PTA CONNECTICUT CONGRESS MCKINLEY SCHOOL

EIN: 060994085 501(c)(3)

FAIRFIELD, CT

Total Revenue
$20,634
Total Expenses
$12,941
Total Assets
$58,689
Net Assets
$58,689
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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
CT
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 PTA PROVIDES ENRICHMENT SUPPORT AND EDUCATIONAL ACTIVITIES TO STUDENTS, PARTENTS, AND FACULTY.

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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 (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

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
62

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
17
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SOFIA LUCIANO PRESIDENT 0.00
Officer
$0 $0 $0
SONAL RAJAN PRESIDENT - ELECT 0.00
Officer
$0 $0 $0
KATIE ROMEO TREASUER 0.00
Officer
$0 $0 $0
ERIKA TAYLOR ASSISTANT TREASUER 0.00
Officer
$0 $0 $0
TRICIA BAILEY SECRETARY 0.00
Officer
$0 $0 $0
MICHELLE GURNER VP CULTURAL ARTS 0.00
Officer
$0 $0 $0
KRISTIN GRYGA VP MEMBERSHIP 0.00
Officer
$0 $0 $0
CHRISSY FERNANDEZ VP MEMBERSHIP 0.00
Officer
$0 $0 $0
CHRISTY GUILFOYLE VP FUN & FUNDRAISING 0.00
Officer
$0 $0 $0
DANIELLE BIELLING VP FUN & FUNDRAISING 0.00
Officer
$0 $0 $0
CATHY SCHEFFER VP FUN & FUNDRAISING 0.00
Officer
$0 $0 $0
MICHELLE WALKER BOE REP 0.00
Officer
$0 $0 $0
ERIK HAYDEN SPECIAL ED PTA REP 0.00
Officer
$0 $0 $0
TERESA GINGRAVE PRINCIPAL 0.00
Officer
$0 $0 $0
JENNIFER ELLWOOD PTAC REP 0.00
Officer
$0 $0 $0
JENNIFER JENKINS PTAC REP 0.00
Officer
$0 $0 $0
KURA O'DRISCOLL TEACHER REP 0.00
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
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
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