PTA NEW YORK CONGRESS 10-138 BIRCH SCHOOL PTA (EIN 113094122) - 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

1963

Legal Domicile

Phone

5165086527

Tax Period

2024-07-01 to 2025-06-30

PTA NEW YORK CONGRESS 10-138 BIRCH SCHOOL PTA, founded in 1963, is a small nonprofit that reported $405K in total revenue in fiscal year 2024. Revenue surged 269% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE CULTURAL ARTS, GRADUATION EVENTS AND RECOGNITION AWARDS TO STUDENTS, PARENTS AND TEACHERS, AS WELL AS PROVIDE LUNCHES AND SNACKS DURING THE SCHOOL YEAR.

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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 $75,582

Program Service Revenue $329,015

Investment Income $0

Other Revenue $0

TOTAL REVENUE $404,597

Expense Breakdown

Grants Paid $5,876

Salaries & Benefits $0

Fundraising Expenses $46,757

Program Expenses $377,743

Other Expenses $438,605

TOTAL EXPENSES $444,481

Year-over-Year Comparison

	2024	2023	Change
Revenue	$404,597	$109,694	+2.7%
Expenses	$444,481	$146,618	+2.0%
Net Income	$-39,884	$-36,924	+0.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER COHEN	TREASURER	1.00	Officer	$0	$0	$0
SAMANTHA LAPELLA	PRESIDENT	1.00	Officer	$0	$0	$0
HALLIE SHERMAN	EXECUTIVE VP	1.00	Officer	$0	$0	$0
DANIELLE DOULOS	SECRETARY	1.00	Officer	$0	$0	$0
MICHELE MANN	VP FUNDRAISING	1.00	Officer	$0	$0	$0
MORGAN DEFRANCESCO	VP MEMBERSHIP	1.00	Officer	$0	$0	$0
LAUREN SIEGEL	HISTORIAN	1.00	Officer	$0	$0	$0
RISA GOLDMAN	VP MARKETING	1.00	Officer	$0	$0	$0
COURTNEY RAMIREZ	IMMEDIATE PAST PRESIDENT	1.00		$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	$404,597	$444,481	$23,627	$-39,884
2024	No data	No data	No data	No data
2023	$101,243	$82,112	$100,947	$19,131
2022	$51,880	$49,420	$81,832	$2,460
2021	$69,132	$64,602	$79,778	$4,530
2020	$140,307	$106,919	$108,700	$33,388
2019	$95,543	$98,214	$37,534	$-2,671

PTA NEW YORK CONGRESS 10-138 BIRCH SCHOOL PTA