Norris Elementary Parent Teacher Club

EIN: 954581850 501(c)(3) Education

Bakersfield, CA

Total Revenue
$173,997
Total Expenses
$168,624
Total Assets
$28,752
Net Assets
$28,752
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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
1996
Legal Domicile
CA
Principal Officer
Andrew Halverson
Phone
6613877020
Tax Period
2024-07-01 to 2025-06-30

Norris Elementary Parent Teacher Club, founded in 1996, is a small nonprofit in the Education sector that reported $174K in total revenue in fiscal year 2024. Expenses of $169K left a modest 3% surplus.

Mission

To provide support for school activities, supplies, and equipment

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $173,997
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $173,997

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $98,722
Program Expenses $35,628
Other Expenses $168,624
TOTAL EXPENSES $168,624

Year-over-Year Comparison

2024 2023 Change
Revenue $173,997 $166,855 +0.0%
Expenses $168,624 $212,814 -0.2%
Net Income $5,373 $-45,959 -1.1%
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
15

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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Renee Bookout President N/A
Officer
$0 $0 $0
Andrew Halverson Vice President N/A
Officer
$0 $0 $0
Tricia Killian Secretary N/A
Officer
$0 $0 $0
Shelli Scroggins Treasurer N/A
Officer
$0 $0 $0
Erin Hudson Principal N/A
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 $173,997 $168,624 $28,752 $5,373
2024 $166,855 $212,814 $23,379 $-45,959
2023 $208,637 $244,359 $69,338 $-35,722
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