Overton Park Elementary PTA (EIN 851002172) - 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

2020

Legal Domicile

Principal Officer

Sarah Koons

Phone

8173083115

Tax Period

2024-07-01 to 2025-06-30

Overton Park Elementary PTA, founded in 2020, is a small nonprofit that reported $568K in total revenue in fiscal year 2024. Expenses of $530K left a modest 7% surplus.

Mission

Support Overton Park Elementary School

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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 $44,067

Program Service Revenue $0

Investment Income $13,579

Other Revenue $510,758

TOTAL REVENUE $568,404

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $517,659

Other Expenses $530,308

TOTAL EXPENSES $530,308

Year-over-Year Comparison

	2024	2023	Change
Revenue	$568,404	$570,193	0.0%
Expenses	$530,308	$489,126	+0.1%
Net Income	$38,096	$81,067	-0.5%

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
Caroline Bredthauer	President	8.00	Director	$0	$0	$0
Jessica Supiano	1st VP - Communications	8.00	Director	$0	$0	$0
Jen Raymer	2nd VP -Programs	8.00	Director	$0	$0	$0
Amanda Wortmann	3rd VP - Volunteers	8.00	Director	$0	$0	$0
Meredith Brunson	4th VP - Fundraising	8.00	Director	$0	$0	$0
Katie Brazeal	Recording Secretary	8.00	Director	$0	$0	$0
Sarah Koons	Treasurer	8.00	Director	$0	$0	$0
Lindsay Becera	Assistant Treasurer	8.00	Director	$0	$0	$0
Amanda Wortmann	Special Projects	8.00	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	$568,404	$530,308	$764,089	$38,096
2024	$570,193	$489,126	$716,168	$81,067
2023	$512,434	$488,621	$642,411	$23,813
2022	$456,913	$386,303	$599,565	$70,610
2021	$631,139	$365,546	$528,725	$265,593

Overton Park Elementary PTA