INTELLECTUAL VIRTUES ACADEMY PTA (EIN 901014948) - 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

2013

Principal Officer

DANA STUMP

Tax Period

2018-07-01 to 2019-06-30

INTELLECTUAL VIRTUES ACADEMY PTA, founded in 2013, is a micro nonprofit that reported $57K in total revenue in fiscal year 2018.

Mission

TO CREATE OPPORTUNITIES FOR FAMILIES OF INTELLECTUAL VIRTUES ACADEMY TO GET INVOLVED AND BE ENGAGED AND TO PROVIDE FUNDS FOR THE SCHOOL TO ENHANCE STUDENT PROGRAMS

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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 (2018)

Revenue Breakdown

Contributions & Grants $761

Program Service Revenue $55,017

Investment Income $0

Other Revenue $1,303

TOTAL REVENUE $57,081

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $91

Program Expenses $56,055

Other Expenses $56,237

TOTAL EXPENSES $56,237

Year-over-Year Comparison

	2018	2017	Change
Revenue	$57,081	$55,446	+0.0%
Expenses	$56,237	$54,475	+0.0%
Net Income	$844	$971	-0.1%

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

N/A

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
DANA STUMP	PRESIDENT	10.00	Officer Director	$0	$0	$0
KIM BOSS	VP OF MEMBER	5.00	Officer Director	$0	$0	$0
CHERYL MATHIEU	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
GABY SCHMIDT	AUDITOR	5.00	Officer Director	$0	$0	$0
JENNIFER VAN DER FLUIT	TREASURER	5.00	Officer Director	$0	$0	$0
HOLLY LUEDEE	SECRETARY	5.00	Officer 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
2019	$57,081	$56,237	$24,182	$844

INTELLECTUAL VIRTUES ACADEMY PTA