Sargent School PTC (EIN 680228208) - 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

2005

Principal Officer

Zara Kates

Phone

4258293459

Tax Period

2023-07-01 to 2024-06-30

Sargent School PTC, founded in 2005, is a micro nonprofit in the Education sector that reported $34K in total revenue in fiscal year 2023. Revenue surged 305% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13K, a strong 39% operating margin.

Mission

Provide Support for Public 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 (2023)

Revenue Breakdown

Contributions & Grants $2,490

Program Service Revenue $0

Investment Income $0

Other Revenue $31,335

TOTAL REVENUE $33,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,368

Other Expenses $20,692

TOTAL EXPENSES $20,692

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,825	$8,343	+3.1%
Expenses	$20,692	$18,879	+0.1%
Net Income	$13,133	$-10,536	-2.2%

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
Jennifer Doyle	President	2.00	Director	$0	$0	$0
Treya Vallas	VP Membership	2.00	Director	$0	$0	$0
Betty Wright	VP of Comms	2.00	Director	$0	$0	$0
Clarizza Constintino	Secretary	2.00	Director	$0	$0	$0
Zara Kates	Treasurer	5.00	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
2025	No data	No data	No data	No data
2024	$33,825	$20,692	$32,454	$13,133
2023	$8,343	$18,879	$19,321	$-10,536

Sargent School PTC