PTA-CT Old Greenwich (EIN 066074547) - 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

1991

Legal Domicile

Principal Officer

Michelle Horgan

Phone

7037985180

Tax Period

2024-07-01 to 2025-06-30

PTA-CT Old Greenwich, founded in 1991, is a small nonprofit that reported $379K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $100K, a strong 26% operating margin.

Mission

To provide funds for the students to augment and enhance the existing school curriculum. Among these programs are Cultural Enrichment, Befores and Afters, Technology/Beautification and Teachers Discreationary 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 $106,301

Program Service Revenue $146,803

Investment Income $7,246

Other Revenue $118,778

TOTAL REVENUE $379,128

Expense Breakdown

Grants Paid $4,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $263,262

Other Expenses $275,487

TOTAL EXPENSES $279,587

Year-over-Year Comparison

	2024	2023	Change
Revenue	$379,128	$314,815	+0.2%
Expenses	$279,587	$290,367	0.0%
Net Income	$99,541	$24,448	+3.1%

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

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
Michelle Horgan	President	015.00	Officer	$0	$0	$0
Laura Sullivan	Vice-President	010.00	Officer	$0	$0	$0
Yan Zhu	Treasurer	015.00	Officer	$0	$0	$0
Elizabeth Zulliger Saxe	Assistant Treasurer	003.00	Officer	$0	$0	$0
Lindsey Lynes	VP Parent Liaison	003.00	Officer	$0	$0	$0
Amanda Allen	VP Parent Liaison	003.00	Officer	$0	$0	$0
Kiley Castricone	VP Community Building	003.00	Officer	$0	$0	$0
Jess Zackham	VP Community Building	003.00	Officer	$0	$0	$0
Carolyn Daley	VP Communication	003.00	Officer	$0	$0	$0
Kristin Connell	VP Curriculum Enrichment	003.00	Officer	$0	$0	$0
Kalli Kemp	VP Curriculum Enrichment	003.00	Officer	$0	$0	$0
Katie Witten	VP Fundraising	003.00	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	$379,128	$279,587	$345,533	$99,541
2024	$314,815	$290,367	$245,992	$24,448
2023	$244,459	$239,500	$221,544	$4,959
2022	$198,491	$194,185	$216,585	$4,306
2021	$115,291	$116,958	$212,279	$-1,667
2020	$219,291	$178,905	$213,946	$40,386
2019	$276,118	$292,100	$173,560	$-15,982

PTA-CT Old Greenwich