North Beach Elementary PTA (EIN 911320831) - 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

1950

Legal Domicile

Principal Officer

Caitlin Mahon

Phone

2062521510

Tax Period

2023-07-01 to 2024-06-30

North Beach Elementary PTA, founded in 1950, is a small nonprofit in the Education sector that reported $222K in total revenue in fiscal year 2023. The organization ran a surplus of $55K, a strong 25% operating margin.

Mission

Education enrichment and enhancement, and community building.

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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 $94,199

Program Service Revenue $0

Investment Income $29

Other Revenue $127,863

TOTAL REVENUE $222,091

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,081

Other Expenses $166,908

TOTAL EXPENSES $166,908

Year-over-Year Comparison

	2023	2022	Change
Revenue	$222,091	$231,171	0.0%
Expenses	$166,908	$183,861	-0.1%
Net Income	$55,183	$47,310	+0.2%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Beth Carman	President	15.00	Officer	$0	$0	$0
Jennifer Markovitz	Secretary	7.00	Officer	$0	$0	$0
Vanessa Peterson	Treasurer	5.00	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	$222,091	$166,908	$370,446	$55,183
2023	$231,171	$183,861	$315,263	$47,310
2022	$230,103	$165,703	$267,953	$64,400
2021	$94,934	$163,334	$203,553	$-68,400
2020	$196,653	$180,220	$271,953	$16,433
2019	$190,434	$235,324	$255,520	$-44,890
2018	$225,817	$139,785	$300,410	$86,032

North Beach Elementary PTA