GEORGE S PATTON ELEMENTARY SCHOOL PTA (EIN 956203942) - 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

1967

Legal Domicile

Tax Period

2020-07-01 to 2021-06-30

GEORGE S PATTON ELEMENTARY SCHOOL PTA, founded in 1967, is a micro nonprofit that reported $61K in total revenue in fiscal year 2020. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $58K left a modest 6% surplus.

Mission

TO PROMOTE THE SUCCESS OF THE EDUCATION PROCESS AT GEORGE S PATTON ELEMENTARY SCHOOL BY UNITING THE EFFORTS OF FACULTY AND PARENTS.

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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 $61,347

Program Service Revenue $3

Investment Income $0

Other Revenue $0

TOTAL REVENUE $61,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,781

Other Expenses $57,726

TOTAL EXPENSES $57,726

Year-over-Year Comparison

	2020	2019	Change
Revenue	$61,350	$53,044	+0.2%
Expenses	$57,726	$44,258	+0.3%
Net Income	$3,624	$8,786	-0.6%

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
TIFFANIE BUCHANAN	RECORDING SECRETARY	10.00	Officer	$0	$0	$0
CAROL ROSATO	HISTORIAN	10.00	Officer	$0	$0	$0
KATHY EIMEN	AUDITOR	10.00	Officer	$0	$0	$0
PATRICIA SHIELDS	FINANCIAL SECRETARY	10.00	Officer	$0	$0	$0
BEVERLY SOLIDON-ACOSTA	PRESIDENT	10.00	Officer	$0	$0	$0
TRANG NGUYEN	2ND VICE PRESIDENT	10.00	Officer	$0	$0	$0
TIFFANY LONG	TREASURER	10.00	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	No data	No data	No data	No data
2021	$61,350	$57,726	$55,779	$3,624
2020	$53,044	$44,258	$52,155	$8,786
2019	$81,510	$63,286	$43,369	$18,224

GEORGE S PATTON ELEMENTARY SCHOOL PTA