PTA NEW YORK CONGRESS 18-126 Byram Hills PTSA (EIN 136204689) - 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

1995

Legal Domicile

Principal Officer

Petrie Verma

Phone

9142739200

Tax Period

2019-07-01 to 2020-06-30

PTA NEW YORK CONGRESS 18-126 Byram Hills PTSA, founded in 1995, is a small nonprofit that reported $100K in total revenue in fiscal year 2019. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 41% operating margin.

Mission

Parent-Teacher-Student Association operated exclusively for educational and charitable purposes.

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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 (2019)

Revenue Breakdown

Contributions & Grants $64,951

Program Service Revenue $33,879

Investment Income $111

Other Revenue $1,303

TOTAL REVENUE $100,244

Expense Breakdown

Grants Paid $4,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,932

Other Expenses $54,397

TOTAL EXPENSES $58,997

Year-over-Year Comparison

	2019	2018	Change
Revenue	$100,244	$128,012	-0.2%
Expenses	$58,997	$136,340	-0.6%
Net Income	$41,247	$-8,328	-6.0%

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

225

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
Petrie Verma	President	5	Officer	$0	$0	$0
Christine LaPorta	Treasurer	5	Officer	$0	$0	$0
Robin Frank	Corresponding Secretary	5	Officer	$0	$0	$0
Danielle Wolf	Recording Secretary	5	Officer	$0	$0	$0
Maria Leece	VP Communications	5	Officer	$0	$0	$0
Tracey O'Sullivan	VP Marketing	5	Officer	$0	$0	$0
Tara Lapidus	VP Membership	5	Officer	$0	$0	$0
Jennifer Massoun	VP Fundraising	5	Officer	$0	$0	$0
Alyssa Sokoloff	VP Merchandising	5	Officer	$0	$0	$0
Nicole Blum	VP Education	5	Officer	$0	$0	$0
Monica Gray	VP Advocacy	5	Officer	$0	$0	$0
Sandra Schoenhaut	VP Coman Hill	5	Officer	$0	$0	$0
Alyssa Gendal	VP Wampus	5	Officer	$0	$0	$0
Liz Kaplan	VP H.C. Crittenden Middle School	5	Officer	$0	$0	$0
Dana Goldman	VP Byram Hills High School	5	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
2020	$100,244	$58,997	$268,735	$41,247

PTA NEW YORK CONGRESS 18-126 Byram Hills PTSA