HEAVILIN ELEMENTARY PARENT AND TEACHER ASSOCIATION (EIN 821334200) - 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

2017

Principal Officer

DANA BRAD

Phone

2195313060

Tax Period

2023-07-01 to 2024-06-30

HEAVILIN ELEMENTARY PARENT AND TEACHER ASSOCIATION, founded in 2017, is a micro nonprofit in the Education sector that reported $50K in total revenue in fiscal year 2023.

Mission

PROVIDE FUNDING FOR SCHOOL NEEDS AND EVENTS.

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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 $4,744

Program Service Revenue $0

Investment Income $0

Other Revenue $45,265

TOTAL REVENUE $50,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,789

Other Expenses $51,789

TOTAL EXPENSES $51,789

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,009	$48,230	+0.0%
Expenses	$51,789	$42,517	+0.2%
Net Income	$-1,780	$5,713	-1.3%

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

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
DANA DELOIAN	VP OF EVENTS	N/A	Director	$0	$0	$0
DANA FUNK	FUNDRAISING	N/A	Director	$0	$0	$0
TRACY MATT	ROOM PARENTS	N/A	Director	$0	$0	$0
LAURA RUCKAS	ROOM PARENTS	N/A	Director	$0	$0	$0
MELISSA THOMPSON	TEACHER REP	N/A	Director	$0	$0	$0
DANIELLE BATTISTA	E-SECRETARY	N/A	Officer	$0	$0	$0
DANA BRAD	PRESIDENT	N/A	Officer	$0	$0	$0
KATE GONG	TREASURER	N/A	Officer	$0	$0	$0
ULRIKE HORD	SECRETARY	N/A	Officer	$0	$0	$0
MELISSA ROBINSON	VP OF EVENTS	N/A	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
2025	No data	No data	No data	No data
2024	$50,009	$51,789	$21,383	$-1,780
2023	$48,230	$42,517	$23,163	$5,713
2022	$41,330	$32,694	$17,450	$8,636

HEAVILIN ELEMENTARY PARENT AND TEACHER ASSOCIATION