Barnard PTA

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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

2006

Legal Domicile

Principal Officer

Kent Lee

Phone

8588005700

Tax Period

2024-07-01 to 2025-06-30

Barnard PTA, founded in 2006, is a small nonprofit that reported $237K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $56K, a strong 24% operating margin.

Mission

To positively impact the lives of the children and families of Barnard Elementary.

Program Service Accomplishments

Program 1

Expenses: $69,919

Financial support of Barnard Elementary school with classroom curriculum programs and supplies.

Program 2

Expenses: $64,467

Financial support of Barnard Elementary school with field trips, extra-curricular activities and enrichment programs.

Program 3

Expenses: $42,069

Financial support of Barnard Elementary school with classroom chinese language teaching aides and interns.

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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 $138,019

Program Service Revenue $15,506

Investment Income $6,201

Other Revenue $77,283

TOTAL REVENUE $237,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $176,455

Other Expenses $180,609

TOTAL EXPENSES $180,609

Year-over-Year Comparison

	2024	2023	Change
Revenue	$237,009	$218,880	+0.1%
Expenses	$180,609	$242,233	-0.3%
Net Income	$56,400	$-23,353	-3.4%

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

100

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
Zachary Burton	President	5.00	Director	$0	$0	$0
Kent Lee	Treasurer	5.00	Director	$0	$0	$0
Yvonne Kenniston	Parlimentarian	1.00	Director	$0	$0	$0
Elsa Leon	Director	1.00	Director	$0	$0	$0
Karen Chern	Secretary	1.00	Director	$0	$0	$0
Amy Bard	Historian	1.00	Director	$0	$0	$0
Sergio Rodriguez	Vice President	1.00	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	$237,009	$180,609	$269,424	$56,400
2024	$218,880	$242,233	$213,024	$-23,353
2023	$208,678	$203,837	$236,377	$4,841
2020	$204,389	$160,925	$113,747	$43,464