UNIVERSITY PARK SCHOOL PARENT-TEACHER ASSOCIATION (EIN 750855637) - 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

1940

Legal Domicile

Principal Officer

KATHARINE MYATT

Phone

2145590784

Tax Period

2023-07-01 to 2024-06-30

UNIVERSITY PARK SCHOOL PARENT-TEACHER ASSOCIATION, founded in 1940, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2023. Expenses of $1.8M left a modest 3% surplus.

Mission

TO PROVIDE SUPPORT FOR UNIVERSITY PARK ELEMENTARY.

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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 $170,707

Program Service Revenue $676,309

Investment Income $58,689

Other Revenue $925,930

TOTAL REVENUE $1,831,635

Expense Breakdown

Grants Paid $1,114,272

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,756,722

Other Expenses $654,140

TOTAL EXPENSES $1,768,412

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,831,635	$1,768,231	+0.0%
Expenses	$1,768,412	$1,578,728	+0.1%
Net Income	$63,223	$189,503	-0.7%

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

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
WHITNEY ZAPFEE	PRESIDENT	4.00	Officer Director	$0	$0	$0
MELINDA SMITH	PRESIDENT-ELECT	4.00	Officer Director	$0	$0	$0
HOLLY LOSEY	TREASURER	4.00	Officer Director	$0	$0	$0
KATIE OLSON	TREASURER-ELECT	4.00	Officer Director	$0	$0	$0
JENNY MANHEIMER	WAYS AND MEANS	4.00	Officer Director	$0	$0	$0
JESSICA HOFFMANN	SECRETARY AND COMMUNICATIO	4.00	Officer Director	$0	$0	$0
PAULETTE FIRESTONE	CAFETERIA FINANCE OFFICER	4.00	Officer Director	$0	$0	$0
JORDAN KEENE	SPECIAL EVENTS AND PROGRAM	4.00	Officer Director	$0	$0	$0
MAURY NIERLING	FACULTY OUTREACH AND SUPPO	4.00	Officer Director	$0	$0	$0
JOAN WEINAND	BUILDINGS AND GROUNDS	4.00	Officer Director	$0	$0	$0
JULIA BACON	CAFETERIA FINANCE-ELECT	4.00	Officer 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	$1,831,635	$1,768,412	$1,921,489	$63,223
2023	$1,768,231	$1,578,728	$1,822,491	$189,503
2022	$1,382,964	$1,371,679	$1,557,586	$11,285
2021	$1,196,795	$1,277,612	$1,606,028	$-80,817
2020	$1,515,792	$1,507,258	$1,732,674	$8,534
2019	$1,491,308	$1,291,570	$1,683,449	$199,738
2018	$1,363,048	$1,320,565	$1,302,774	$42,483

UNIVERSITY PARK SCHOOL PARENT-TEACHER ASSOCIATION