Glenville School PTA (EIN 060994137) - 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

1997

Legal Domicile

Principal Officer

Kristina Keogh

Phone

9142600758

Tax Period

2024-07-01 to 2025-06-30

Glenville School PTA, founded in 1997, is a small nonprofit in the Education sector that reported $152K in total revenue in fiscal year 2024.

Mission

To provide funds for the students to augment and enhance the existing school curriculum. Among these programs are Curriculum Enrichment, Afters, Technology/Beautification and Teachers Discretionary Funds.

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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 (2024)

Revenue Breakdown

Contributions & Grants $30,676

Program Service Revenue $76,367

Investment Income $3,149

Other Revenue $41,468

TOTAL REVENUE $151,660

Expense Breakdown

Grants Paid $3,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,945

Other Expenses $156,244

TOTAL EXPENSES $159,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$151,660	$148,840	+0.0%
Expenses	$159,744	$139,391	+0.1%
Net Income	$-8,084	$9,449	-1.9%

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

200

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
Megan Morell	Co-President	020.00	Officer Director	$0	$0	$0
Kristina Keogh	Co-President	020.00	Officer Director	$0	$0	$0
Tracy Matlock	Secretary	005.00	Officer Director	$0	$0	$0
Stacey Iscaro	Co-Treasurer	007.00	Officer Director	$0	$0	$0
Courtney King	Co-Treasurer	007.00	Officer Director	$0	$0	$0
Jana McQueen	VP Enrichment	010.00	Officer Director	$0	$0	$0
Charlotte Kasmarski	VP Enrichment	010.00	Officer Director	$0	$0	$0
Kristen Hawreluk	VP Hospitality	007.00	Officer Director	$0	$0	$0
Dayna Malchow	VP Hospitality	007.00	Officer Director	$0	$0	$0
Olita Skrelja	VP Fundraising	007.00	Officer Director	$0	$0	$0
Alyssa Simela	VP Fundraising	007.00	Officer Director	$0	$0	$0
Stephanie Barnes	VP Special Events	007.00	Officer Director	$0	$0	$0
Maggie Felli	VP Special Events	007.00	Officer Director	$0	$0	$0
Katie Bacon	VP Communications	008.00	Officer Director	$0	$0	$0
DeAnna Gomez	VP Communications	008.00	Officer Director	$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	$151,660	$159,744	$109,547	$-8,084
2024	$148,840	$139,391	$118,532	$9,449
2023	$113,969	$124,825	$109,590	$-10,856
2022	$111,300	$107,601	$118,946	$3,699
2021	$68,764	$101,971	$114,747	$-33,207
2020	$167,495	$183,213	$148,808	$-15,718
2019	$230,745	$269,496	$162,272	$-38,751

Glenville School PTA