STARR KING ELEMENTARY PTA (EIN 134317993) - 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

2005

Legal Domicile

Principal Officer

Zhengzheng Pan

Phone

4156955797

Tax Period

2023-07-01 to 2024-06-30

STARR KING ELEMENTARY PTA, founded in 2005, is a small nonprofit that reported $428K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $474K exceeded revenue, resulting in a 11% operating deficit.

Mission

Support the academic and scholastic mission of Starr King Elementary School

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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 (2023)

Revenue Breakdown

Contributions & Grants $256,470

Program Service Revenue $16,050

Investment Income $36

Other Revenue $155,645

TOTAL REVENUE $428,201

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $467,830

Other Expenses $474,129

TOTAL EXPENSES $474,129

Year-over-Year Comparison

	2023	2022	Change
Revenue	$428,201	$375,121	+0.1%
Expenses	$474,129	$630,488	-0.2%
Net Income	$-45,928	$-255,367	-0.8%

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
Leslie Wan	Co-President	8.00	Officer Director	$0	$0	$0
Kimberly Wicoff	Co-Treasurer	8.00	Officer Director	$0	$0	$0
Zhengzheng Pan	Co-Treasurer	8.00	Officer Director	$0	$0	$0
Naj Daniels	Co-President	8.00	Officer Director	$0	$0	$0
Catherine Duffy	Secretary	8.00	Officer Director	$0	$0	$0
Sandra Jiu	Vice President	8.00	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	No data	No data	No data	No data
2024	$428,201	$474,129	$117,713	$-45,928
2023	$375,121	$630,488	$163,641	$-255,367
2022	$360,089	$29,841	$419,008	$330,248
2021	$258,429	$264,175	$88,930	$-5,746

STARR KING ELEMENTARY PTA