INDEPENDENCE HIGH SCHOOL PTSO (EIN 861105056) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Christiana Trahan

Phone

6154724600

Tax Period

2023-07-01 to 2024-06-30

INDEPENDENCE HIGH SCHOOL PTSO, founded in 2004, is a small nonprofit in the Education sector that reported $971K in total revenue in fiscal year 2023. Expenses of $872K left a modest 10% surplus.

Mission

To enhance the quality of education for students at Independence High School through various fundraising activities, to help supplement programs and provide additional material and equipment, which fall outside the school budget. Also, to encourage more parent involvement.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $318,947

Program Service Revenue $427,785

Investment Income $5,609

Other Revenue $218,437

TOTAL REVENUE $970,778

Expense Breakdown

Grants Paid $28,550

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $871,635

Other Expenses $843,085

TOTAL EXPENSES $871,635

Year-over-Year Comparison

	2023	2022	Change
Revenue	$970,778	$939,061	+0.0%
Expenses	$871,635	$895,236	0.0%
Net Income	$99,143	$43,825	+1.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Role	Reportable Comp	Other Comp	Total
Christina Trahan	President	Officer	$0	$0	$0
Tiffani Marshall	Vice President	Officer	$0	$0	$0
Julie Holt	Treasurer	Officer	$0	$0	$0
Autumm Bradley	Secretary	Officer	$0	$0	$0
Stephanie Manis	Board Member	Officer	$0	$0	$0
Jennifer Berger	Board Member	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	$970,778	$871,635	$601,036	$99,143
2023	$939,061	$895,236	$501,893	$43,825
2022	$848,792	$697,926	$458,068	$150,866
2021	$530,952	$498,088	$307,202	$32,864
2020	$565,527	$617,058	$274,338	$-51,531
2019	$597,128	$559,049	$325,869	$38,079

INDEPENDENCE HIGH SCHOOL PTSO