Edith Unsworth Elementary PTA (EIN 954485764) - 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

Heather Buffington

Phone

5629043576

Tax Period

2018-07-01 to 2019-06-30

Edith Unsworth Elementary PTA, founded in 2005, is a micro nonprofit that reported $54K in total revenue in fiscal year 2018. Expenses of $52K left a modest 5% surplus.

Mission

PTA provides help to students with grants and school supplies.

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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 $14,091

Program Service Revenue $0

Investment Income $0

Other Revenue $40,123

TOTAL REVENUE $54,214

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $51,542

TOTAL EXPENSES $51,542

Year-over-Year Comparison

	2018	2017	Change
Revenue	$54,214	N/A	N/A
Expenses	$51,542	N/A	N/A
Net Income	$2,672	N/A	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

N/A

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
Michelle Ceja	Treasurer	020.00	Officer	$0	$0	$0
Heather Buffington	President	020.00	Officer	$0	$0	$0
Sandra Velasquez	Co President	020.00	Officer	$0	$0	$0
Pamela Tzul	Vice President	020.00	Officer	$0	$0	$0
Gladys Kerr	Vice President	020.00	Officer	$0	$0	$0
Candy Arizmendi	Recording Secretary	020.00	Officer	$0	$0	$0
Lissette Alfaro	Corresponding Secretary	020.00	Officer	$0	$0	$0
Evelyn Jolley	Parliamentarian	020.00	Officer	$0	$0	$0
Marta Rodriguez	Financial	020.00	Officer	$0	$0	$0
Sonia Mata	Historian	020.00	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	$54,214	$51,542	$2,672	$2,672

Edith Unsworth Elementary PTA