PALM VALLEY ACADEMY PARENT-TEACHER ORGANIZATION INC (EIN 824873549) - 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

2018

Legal Domicile

Principal Officer

BRITTANY HULSEY

Phone

6145196578

Tax Period

2023-07-01 to 2024-06-30

PALM VALLEY ACADEMY PARENT-TEACHER ORGANIZATION INC, founded in 2018, is a small nonprofit in the Education sector that reported $172K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $29K, a strong 17% operating margin.

Mission

TO ENHANCE THE EDUCATIONAL EXPERIENCE AT PALM VALLEY ACADEMY AND TO DEVELOP A CLOSER CONNECTION BETWEEN SCHOOL AND HOME.

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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 $74,949

Program Service Revenue $0

Investment Income $65

Other Revenue $97,371

TOTAL REVENUE $172,385

Expense Breakdown

Grants Paid $70,074

Salaries & Benefits $0

Fundraising Expenses $800

Program Expenses $124,974

Other Expenses $72,815

TOTAL EXPENSES $142,889

Year-over-Year Comparison

	2023	2022	Change
Revenue	$172,385	$255,628	-0.3%
Expenses	$142,889	$210,307	-0.3%
Net Income	$29,496	$45,321	-0.3%

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

200

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
ELIZABETH GASSNER	PRESIDENT	15.00	Officer Director	$0	$0	$0
JESSICA DERENAU	CO-VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANN POWERS	CO-VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRITTANY HULSEY	TREASURER	10.00	Officer Director	$0	$0	$0
HONESTY HARLESS	SECRETARY	2.00	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	$172,385	$142,889	$261,483	$29,496
2023	$255,628	$210,307	$231,987	$45,321
2022	$171,603	$171,342	$186,666	$261
2021	$159,097	$186,294	$186,406	$-27,197
2020	$300,932	$216,244	$213,603	$84,688
2019	$269,291	$222,690	$130,761	$46,601

PALM VALLEY ACADEMY PARENT-TEACHER ORGANIZATION INC