ABERNETHY PTA (EIN 931008897) - 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

2006

Legal Domicile

Principal Officer

ROSE CAUDILLO

Phone

5039166190

Tax Period

2020-07-01 to 2021-06-30

ABERNETHY PTA, founded in 2006, is a small nonprofit that reported $124K in total revenue in fiscal year 2020. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $113K left a modest 9% surplus.

Mission

TO SUPPORT ABERNETHY ELEMENTARY SCHOOL, BY CONDUCTING FUNDRAISERS IN ORDER TO FUND PROGRAMS THAT WOULD OTHERWISE BE UNAVAILABLE TO THE STUDENTS.

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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 $111,382

Program Service Revenue $0

Investment Income $0

Other Revenue $12,613

TOTAL REVENUE $123,995

Expense Breakdown

Grants Paid $98,000

Salaries & Benefits $0

Fundraising Expenses $1,524

Program Expenses $108,406

Other Expenses $14,709

TOTAL EXPENSES $112,709

Year-over-Year Comparison

	2020	2019	Change
Revenue	$123,995	$277,501	-0.6%
Expenses	$112,709	$325,459	-0.7%
Net Income	$11,286	$-47,958	-1.2%

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

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
ROSE CAUDILLO	PRESIDENT	6.00	Officer	$0	$0	$0
PAUL COLEMAN	VICE PRESIDE	5.00	Officer	$0	$0	$0
PAUL HORSELL	TREASURER	4.00	Officer	$0	$0	$0
ERICKA MORGAN	SECRETARY	3.00	Officer	$0	$0	$0
HANNA NEWELL	PAST PRESIDE	8.00	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
2021	$123,995	$112,709	$56,189	$11,286
2020	$277,501	$325,459	$44,903	$-47,958
2019	$470,812	$419,297	$92,861	$51,515

ABERNETHY PTA