PTA PS 55R (EIN 134357052) - 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

2007

Legal Domicile

Principal Officer

JEN CHIU

Phone

7186975200

Tax Period

2024-08-01 to 2025-07-31

PTA PS 55R, founded in 2007, is a micro nonprofit in the Education sector that reported $77K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $86K exceeded revenue, resulting in a 12% operating deficit.

Mission

We provide support and resources to the school for the benefit and educational growth of the children. We also promote and encourage parent participation on all levels and provide opportunities and training for parents to participate in school governance and decision making.

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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 $25,227

Program Service Revenue $0

Investment Income $11

Other Revenue $51,421

TOTAL REVENUE $76,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,745

Other Expenses $86,212

TOTAL EXPENSES $86,212

Year-over-Year Comparison

	2024	2023	Change
Revenue	$76,659	$70,785	+0.1%
Expenses	$86,212	$58,355	+0.5%
Net Income	$-9,553	$12,430	-1.8%

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
Jen Chiu	Co President	5.00	Officer	$0	$0	$0
Kim Corrao	Vice President	5.00	Officer	$0	$0	$0
Lauren Colucci	Recording Secretary	5.00	Officer	$0	$0	$0
MEGAN FAZIO	Treasurer	5.00	Officer	$0	$0	$0
Jen Malito	Corresponding Secretary	5.00	Officer	$0	$0	$0
ALLISON ITSINES	Co President	5.00	Officer	$0	$0	$0
Laura Lee	2nd Vice President	5.00	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	$76,659	$86,212	$21,973	$-9,553
2024	$70,785	$58,355	$31,526	$12,430
2023	$55,199	$42,550	$19,096	$12,649
2022	$34,686	$35,849	$6,447	$-1,163
2021	$15,245	$20,279	$7,610	$-5,034
2020	$43,073	$36,873	$12,644	$6,200
2019	$63,439	$60,291	$6,444	$3,148

PTA PS 55R