Westerly Creek Elementary PTA (EIN 201069797) - 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

Legal Domicile

Principal Officer

Karin Bleiler

Tax Period

2024-07-01 to 2025-06-30

Westerly Creek Elementary PTA is a small nonprofit that reported $243K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $233K left a modest 4% surplus.

Mission

TO PROVIDE FINANCIAL SUPPORT AND VOLUNTEERS TO WESTERLY CREEK ELEMENTARY SCHOOL TO FURTHER ITS EDUCATIONAL AND COMMUNITY GOALS.

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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 $265,799

Program Service Revenue $0

Investment Income $395

Other Revenue $-23,247

TOTAL REVENUE $242,947

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $0

Fundraising Expenses $836

Program Expenses $222,354

Other Expenses $33,490

TOTAL EXPENSES $233,490

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,947	$220,348	+0.1%
Expenses	$233,490	$222,974	+0.0%
Net Income	$9,457	$-2,626	-4.6%

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

160

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
Karin Bleiler	President	7.00	Officer	$0	$0	$0
Phoebe Smith	Secretary	3.00	Officer	$0	$0	$0
Jessica Dawgert	Vice President	7.00	Officer	$0	$0	$0
Anna McDowell	Treasurer	7.00	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	$242,947	$233,490	$79,942	$9,457
2024	$220,348	$222,974	$70,484	$-2,626
2023	$253,054	$262,274	$73,350	$-9,220
2022	$226,854	$235,619	$95,428	$-8,765
2021	$245,199	$254,848	$104,193	$-9,649
2020	$196,138	$249,545	$113,842	$-53,407
2019	$169,229	$192,678	$167,549	$-23,449

Westerly Creek Elementary PTA