Inlet View Elementary PTA (EIN 920059089) - 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

2005

Legal Domicile

Principal Officer

Allison E Shepherd

Tax Period

2018-07-01 to 2019-06-30

Inlet View Elementary PTA, founded in 2005, is a micro nonprofit that reported $44K in total revenue in fiscal year 2018. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $16K, a strong 36% operating margin.

Mission

Support education and the student experience at Inlet View Elementary School

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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 $1,541

Program Service Revenue $3,401

Investment Income $0

Other Revenue $39,257

TOTAL REVENUE $44,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,661

Other Expenses $28,459

TOTAL EXPENSES $28,459

Year-over-Year Comparison

	2018	2017	Change
Revenue	$44,199	$47,336	-0.1%
Expenses	$28,459	$42,957	-0.3%
Net Income	$15,740	$4,379	+2.6%

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
Petra Wilm	President	3.00	Officer Director	$0	$0	$0
Michelle Coombs	Member at Large	3.00	Director	$0	$0	$0
Liz Larson	Member at Large	2.00	Director	$0	$0	$0
Sean Kelley	Member at Large	2.00	Director	$0	$0	$0
Alissa Pempek	Member at Large	2.00	Director	$0	$0	$0
Julie Lucky	Treasurer	3.00	Officer	$0	$0	$0
Allison E Shepherd	Vice President	3.00	Officer	$0	$0	$0
Heather Hanak Dongoski	Secretary	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
2019	$44,199	$28,459	$62,397	$15,740
2018	$47,336	$42,957	$46,657	$4,379

Inlet View Elementary PTA