WILLIAM B WARD PTA (EIN 136207780) - 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

2000

Legal Domicile

Principal Officer

JESSICA EDELMAN

Phone

9145764450

Tax Period

2023-07-01 to 2024-06-30

WILLIAM B WARD PTA, founded in 2000, is a small nonprofit that reported $189K in total revenue in fiscal year 2023.

Mission

PROGRAMS BENEFITTING PARENTS, TEACHERS AND STUDENTS IN THE SCHOOL SYSTEM AND THE COMMUNITY AT LARGE.

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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 $10,662

Program Service Revenue $121,107

Investment Income $5

Other Revenue $57,478

TOTAL REVENUE $189,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $194,286

Other Expenses $200,065

TOTAL EXPENSES $200,065

Year-over-Year Comparison

	2023	2022	Change
Revenue	$189,252	$186,035	+0.0%
Expenses	$200,065	$197,421	+0.0%
Net Income	$-10,813	$-11,386	-0.1%

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

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
ERICA VINELLI	PRESIDENT	40.00	Officer	$0	$0	$0
ALEXA CUZZI	VICE PRESIDENT	5.00	Officer	$0	$0	$0
BRITTANY CUZZI	VICE PRESIDENT	5.00	Officer	$0	$0	$0
NICOLE FRANKLIN DAVIS	VICE PRESIDENT	5.00	Officer	$0	$0	$0
JESSICA EDELMAN	TREASURER	10.00	Officer	$0	$0	$0
BECCA SIGEL	VICE TREASURER	5.00	Officer	$0	$0	$0
SIOBHAN O'CONNOR	SECRETARY	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	No data	No data	No data	No data
2024	$189,252	$200,065	$22,824	$-10,813
2023	$186,035	$197,421	$33,637	$-11,386

WILLIAM B WARD PTA