MONTGOMERY ELEMENTARY SCHOOLS PTA INC (EIN 223733592) - 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

2008

Legal Domicile

Principal Officer

JAIME GOSTKOWSKI

Phone

6094667606

Tax Period

2019-07-01 to 2020-06-30

MONTGOMERY ELEMENTARY SCHOOLS PTA INC, founded in 2008, is a micro nonprofit that reported $44K in total revenue in fiscal year 2019. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 25% operating margin.

Mission

ORGANIZE PROGRAMS,EVENTS, ETC. THAT PROMOTE EDUCATION AND POSITIVE ATTITUDE TOWARD CHILDREN AND EDUCATION, WITH THE SCHOOL AND THE COMMUNITY.

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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 $6,594

Program Service Revenue $6,469

Investment Income $22

Other Revenue $31,179

TOTAL REVENUE $44,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $33,166

TOTAL EXPENSES $33,166

Year-over-Year Comparison

	2019	2018	Change
Revenue	$44,264	$69,090	-0.4%
Expenses	$33,166	$64,909	-0.5%
Net Income	$11,098	$4,181	+1.7%

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
JENNA HUNTLEY	CO-PRESIDENT	005.00	Officer	$0	$0	$0
JAIME GOSTKOWSKI	CO-TREASURER	005.00	Officer	$0	$0	$0
JENNIFER HARRIS	SECRETARY	005.00	Officer	$0	$0	$0
YUNA KIM	CO-PRESIDENT	005.00	Officer	$0	$0	$0
MARIA RYAN	HOSPITALITY VP	005.00	Officer	$0	$0	$0
JENNIFER VOLFSON	EDUCATIONAL VP	005.00	Officer	$0	$0	$0
ROSEANN SANDS	SOICAL/FAMILY PROGRAM VP-SEPTA REP	005.00	Officer	$0	$0	$0
ASMA AHMED	FUNDRAISING VP VES	005.00	Officer	$0	$0	$0
PATTY BAJAJ	FUNDRAISING VP OhES	005.00	Officer	$0	$0	$0
CHRIS HOFFMAN	CO-TREASURER	005.00	Officer	$0	$0	$0
UNNATI PATEL	SENIOR VP	005.00	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
2020	$44,264	$33,166	$74,704	$11,098

MONTGOMERY ELEMENTARY SCHOOLS PTA INC