PTA Baywood Elementary School (EIN 237017555) - 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

1939

Legal Domicile

Principal Officer

Whitney Argyres

Phone

6503127511

Tax Period

2023-07-01 to 2024-06-30

PTA Baywood Elementary School, founded in 1939, is a small nonprofit that reported $527K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $493K left a modest 7% surplus.

Mission

To enrichen student education, particularly in the areas of cultural arts, visual arts, movements, physical education, technology, math, science and literacy. Promote parent and community involvement for the families at our school.

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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 $369,401

Program Service Revenue $5,314

Investment Income $26,700

Other Revenue $125,945

TOTAL REVENUE $527,360

Expense Breakdown

Grants Paid $428,638

Salaries & Benefits $0

Fundraising Expenses $493

Program Expenses $491,959

Other Expenses $64,308

TOTAL EXPENSES $492,946

Year-over-Year Comparison

	2023	2022	Change
Revenue	$527,360	$616,394	-0.1%
Expenses	$492,946	$519,996	-0.1%
Net Income	$34,414	$96,398	-0.6%

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

N/A

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
Erin Felix	Principal	10.00	Director	$0	$0	$0
Abbie Wishart	Faculty Rep	10.00	Director	$0	$0	$0
Sercio Campos	VP Outreach	10.00	Officer	$0	$0	$0
Lisa Forrest	VP Fundraising	10.00	Officer	$0	$0	$0
Sarah Wilson	Parliamentarian	10.00	Officer	$0	$0	$0
Jamie Dobel	VP Programs	10.00	Officer	$0	$0	$0
Maryam Norton	Recording Secty	10.00	Officer	$0	$0	$0
Amy Radovich	Vice President	10.00	Officer	$0	$0	$0
Purnima Mani	Historian	10.00	Officer	$0	$0	$0
Joe Godfrey	VP Technology	10.00	Officer	$0	$0	$0
Manvi Maker	Auditor	10.00	Officer	$0	$0	$0
Elisha Nedwick	Financial Secty	10.00	Officer	$0	$0	$0
Morgan Aiello	VP Fundraising	10.00	Officer	$0	$0	$0
Whitney Argyres	President	10.00	Officer	$0	$0	$0
Megan Brownell	VP Programs	10.00	Officer	$0	$0	$0
Ava Campos	VP Comm'n	10.00	Officer	$0	$0	$0
Tyler Elliott	Treasurer	10.00	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	$527,360	$492,946	$846,028	$34,414
2023	$616,394	$519,996	$811,614	$96,398
2022	$494,962	$385,823	$715,218	$109,139
2021	$453,196	$552,164	$606,076	$-98,968
2020	$709,443	$717,606	$705,043	$-8,163
2019	$685,879	$714,132	$713,206	$-28,253

PTA Baywood Elementary School