CORAL SPRINGS CHARTER SCHOOL PTSO (EIN 650932358) - 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

1999

Legal Domicile

Principal Officer

MATRIKA SHEPHERD

Phone

9543621811

Tax Period

2020-01-01 to 2020-12-31

CORAL SPRINGS CHARTER SCHOOL PTSO, founded in 1999, is a micro nonprofit in the Education sector that reported $13K in total revenue in fiscal year 2020. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $33K exceeded revenue, resulting in a 160% operating deficit.

Mission

THROUGH SALES OF UNIFORMS, BOOKS AND OTHER FUNDRAISING EVENTS THE CHARTER SCHOOL PTSO PROVIDES ADDITIONAL ASSISTANCE TO THE CORAL SPRINGS CHARTER SCHOOL TO BENEFIT THE STUDENTS

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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 $10,361

Program Service Revenue $0

Investment Income $0

Other Revenue $2,261

TOTAL REVENUE $12,622

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,170

Other Expenses $32,850

TOTAL EXPENSES $32,850

Year-over-Year Comparison

	2020	2019	Change
Revenue	$12,622	$96,795	-0.9%
Expenses	$32,850	$109,407	-0.7%
Net Income	$-20,228	$-12,612	+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	Role	Reportable Comp	Other Comp	Total
Matrika Shepherd	PRESIDENT	Director	$0	$0	$0
Kim Mills	Treasurer	Director	$0	$0	$0
Gena Kaplan	VP of Fundraising	Director	$0	$0	$0
Dionne Montgomery	VP of Membership	Director	$0	$0	$0
Gina Fernandez	Secretary	Director	$0	$0	$0
Elizabeth Beford Garcia	VP Volunteer Coord.	Director	$0	$0	$0
Melissa Loonam	Parliamentarian	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
2020	$12,622	$32,850	$99,596	$-20,228
2019	$96,795	$109,407	$119,874	$-12,612

CORAL SPRINGS CHARTER SCHOOL PTSO