Helmers Elementary PTA (EIN 954123386) - 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

1994

Legal Domicile

Principal Officer

Nate Pair

Phone

6612864399

Tax Period

2024-07-01 to 2025-06-30

Helmers Elementary PTA, founded in 1994, is a micro nonprofit that reported $55K in total revenue in fiscal year 2024. The organization ran a surplus of $13K, a strong 24% operating margin.

Mission

Child Advocacy for Elementary-Aged School Children, With An Emphasis on Education And Health

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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 (2024)

Revenue Breakdown

Contributions & Grants $52,435

Program Service Revenue $0

Investment Income $0

Other Revenue $2,205

TOTAL REVENUE $54,640

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,033

Other Expenses $41,345

TOTAL EXPENSES $41,345

Year-over-Year Comparison

	2024	2023	Change
Revenue	$54,640	$52,159	+0.0%
Expenses	$41,345	$72,649	-0.4%
Net Income	$13,295	$-20,490	-1.6%

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
Nate Pair	President	4.00	Officer	$0	$0	$0
Linda Campbell	Treasurer	4.00	Officer	$0	$0	$0
Annemarie Helmick	Vice President-Fundraising	2.00	Officer	$0	$0	$0
Jessica Arnold	Secretary	4.00	Officer	$0	$0	$0
Heike Madsen	Vice President	2.00	Officer	$0	$0	$0
Daisy Ashenfelter	Vice President-Programs	2.00	Officer	$0	$0	$0
Matthew Daniel	Financial Auditor	4.00	Officer	$0	$0	$0
Leana Ferrer	Historian	2.00	Officer	$0	$0	$0
Jenny Williams	Vice President-Membership	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
2025	$54,640	$41,345	$43,940	$13,295
2024	$52,159	$72,649	$30,645	$-20,490
2023	$65,049	$27,210	$51,135	$37,839
2022	$5,144	$29,179	$13,230	$-24,035
2021	$-2,276	$10,686	$37,265	$-12,962
2020	$64,441	$80,674	$50,227	$-16,233
2019	$80,569	$98,567	$66,460	$-17,998

Helmers Elementary PTA