PTA HAL AND MARY SHELTON

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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

2009

Legal Domicile

Phone

3039825686

Tax Period

2024-07-01 to 2025-06-30

PTA HAL AND MARY SHELTON, founded in 2009, is a small nonprofit in the Education sector that reported $289K in total revenue in fiscal year 2024. Revenue surged 120% from the prior year, signaling strong growth momentum. Expenses of $319K exceeded revenue, resulting in a 10% operating deficit.

Mission

THE PRIMARY EXEMPT PURPOSE IS TO ADVOCATE FOR THE CHILDREN OF SHELTON ELEMENTARY SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $143,664 Revenue: $154,408

PLAYGROUND AND BIKE TRACK TO BENEFIT ALL SHELTON ELEMENTARY STUDENTS, TEACHERS AND STAFF.

Program 2

Expenses: $83,991 Revenue: $82,521

AFTER SCHOOL ENRICHMENT PROGRAM TO BENEFIT ALL SHELTON ELEMENTARY STUDENTS.

Program 3

Expenses: $83,987

ENRICHMENT AND SUPPORT PROGRAMS TO BENEFIT ALL SHELTON ELEMENTARY STUDENTS, TEACHERS AND STAFF.

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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 (2024)

Revenue Breakdown

Contributions & Grants $53,965

Program Service Revenue $236,929

Investment Income $7

Other Revenue $-1,700

TOTAL REVENUE $289,201

Expense Breakdown

Grants Paid $294,607

Salaries & Benefits $0

Fundraising Expenses $3,402

Program Expenses $311,642

Other Expenses $24,399

TOTAL EXPENSES $319,006

Year-over-Year Comparison

	2024	2023	Change
Revenue	$289,201	$131,487	+1.2%
Expenses	$319,006	$92,306	+2.5%
Net Income	$-29,805	$39,181	-1.8%

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
DAVE FULTON	CO VICE PRESIDENT	1.00	Officer	$0	$0	$0
MAYA CHAIN	PRESIDENT	7.00	Officer	$0	$0	$0
SARAH HAWKINS	CO TREASURER	4.00	Officer	$0	$0	$0
MONICA ZORMAN	CO TREASURER	3.00	Officer	$0	$0	$0
JOE HEYWOOD	CO VICE PRESIDENT	1.00	Officer	$0	$0	$0
CHRISTINE YEAGER	CO SECRETARY	3.00	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	$289,201	$319,006	$43,531	$-29,805