PS 527 PTA Inc (EIN 842226667) - 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

2019

Legal Domicile

Principal Officer

Annie Heller

Phone

2128282710

Tax Period

2022-07-01 to 2023-06-30

PS 527 PTA Inc, founded in 2019, is a small nonprofit in the Education sector that reported $290K in total revenue in fiscal year 2022. Expenses of $381K exceeded revenue, resulting in a 31% operating deficit.

Mission

To support the educational and learning needs of the children of P.S. 527.

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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 (2022)

Revenue Breakdown

Contributions & Grants $180,414

Program Service Revenue $0

Investment Income $0

Other Revenue $109,379

TOTAL REVENUE $289,793

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $376,604

Other Expenses $381,012

TOTAL EXPENSES $381,012

Year-over-Year Comparison

	2022	2021	Change
Revenue	$289,793	$278,759	+0.0%
Expenses	$381,012	$151,964	+1.5%
Net Income	$-91,219	$126,795	-1.7%

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

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
Natasha Lambropoulos	Co-President	1.00	Officer	$0	$0	$0
Bena Shah	Co-President	1.00	Officer	$0	$0	$0
Suzanne Kaplan	Co-Vice President (1st)	1.00	Officer	$0	$0	$0
Gavrielle Villanueva	Co-Vice President (1st)	1.00	Officer	$0	$0	$0
Michelle Karlin	Co-Vice President (2nd)	1.00	Officer	$0	$0	$0
Lucy Vieira	Co-Vice President (2nd)	1.00	Officer	$0	$0	$0
Annie Heller	Co-Treasurer	1.00	Officer	$0	$0	$0
Shema Patel	Co-Treasurer	1.00	Officer	$0	$0	$0
Melissa Gildea	Co-Secretary	1.00	Officer	$0	$0	$0
Cliff Schneider	Co-Secretary	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$289,793	$381,012	$129,248	$-91,219
2022	$278,759	$151,964	$220,467	$126,795
2021	$159,573	$215,214	$93,670	$-55,641
2020	$204,095	$131,812	$149,312	$72,283

PS 527 PTA Inc