PTA CONNECTICUT CONGRESS MCKINLEY … - Form 990 Financial Data

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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

1955

Legal Domicile

Principal Officer

KATHLEEN ROMEO

Phone

2032558318

Tax Period

2021-07-01 to 2022-06-30

PTA CONNECTICUT CONGRESS MCKINLEY SCHOOL, founded in 1955, is a micro nonprofit that reported $21K in total revenue in fiscal year 2021. Revenue surged 172% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 37% operating margin.

Mission

THE MISSION IS TO PROMOTE QUALITY EDUCATION TO STRIVE TO EXPAND THE ARTS, ENCOURAGE COMMUNITY INVOLVEMENT, AND WORK FOR A HEALTHY ENVIROMENT FOR ALL MCKINLEY STUDENTS

Program Service Accomplishments

Program 1

Expenses: $8,483

THE MCKINLEY SCHOOL PTA PROVIDED DIRECT CLASSROOM ASSISTANCE FOR VARIOUS MATERIALS AND ALSO PAID FOR THE SOCIAL WORKER AT THE SCHOOL.

Program 2

Expenses: $598

PROVIDE STORYTELLERS, ARTISTS, ETC TO CHILD'S EDUCATIONAL PROGRAM

Program 3

Expenses: $333

PROVIDE ADDITIONAL FUNDING FOR STUDENT'S FIELD TRIP ACTIVITIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,141

Program Service Revenue $0

Investment Income $6

Other Revenue $19,487

TOTAL REVENUE $20,634

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,414

Other Expenses $12,941

TOTAL EXPENSES $12,941

Year-over-Year Comparison

	2021	2020	Change
Revenue	$20,634	$7,600	+1.7%
Expenses	$12,941	$14,713	-0.1%
Net Income	$7,693	$-7,113	-2.1%

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

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	Role	Reportable Comp	Other Comp	Total
SOFIA LUCIANO	PRESIDENT	Officer	$0	$0	$0
SONAL RAJAN	PRESIDENT - ELECT	Officer	$0	$0	$0
KATIE ROMEO	TREASUER	Officer	$0	$0	$0
ERIKA TAYLOR	ASSISTANT TREASUER	Officer	$0	$0	$0
TRICIA BAILEY	SECRETARY	Officer	$0	$0	$0
MICHELLE GURNER	VP CULTURAL ARTS	Officer	$0	$0	$0
KRISTIN GRYGA	VP MEMBERSHIP	Officer	$0	$0	$0
CHRISSY FERNANDEZ	VP MEMBERSHIP	Officer	$0	$0	$0
CHRISTY GUILFOYLE	VP FUN & FUNDRAISING	Officer	$0	$0	$0
DANIELLE BIELLING	VP FUN & FUNDRAISING	Officer	$0	$0	$0
CATHY SCHEFFER	VP FUN & FUNDRAISING	Officer	$0	$0	$0
MICHELLE WALKER	BOE REP	Officer	$0	$0	$0
ERIK HAYDEN	SPECIAL ED PTA REP	Officer	$0	$0	$0
TERESA GINGRAVE	PRINCIPAL	Officer	$0	$0	$0
JENNIFER ELLWOOD	PTAC REP	Officer	$0	$0	$0
JENNIFER JENKINS	PTAC REP	Officer	$0	$0	$0
KURA O'DRISCOLL	TEACHER REP	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
2022	$20,634	$12,941	$58,689	$7,693
2021	$7,600	$14,713	$81,543	$-7,113
2020	$14,026	$29,196	$88,656	$-15,170
2019	$32,090	$32,442	$103,826	$-352
2018	$33,157	$47,365	$104,178	$-14,208

PTA CONNECTICUT CONGRESS MCKINLEY SCHOOL