023-07-01 to 2024-06-30

Myers Park Traditional School PTA is a small nonprofit that reported $190K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $36K, a strong 19% operating margin.

Mission

STUDENT ADVOCACY AND TEACHER SUPPORT

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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 $141,553

Program Service Revenue $13,910

Investment Income $0

Other Revenue $34,763

TOTAL REVENUE $190,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,645

Other Expenses $153,898

TOTAL EXPENSES $153,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,226	$232,999	-0.2%
Expenses	$153,898	$180,930	-0.1%
Net Income	$36,328	$52,069	-0.3%

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
Kendall Rich	President	12.00	Officer Director	$0	$0	$0
Brittany McCauley	Vice President	12.00	Officer Director	$0	$0	$0
Kendra Connolly	Secretary	12.00	Officer Director	$0	$0	$0
Catherine Manley	Treasurer	12.00	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	No data	No data	No data	No data
2024	$190,226	$153,898	$201,218	$36,328
2023	$232,999	$180,930	$164,890	$52,069

Myers Park Traditional School PTA