PTSA Connecticut Inc (EIN 060984479) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

Lisa Sylvester

Tax Period

2023-07-01 to 2024-06-30

PTSA Connecticut Inc, founded in 1954, is a small nonprofit that reported $398K in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum.

Mission

To provide funds to be used on programs. equipment and supplies that benefit the students by augmenting and enhancing the existing school curriculum.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $327,856

Program Service Revenue $1,750

Investment Income $24

Other Revenue $68,603

TOTAL REVENUE $398,233

Expense Breakdown

Grants Paid $35,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $388,332

Other Expenses $355,723

TOTAL EXPENSES $391,573

Year-over-Year Comparison

	2023	2022	Change
Revenue	$398,233	$223,327	+0.8%
Expenses	$391,573	$226,403	+0.7%
Net Income	$6,660	$-3,076	-3.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

225

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
Lisa Sylvester	Co-President	025.00	Officer	$0	$0	$0
Monica Huang	Co-President	025.00	Officer	$0	$0	$0
Lori Fields	Secretary	003.00	Officer	$0	$0	$0
Heidi Farmer	Treasurer	007.00	Officer	$0	$0	$0
J J Worden	Assistant Treasurer	007.00	Officer	$0	$0	$0
Alison Hoenig	VP Communications	012.00	Officer	$0	$0	$0
Jen Perez	VP Distributions	004.00	Officer	$0	$0	$0
Mikaela Kull-Baig	VP Parent Education	007.00	Officer	$0	$0	$0
Valerie Rimmer	VP Programs Services	007.00	Officer	$0	$0	$0
Brian Sullivan	VP Technology	005.00	Officer	$0	$0	$0
Claudia Bueti	VP Ways Means	007.00	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
2024	$398,233	$391,573	$183,288	$6,660
2023	$223,327	$226,403	$176,628	$-3,076
2022	$232,048	$228,358	$179,704	$3,690
2021	$170,071	$210,396	$176,014	$-40,325
2020	$216,792	$183,525	$216,339	$33,267
2019	$186,748	$179,545	$183,072	$7,203

PTSA Connecticut Inc