Sulphur Springs School PTA (EIN 900690686) - 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

1940

Legal Domicile

Principal Officer

Deb Ortiz

Tax Period

2019-07-01 to 2020-06-30

Sulphur Springs School PTA, founded in 1940, is a micro nonprofit that reported $74K in total revenue in fiscal year 2019. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 15% operating margin.

Mission

The mission of the PTA is to be: 1. A powerful voice for all children 2. A relevant resource for families and communities 3. A strong advocate for the education and well-being of every child

🔒

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 (2019)

Revenue Breakdown

Contributions & Grants $93,356

Program Service Revenue $1,340

Investment Income $18

Other Revenue $-20,891

TOTAL REVENUE $73,823

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,861

Program Expenses $59,169

Other Expenses $62,710

TOTAL EXPENSES $62,710

Year-over-Year Comparison

	2019	2018	Change
Revenue	$73,823	$102,994	-0.3%
Expenses	$62,710	$104,037	-0.4%
Net Income	$11,113	$-1,043	-11.7%

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

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
Cynthia Del Rosario	Executive Vice President	2.00	Officer	$0	$0	$0
Courtney Newsom	VP - Ways & Means	4.00	Officer	$0	$0	$0
Jesse Perez	Treasurer	4.00	Officer	$0	$0	$0
Karen Franquiz	VP-Membership	2.00	Officer	$0	$0	$0
Tina Roberts	Recording Secretary	4.00	Officer	$0	$0	$0
Debbie Jaggers	Financial Secretary	4.00	Officer	$0	$0	$0
Jennifer Mores	Auditor	4.00	Officer	$0	$0	$0
Nicole Garrido	Historian	2.00	Officer	$0	$0	$0
Evelyn Santos	Parliamentarian	2.00	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
2020	$73,823	$62,710	$55,042	$11,113
2019	$102,994	$104,037	$43,929	$-1,043

Sulphur Springs School PTA