PTA Georgia Morris Brandon (EIN 581550893) - 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

2001

Legal Domicile

Principal Officer

Joanna Clauss

Phone

4043502153

Tax Period

2023-07-01 to 2024-06-30

PTA Georgia Morris Brandon, founded in 2001, is a micro nonprofit that reported $5K in total revenue in fiscal year 2023. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $49K exceeded revenue, resulting in a 827% operating deficit.

Mission

To provide enrichment programs for Morris Brandon Elementary School.

🔒

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 $1,175

Program Service Revenue $26

Investment Income $0

Other Revenue $4,068

TOTAL REVENUE $5,269

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,750

Other Expenses $18,848

TOTAL EXPENSES $48,848

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,269	$128,551	-1.0%
Expenses	$48,848	$142,236	-0.7%
Net Income	$-43,579	$-13,685	+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
Brittany Goepp	Co-President	006.25	Officer Director	$0	$0	$0
Lindsey Porte	Co-President	006.25	Officer Director	$0	$0	$0
Lane Kurban	Secretary	002.50	Officer Director	$0	$0	$0
Evan Carters	Treasurer	005.00	Officer Director	$0	$0	$0
Drew Bolton	VP Communications	002.00	Officer Director	$0	$0	$0
Karen Bain	Parliamentarian	002.00	Director	$0	$0	$0
Shannon Konn	VP Events	005.00	Director	$0	$0	$0
Octavia Toliver	VP Fundraising	005.00	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
2024	$5,269	$48,848	$16,216	$-43,579
2023	$128,551	$142,236	$59,795	$-13,685
2022	$96,241	$77,895	$73,480	$18,346
2021	$51,441	$47,697	$55,134	$3,744
2020	$129,879	$115,275	$51,390	$14,604
2019	$166,303	$206,701	$36,786	$-40,398

PTA Georgia Morris Brandon