Emerson Elementary 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

1948

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Emerson Elementary PTA, founded in 1948, is a small nonprofit that reported $295K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $73K, a strong 25% operating margin.

Mission

to support children, parents and staff at Emerson Elementary School through enrichment activities, additional educational support and community wide activities

Program Service Accomplishments

Program 1

Expenses: $157,963

The PTA supported teachers with programs including Art and PE enrichment programs, supplies, and other materials.

Program 2

Expenses: $29,813 Revenue: $17,214

The PTA funded various programs for the students, including field trips

Program 3

Expenses: $22,503

The PTA sponsored Family and Parent Education activities including the Equity Events, T-shirts, and other activities to foster 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 (2023)

Revenue Breakdown

Contributions & Grants $257,449

Program Service Revenue $17,214

Investment Income $2,991

Other Revenue $17,097

TOTAL REVENUE $294,751

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $210,279

Other Expenses $221,655

TOTAL EXPENSES $221,655

Year-over-Year Comparison

	2023	2022	Change
Revenue	$294,751	$244,949	+0.2%
Expenses	$221,655	$396,825	-0.4%
Net Income	$73,096	$-151,876	-1.5%

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
Rachel Terp Krysten Curtis	Executive VPs	5.00	Officer	$0	$0	$0
Bruk Abebe Silvia Ahn	VPs Equity	2.00	Officer	$0	$0	$0
C Rana ChoJenny Nelson	VPs Academic Enrichment	2.00	Officer	$0	$0	$0
Christina Edwards	VP of Advocacy	2.00	Officer	$0	$0	$0
S Elizabeth ValleyMasha Danilenko	Fund Raising Co Chairs	2.00	Officer	$0	$0	$0
Elise Kneram	VP Membership	2.00	Officer	$0	$0	$0
Amy Fire	Treasurer	15.00	Officer	$0	$0	$0
Merlin Edwards	President	20.00	Officer	$0	$0	$0
Carol Wang	VP Communications	7.00	Officer	$0	$0	$0
Ariel Clute	VP Community Building	2.00	Officer	$0	$0	$0
Kevin Jude	Secretary	1.00	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	$294,751	$221,655	$235,429	$73,096
2023	$244,949	$396,825	$162,333	$-151,876
2022	$211,428	$163,995	$314,209	$47,433
2021	$172,622	$166,229	$266,776	$6,393
2020	$296,424	$243,278	$260,383	$53,146
2019	$265,730	$274,816	$207,237	$-9,086