PTA Georgia Congress - Mt Bethel Elementary PTA (EIN 581375982) - 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

1978

Legal Domicile

Principal Officer

Kristin Benninger

Phone

7705787248

Tax Period

2024-07-01 to 2025-06-30

PTA Georgia Congress - Mt Bethel Elementary PTA, founded in 1978, is a small nonprofit that reported $102K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $114K exceeded revenue, resulting in a 12% operating deficit.

Mission

The Mt. Bethel PTAs primary purpose is the collection of voluntary dues and to provide fundraising activities for PTA educational programs to support Mt. Bethel 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 $11,737

Program Service Revenue $24,451

Investment Income $11

Other Revenue $65,879

TOTAL REVENUE $102,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,975

Other Expenses $114,251

TOTAL EXPENSES $114,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$102,078	$125,714	-0.2%
Expenses	$114,251	$142,904	-0.2%
Net Income	$-12,173	$-17,190	-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

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
Amy Stewart	Co-President	010.00	Officer Director	$0	$0	$0
Lisa Long	Co-President	010.00	Officer Director	$0	$0	$0
Nicole Kelly	Vice-President	010.00	Officer Director	$0	$0	$0
N/A	Vice-President	010.00	Officer Director	$0	$0	$0
Katie Johnson	Vice-President	010.00	Officer Director	$0	$0	$0
Kristin Benninger	Treasurer	015.00	Officer Director	$0	$0	$0
Shawna Critelli	Secretary	010.00	Officer Director	$0	$0	$0
Riva Goldband	Parliamentarian	010.00	Officer Director	$0	$0	$0
Tucker Smith	Principal	010.00	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	$102,078	$114,251	$123,763	$-12,173
2024	$125,714	$142,904	$116,989	$-17,190
2023	$141,048	$97,849	$151,275	$43,199
2022	$140,371	$99,648	$116,134	$40,723
2021	$70,065	$49,827	$78,048	$20,238
2020	$129,768	$111,080	$29,306	$18,688
2019	$159,250	$160,106	$49,589	$-856

PTA Georgia Congress - Mt Bethel Elementary PTA