PTA-GA Congress-Warren T Jackson Elementary PTA (EIN 237020906) - 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

1998

Legal Domicile

Principal Officer

Kelley Gambrell

Phone

4048028800

Tax Period

2020-07-01 to 2021-06-30

PTA-GA Congress-Warren T Jackson Elementary PTA, founded in 1998, is a micro nonprofit that reported $899 in total revenue in fiscal year 2020. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $220K exceeded revenue, resulting in a 24383% operating deficit.

Mission

To support the students, teachers, and staff of Warren T. Jackson Elementary Schoolby promoting quality education, striving to expand the arts, encouraging community involvement, and working toward a healthier environment for the children.

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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 (2020)

Revenue Breakdown

Contributions & Grants $85

Program Service Revenue $0

Investment Income $3

Other Revenue $811

TOTAL REVENUE $899

Expense Breakdown

Grants Paid $218,617

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $218,617

Other Expenses $1,484

TOTAL EXPENSES $220,101

Year-over-Year Comparison

	2020	2019	Change
Revenue	$899	$345,683	-1.0%
Expenses	$220,101	$289,684	-0.2%
Net Income	$-219,202	$55,999	-4.9%

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
Alison Rubinas	Co-President	15.00	Officer Director	$0	$0	$0
Elizabeth Williams	Co-President Elect	15.00	Officer Director	$0	$0	$0
Laura Urbano	Secretary	5.00	Officer Director	$0	$0	$0
Kelley Gambrell	Treasurer	15.00	Officer Director	$0	$0	$0
Maureen Thomas	Vice President-Fundraising	5.00	Officer Director	$0	$0	$0
Molly Sappington	Vice President-Engagement	5.00	Officer Director	$0	$0	$0
Annette Cooper	Vice President-Primary Campus	5.00	Officer Director	$0	$0	$0
Virginia Nalle	Vice President-Oper & Compliance	5.00	Officer Director	$0	$0	$0
Courtney Dixon	Treasurer Elect	5.00	Officer 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
2021	$899	$220,101	No data	$-219,202
2020	$345,683	$289,684	$219,202	$55,999

PTA-GA Congress-Warren T Jackson Elementary PTA