BRENTWOOD MIDDLE SCHOOL PARENT TEACHER ORGANIZATION (EIN 581571515) - 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

1988

Legal Domicile

Principal Officer

ELISA ROMANS HALIE FISHER

Phone

6154724250

Tax Period

2023-07-01 to 2024-06-30

BRENTWOOD MIDDLE SCHOOL PARENT TEACHER ORGANIZATION, founded in 1988, is a small nonprofit in the Education sector that reported $525K in total revenue in fiscal year 2023. The organization ran a surplus of $129K, a strong 25% operating margin.

Mission

OUR MISSION IS TO PROVIDE VOLUNTEER AND FINANCIAL SUPPORT TO BRENTWOOD MIDDLE SCHOOL (BMS) IN ORDER TO PROMOTE THE WELL-BEING OF ALL BMS STUDENTS AND ENHANCE THEIR ACADEMIC, FINE ARTS AND ATHLETIC OPPORTUNITIES.

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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 $481,930

Program Service Revenue $15,705

Investment Income $0

Other Revenue $27,551

TOTAL REVENUE $525,186

Expense Breakdown

Grants Paid $15,705

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $391,543

Other Expenses $380,100

TOTAL EXPENSES $395,805

Year-over-Year Comparison

	2023	2022	Change
Revenue	$525,186	N/A	N/A
Expenses	$395,805	N/A	N/A
Net Income	$129,381	N/A	N/A

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

400

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
ELISA ROMANS	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
HALIE FISHER	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
CRISTIN PATTERSON	CO-VICE PRES.	4.00	Officer Director	$0	$0	$0
NATALIE METZGER	CO-VICE PRES.	4.00	Officer Director	$0	$0	$0
ANNA WEST	Treasurer	4.00	Officer Director	$0	$0	$0
KELLY BARRETT	ASST. TREASURER	1.00	Officer Director	$0	$0	$0
JULIE DREYFUS	Secretary	1.00	Officer Director	$0	$0	$0
KARIN MAXWELL	FUNDRAISING CHR	1.00	Director	$0	$0	$0
SUZANNE TATUM	ASST. FUNDRAIS.	1.00	Director	$0	$0	$0
SUNNY HILL	HOSPITALITY CHR	1.00	Director	$0	$0	$0
DR BILL HARLIN NON-VOTING	PRINCIPAL	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
2024	$525,186	$395,805	$242,785	$129,381

BRENTWOOD MIDDLE SCHOOL PARENT TEACHER ORGANIZATION