PTA NEW YORK CONGRESS- EDGEMONT ELEMENTARY SCHOOLS PTA (EIN 136165696) - 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

1952

Legal Domicile

Principal Officer

HEATHER STERN

Phone

9144727760

Tax Period

2023-07-01 to 2024-06-30

PTA NEW YORK CONGRESS- EDGEMONT ELEMENTARY SCHOOLS PTA, founded in 1952, is a small nonprofit that reported $939K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

TO RAISE FUNDS IN SUPPORT OF ACTIVITIES THAT COMPLIMENT AND SUPPORT FORMAL ELEMENTARY SCHOOL EDUCATION, AND TO ADMINISTER ANCILLARY PROGRAMS FOR THE EDGEMONT 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 $334,232

Program Service Revenue $604,895

Investment Income $0

Other Revenue $0

TOTAL REVENUE $939,127

Expense Breakdown

Grants Paid $99,915

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,000,624

Other Expenses $908,231

TOTAL EXPENSES $1,008,146

Year-over-Year Comparison

	2023	2022	Change
Revenue	$939,127	$866,606	+0.1%
Expenses	$1,008,146	$823,254	+0.2%
Net Income	$-69,019	$43,352	-2.6%

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

N/A

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 PETRILLI	CO-PRESIDENT	3.00	Officer	$0	$0	$0
AMY LEE	CO-PRESIDENT	3.00	Officer	$0	$0	$0
HEATHER STERN	SENIOR TREASURER	3.00	Officer	$0	$0	$0
JILL CHESLER	VP PROGRAMMING	3.00	Officer	$0	$0	$0
LISA SCHEIN	VP TECHNOLOGY	3.00	Officer	$0	$0	$0
SARAH SCHWARTZBERG	VP COMMUNICATIONS	3.00	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	No data	No data	No data	No data
2024	$939,127	$1,008,146	$383,812	$-69,019
2023	$866,606	$823,254	$452,831	$43,352
2022	$111,259	$128,042	$239,999	$-16,783
2022	$710,092	$540,612	$409,479	$169,480
2021	$111,259	$128,042	$239,999	$-16,783
2019	$568,996	$754,176	$177,856	$-185,180

PTA NEW YORK CONGRESS- EDGEMONT ELEMENTARY SCHOOLS PTA