FOX MEADOW ELEMENTARY SCHOOL PTA

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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

1949

Legal Domicile

Principal Officer

JEANNIE ADASHEK

Phone

9148745250

Tax Period

2023-07-01 to 2024-06-30

FOX MEADOW ELEMENTARY SCHOOL PTA, founded in 1949, is a small nonprofit that reported $389K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $474K exceeded revenue, resulting in a 22% operating deficit.

Mission

PTA IS A POWERFUL VOICE FOR ALL CHILDREN, A RELEVANT RESOURCE FOR FAMILIES AND COMMUNITIES, AND A STRONG ADVOCATE FOR THE EDUCATION AND WELL-BEING OF EVERY CHILD.

Program Service Accomplishments

Program 1

Expenses: $201,443 Revenue: $245,896

AFTER SCHOOL CLUBS - THE VARIOUS CLUBS RUN FOR 1 HOUR AFTER SCHOOL. THEY INCLUDE SPORTS CLUBS, KNITTING, COOKING, ARTS AND CRAFTS, ETC.

Program 2

Expenses: $261,794 Revenue: $121,912

STUDENT ACTIVITY PROGRAMS - THE PTA RUNS VARIOUS PROGRAMS AND ACTIVITIES FOR THE STUDENTS, THEIR FAMILIES AND THE LOCAL COMMUNITY. THESE INCLUDE THE COLONIAL FAIR, THE SCHOOL PLAY, 5TH GRADE...

STUDENT ACTIVITY PROGRAMS - THE PTA RUNS VARIOUS PROGRAMS AND ACTIVITIES FOR THE STUDENTS, THEIR FAMILIES AND THE LOCAL COMMUNITY. THESE INCLUDE THE COLONIAL FAIR, THE SCHOOL PLAY, 5TH GRADE ACTIVITIES, SCHOLARSHIPS AND GRANTS AS WELL AS HYGIENE, MULTICULTURAL AND VARIOUS OTHER PROGRAMS.

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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 $19,234

Program Service Revenue $367,808

Investment Income $1,089

Other Revenue $1,079

TOTAL REVENUE $389,210

Expense Breakdown

Grants Paid $39,362

Salaries & Benefits $45,422

Fundraising Expenses $0

Program Expenses $463,237

Other Expenses $389,614

TOTAL EXPENSES $474,398

Year-over-Year Comparison

	2023	2022	Change
Revenue	$389,210	$457,357	-0.1%
Expenses	$474,398	$453,115	+0.0%
Net Income	$-85,188	$4,242	-21.1%

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

Volunteers

100

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
JEANNIE ADASHEK	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
LEENA GYFTOPOULOS	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
EUL HUI	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
KATY GOLDMAN	VP OF NEW FA	2.00	Officer Director	$0	$0	$0
AMANDA MARTOKEN	VP WEBSITE A	2.00	Officer Director	$0	$0	$0
STACI GREENE	VP WEBSITE A	2.00	Officer Director	$0	$0	$0
NICOLE REICHENBACH	CO VP OF ASC	2.00	Officer Director	$0	$0	$0
CATHERINE FLORES	CO VP OF ASC	2.00	Officer Director	$0	$0	$0
LINDA WANG	TREASURER	2.00	Officer Director	$0	$0	$0
JESSICA ROSENBERG	RECORDING SE	2.00	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	$389,210	$474,398	$310,523	$-85,188
2023	$457,357	$453,115	$395,711	$4,242
2022	$373,361	$306,938	$391,469	$66,423
2021	$56,441	$62,354	$325,046	$-5,913
2020	$240,929	$224,365	$330,959	$16,564
2019	$276,731	$328,466	$314,395	$-51,735
2018	$357,946	$363,985	$366,130	$-6,039