PTA NEW YORK CONGRESS 18-217 BRONXVILLE PUBLIC SCHOOL PTA (EIN 237037052) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1952

Legal Domicile

Principal Officer

ANNE JENKS

Phone

9147798488

Tax Period

2024-07-01 to 2025-06-30

PTA NEW YORK CONGRESS 18-217 BRONXVILLE PUBLIC SCHOOL PTA is a 501(c)(3) with EIN 237037052, based in BRONXVILLE, NY. Founded in 1952, the organization files IRS Form 990 and reported its most recent data for fiscal year 2024. In that period, it reported $1,403,904 in total revenue and $1,417,830 in total expenses, with net assets of $712,007.

Mission

TO PROMOTE THE WELFARE OF STUDENTS AND TO RAISE THE STANDARDS OF HOME LIFE. THE PTA BRINGS INTO CLOSER RELATION THE HOME, THE SCHOOL AND THE COMMUNITY REGARDING EDUCATION AND DEVELOPS SUCH UNITED EFFORTS TO SECURE THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL EDUCTION TO ALL STUDENTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $315,942

Program Service Revenue $971,277

Investment Income $52

Other Revenue $116,633

TOTAL REVENUE $1,403,904

Expense Breakdown

Grants Paid $90,008

Salaries & Benefits $626,222

Fundraising Expenses $0

Program Expenses $1,326,392

Other Expenses $701,600

TOTAL EXPENSES $1,417,830

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,403,904	$1,466,355	0.0%
Expenses	$1,417,830	$1,575,471	-0.1%
Net Income	$-13,926	$-109,116	-0.9%

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

129

Volunteers

250

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
ALANNA LEAVELL	PRESIDENT	8.00	Officer Director	$0	$0	$0
SUSAN FREHSE	PRESIDENT EL	5.00	Officer Director	$0	$0	$0
ANNE JENKS	TREASURER	7.00	Officer Director	$0	$0	$0
SUSAN PARK	TREASURER EL	5.00	Officer Director	$0	$0	$0
ZAHABIA BRAINCH	SECRETARY	7.00	Officer Director	$0	$0	$0
EMILY STONE	COUNCIL CHAI	5.00	Officer Director	$0	$0	$0
LANSING MARTINELLI	COUNCIL CHAI	5.00	Officer Director	$0	$0	$0
JENNIFER HEATHWOOD	COUNCIL CHAI	5.00	Officer Director	$0	$0	$0
MAURENN STAPLETON	BOARD MEMBER	5.00	Director	$0	$0	$0
JENNIFER SIEGERT	BOARD MEMBER	5.00	Director	$0	$0	$0
AMY KRAUSE	BOARD MEMBER	5.00	Director	$0	$0	$0
ASHLEY MURPHY	BOARD MEMBER	5.00	Director	$0	$0	$0
DARIA DREW FICAZZOLA	BOARD MEMBER	5.00	Director	$0	$0	$0
LINDSAY JOHNSON	BOARD MEMBER	5.00	Director	$0	$0	$0
TERESA BRADY	BOARD MEMBER	5.00	Director	$0	$0	$0
ADRIENNE HARPER	BOARD MEMBER	5.00	Director	$0	$0	$0
KELLY FEZZA	BOARD MEMBER	5.00	Director	$0	$0	$0
ALEXIS LEMON ZAKOU	BOARD MEMBER	5.00	Director	$0	$0	$0
NICOLE SALIMBENE	BOARD MEMBER	5.00	Director	$0	$0	$0
TARA HOLBERT	BOARD MEMBER	5.00	Director	$0	$0	$0
JENNIFER WELLS	BOARD MEMBER	5.00	Director	$0	$0	$0
MARIA TERJANIAN	BOARD MEMBER	5.00	Director	$0	$0	$0
MAGGIE SHEEHAN	BOARD MEMBER	5.00	Director	$0	$0	$0
ANNABELLA DAVIS	BOARD MEMBER	5.00	Director	$0	$0	$0
ELIZABETH RANGWALLA	BOARD MEMBER	5.00	Director	$0	$0	$0
KATHERINE OUTCALT	BOARD MEMBER	5.00	Director	$0	$0	$0
JENNY JAQUETTE	BOARD MEMBER	5.00	Director	$0	$0	$0
MARGARET COPETE	BOARD MEMBER	5.00	Director	$0	$0	$0
KHRISTAN HEAGLE	BOARD MEMBER	5.00	Director	$0	$0	$0
MICHELLE HORVERS	BOARD MEMBER	5.00	Director	$0	$0	$0
AMY CIVALE	BOARD MEMBER	5.00	Director	$0	$0	$0
WILL FULTON	BOARD MEMBER	5.00	Director	$0	$0	$0
MICHELLE SPILLANE	BOARD MEMBER	5.00	Director	$0	$0	$0
TATIANA CASTRO-TABOAS	BOARD MEMBER	5.00	Director	$0	$0	$0
DELPHINE QUIETI	BOARD MEMBER	5.00	Director	$0	$0	$0
KELLY PATTERSON	BOARD MEMBER	5.00	Director	$0	$0	$0
JOYCE BARNES	BOARD MEMBER	5.00	Director	$0	$0	$0
AMY HOWARD	BOARD MEMBER	5.00	Director	$0	$0	$0
AMY BROWN	BOARD MEMBER	5.00	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
2025	$1,403,904	$1,417,830	$784,381	$-13,926
2023	$1,504,253	$1,313,097	$851,540	$191,156
2022	$1,040,699	$911,052	$696,365	$129,647
2021	$313,197	$320,516	$514,246	$-7,319

PTA NEW YORK CONGRESS 18-217 BRONXVILLE PUBLIC SCHOOL PTA