Cragmont School PTA (EIN 237015673) - 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

1943

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Cragmont School PTA, founded in 1943, is a small nonprofit that reported $141K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $43K, a strong 30% operating margin.

Mission

To complement academic curriculum, the PTA contributes towards hiring of educators and staff to focus on the whole child at Cragmont, including arts, dance, and music.

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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 $104,001

Program Service Revenue $3,912

Investment Income $0

Other Revenue $33,359

TOTAL REVENUE $141,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,244

Other Expenses $98,373

TOTAL EXPENSES $98,373

Year-over-Year Comparison

	2023	2022	Change
Revenue	$141,272	$168,637	-0.2%
Expenses	$98,373	$183,947	-0.5%
Net Income	$42,899	$-15,310	-3.8%

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
Rose Schweig	Financial Secretary	1.00	Officer	$0	$0	$0
Lauren Fong	Treasurer	2.00	Officer	$0	$0	$0
Carol Cho	Parliamentarian	1.00	Officer	$0	$0	$0
Meredith Aki	Teacher Rep	1.00	Officer	$0	$0	$0
Jay Kang	Historian	1.00	Officer	$0	$0	$0
Dianna Mullins	VP Fundraising	8.00	Officer	$0	$0	$0
Whitney Smith	President	8.00	Officer	$0	$0	$0
Kryselle Encarnacion	VP Events	1.00	Officer	$0	$0	$0
Diana Stock	Secretary	1.00	Officer	$0	$0	$0
Mio Tsubata-Gonzalez	Co VP Events	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	$141,272	$98,373	$198,473	$42,899
2023	$168,637	$183,947	$155,574	$-15,310
2020	$240,368	$205,760	$221,589	$34,608
2019	$212,822	$255,614	$186,981	$-42,792

Cragmont School PTA