PTA NC CONGRESS HOLLY RIDGE MIDDLE SCHOOL (EIN 582673631) - 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

2003

Legal Domicile

Principal Officer

STACEY FRALEY

Phone

9195771335

Tax Period

2020-07-01 to 2021-06-30

PTA NC CONGRESS HOLLY RIDGE MIDDLE SCHOOL, founded in 2003, is a micro nonprofit that reported $23K in total revenue in fiscal year 2020. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $26K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE HOLLY RIDGE PTA RAISES FUNDS FOR THE HOLLY RIDGE MIDDLE SCHOOL THAT CAN BE UTILIZED IN THE PROMOTION OF SCHOOL SPIRIT, IMPORVED PARENT AND TEACHER RELATIONS, AND TO IIMPROVE THE QUALITY OF THE STUDENT EDUCATIONAL EXPERIENCE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $2,445

Program Service Revenue $20,267

Investment Income $0

Other Revenue $267

TOTAL REVENUE $22,979

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,171

Other Expenses $25,782

TOTAL EXPENSES $25,782

Year-over-Year Comparison

	2020	2019	Change
Revenue	$22,979	$35,181	-0.3%
Expenses	$25,782	$42,702	-0.4%
Net Income	$-2,803	$-7,521	-0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBEKAH CLINE	TREASURER	10.00	Officer	$0	$0	$0
STACEY FRALEY	PRESIDENT	20.00	Officer	$0	$0	$0
ANDREA LANARO	VICE PRESIDE	8.00	Officer	$0	$0	$0
SARAH POYTHRESS	SECRETARY	3.00	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
2021	$22,979	$25,782	$35,700	$-2,803
2020	$35,181	$42,702	$18,053	$-7,521
2019	$66,789	$55,331	$25,574	$11,458

PTA NC CONGRESS HOLLY RIDGE MIDDLE SCHOOL