Greenwood Elementary School PTA (EIN 911426142) - 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

2000

Legal Domicile

Principal Officer

Kim Metzler

Phone

2062521410

Tax Period

2023-07-01 to 2024-06-30

Greenwood Elementary School PTA, founded in 2000, is a small nonprofit that reported $121K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $177K exceeded revenue, resulting in a 47% operating deficit.

Mission

PARENT TEACHERS ASSOCIATION

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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 $77,121

Program Service Revenue $0

Investment Income $3,327

Other Revenue $40,159

TOTAL REVENUE $120,607

Expense Breakdown

Grants Paid $8,535

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,914

Other Expenses $168,312

TOTAL EXPENSES $176,847

Year-over-Year Comparison

	2023	2022	Change
Revenue	$120,607	$147,813	-0.2%
Expenses	$176,847	$131,101	+0.3%
Net Income	$-56,240	$16,712	-4.4%

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

300

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
Ryan Bishman	President	3.00	Officer	$0	$0	$0
Lily Ferguson	Presiden	3.00	Officer	$0	$0	$0
Theresa Kearney	Secretary	3.00	Officer	$0	$0	$0
Laura Hatch	Secretary	1.00	Officer	$0	$0	$0
Doug Brinbury	Treasurer	1.00	Officer	$0	$0	$0
Kim Metzler	Treasurer	6.00	Officer	$0	$0	$0
Co-Treasurer	Trini Gartner	6.00	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	$120,607	$176,847	$167,217	$-56,240
2023	$147,813	$131,101	$223,457	$16,712
2022	$106,415	$141,928	$206,745	$-35,513
2021	$157,757	$53,996	$242,258	$103,761
2020	$146,196	$172,133	$138,497	$-25,937
2019	$228,144	$233,619	$165,339	$-5,475

Greenwood Elementary School PTA