PTA NY CONGRESS 18-033 EDGEWOOD PTA NY (EIN 136165698) - 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

1929

Legal Domicile

Principal Officer

KATIE GARVEY

Phone

9736528091

Tax Period

2024-07-01 to 2025-06-30

PTA NY CONGRESS 18-033 EDGEWOOD PTA NY, founded in 1929, is a small nonprofit that reported $245K in total revenue in fiscal year 2024. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $289K exceeded revenue, resulting in a 18% operating deficit.

Mission

THE EDGEWOOD PTA IS A NON-PROFIT, NON-PARTISAN ORGANIZATION. WE WORK HAND- IN-HAND WITH SCHOOL ADMINISTRATION AND FACULTY TO PROVIDE FURTHER ENRICHMENT FOR OUR CHILDREN.

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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 $117,809

Program Service Revenue $107,424

Investment Income $2,942

Other Revenue $17,274

TOTAL REVENUE $245,449

Expense Breakdown

Grants Paid $66,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $281,870

Other Expenses $222,572

TOTAL EXPENSES $288,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,449	$530,078	-0.5%
Expenses	$288,572	$553,021	-0.5%
Net Income	$-43,123	$-22,943	+0.9%

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

300

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
KATIE GARVEY	CO-PRESIDENT	15.00	Officer Director	$0	$0	$0
JESSY LI	CO-PRESIDENT	15.00	Officer Director	$0	$0	$0
JACKIE LENNON	CO-PRESIDENT	15.00	Officer Director	$0	$0	$0
CHELSEY MITCHELL	CO-PRESIDENT	15.00	Officer Director	$0	$0	$0
JUNE BYUN	VP ASC	15.00	Officer Director	$0	$0	$0
ULYANA SEITOMER	VP ASC	15.00	Officer Director	$0	$0	$0
JANEL SCHWEITZER	SECRETARY	15.00	Officer Director	$0	$0	$0
JULIA MCCLANAN	TREASURER	15.00	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	$245,449	$288,572	$149,803	$-43,123
2024	$530,078	$553,021	$192,926	$-22,943
2023	$485,582	$455,004	$215,869	$30,578
2022	$379,312	$370,789	$185,291	$8,523
2021	$35,660	$72,281	$176,768	$-36,621
2020	$213,916	$225,165	$213,389	$-11,249
2019	$265,001	$315,672	$224,638	$-50,671

PTA NY CONGRESS 18-033 EDGEWOOD PTA NY