BEACON HILL PTA 6-15-42 (EIN 911486400) - 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

Callista Chen

Phone

2062918144

Tax Period

2020-07-01 to 2021-06-30

BEACON HILL PTA 6-15-42, founded in 2000, is a small nonprofit in the Education sector that reported $310K in total revenue in fiscal year 2020. Expenses of $300K left a modest 3% surplus.

Mission

To promote the educational excellence, health, and wellness of all students and their families through advocacy, community-building, and enrichment 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 (2020)

Revenue Breakdown

Contributions & Grants $309,511

Program Service Revenue $0

Investment Income $14

Other Revenue $0

TOTAL REVENUE $309,525

Expense Breakdown

Grants Paid $267,167

Salaries & Benefits $0

Fundraising Expenses $380

Program Expenses $299,397

Other Expenses $32,730

TOTAL EXPENSES $299,897

Year-over-Year Comparison

	2020	2019	Change
Revenue	$309,525	N/A	N/A
Expenses	$299,897	N/A	N/A
Net Income	$9,628	$0	N/A

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

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
Callista Chen	President	15.00	Director	$0	$0	$0
Tarianne Nguyen	Vice President	5.00	Director	$0	$0	$0
Karla Sugitani	Secretary	5.00	Director	$0	$0	$0
Stephanie Gruss	Treasurer	10.00	Director	$0	$0	$0
Heather Hart	Board member at large	10.00	Director	$0	$0	$0
Stefano Mazilli	Membership Chair	2.00	Director	$0	$0	$0
Amber Banks	Race and Equity Chair	5.00	Director	$0	$0	$0
Beth Somerfield	Communications chair	5.00	Director	$0	$0	$0
Chris Peguero	Advocacy Chair	4.00	Director	$0	$0	$0
Sarah Lorimer	School Liaison	1.00	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
2021	$309,525	$299,897	$89,784	$9,628

BEACON HILL PTA 6-15-42