BROMWELL ELEMENTARY SCHOOL PTA GROUP 0965 (EIN 846048030) - 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

1946

Legal Domicile

Phone

7204249330

Tax Period

2023-06-01 to 2024-05-31

BROMWELL ELEMENTARY SCHOOL PTA GROUP 0965, founded in 1946, is a small nonprofit that reported $263K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

THE ROLE OF THE BROMWELL PTAIS TO BUILD COMMUNITY PROMOTE VOLUNTEERING RAISE FUNDS AND SUPPORT OUR 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 (2023)

Revenue Breakdown

Contributions & Grants $258,776

Program Service Revenue $0

Investment Income $3,807

Other Revenue $0

TOTAL REVENUE $262,583

Expense Breakdown

Grants Paid $210,726

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,554

Other Expenses $12,594

TOTAL EXPENSES $261,874

Year-over-Year Comparison

	2023	2022	Change
Revenue	$262,583	$282,068	-0.1%
Expenses	$261,874	$274,145	0.0%
Net Income	$709	$7,923	-0.9%

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

125

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
ERIN PHELAN	PRESIDENT	3.00	Officer	$0	$0	$0
EMILY PEROS	SECRETARY	3.00	Officer	$0	$0	$0
IMTHIAZ HOUSEMAN	TREASURER	3.00	Officer	$0	$0	$0
LEXIE KROHN PARKER	VP MEMBERSHIP	3.00	Officer	$0	$0	$0
ROB INGLIS	VP FUNDRAISING	3.00	Officer	$0	$0	$0
JEN GOETHALS	VP COMMUNITY	3.00	Officer	$0	$0	$0
SHAWN WILLIAMS	VP COMMUNITY	3.00	Officer	$0	$0	$0
ANDREA STAPLEFORD	VP COMMUNICATIONS	3.00	Officer	$0	$0	$0
NICK EVANS	VP FUNDRAISING	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2024	$262,583	$261,874	$401,132	$709
2023	$282,068	$274,145	$400,423	$7,923
2022	$302,020	$224,833	$396,407	$77,187
2021	$123,891	$275,369	$319,220	$-151,478
2020	$251,260	$225,559	$470,698	$25,701
2019	$214,191	$222,849	$444,997	$-8,658
2018	$258,306	$244,862	$453,655	$13,444

BROMWELL ELEMENTARY SCHOOL PTA GROUP 0965