Dolores Huerta Elementary PTA (EIN 237038038) - 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

Principal Officer

Michael Spinella

Phone

4155955669

Tax Period

2023-08-01 to 2024-07-31

Dolores Huerta Elementary PTA, founded in 1943, is a small nonprofit that reported $258K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $322K exceeded revenue, resulting in a 25% operating deficit.

Mission

Dolores Huerta PTA's primary purpose is to promote the welfare of children and youth in home, school and 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 $219,181

Program Service Revenue $8,295

Investment Income $0

Other Revenue $30,788

TOTAL REVENUE $258,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $274,880

Other Expenses $322,388

TOTAL EXPENSES $322,388

Year-over-Year Comparison

	2023	2022	Change
Revenue	$258,264	$361,110	-0.3%
Expenses	$322,388	$317,852	+0.0%
Net Income	$-64,124	$43,258	-2.5%

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
Kate Leavitt	President	10.00	Officer Director	$0	$0	$0
Jill Santandreu	F/R Co-Chair	7.00	Officer Director	$0	$0	$0
Carissa Lopez	Finl Secretary	4.00	Officer Director	$0	$0	$0
Andy Martone	Secretary	3.00	Officer Director	$0	$0	$0
Rai Sue Sussman	Parlimentarian	2.00	Officer Director	$0	$0	$0
Marissa Sanchez	Comm Co Chr	7.00	Officer Director	$0	$0	$0
Krissa Cavouras	Membership	4.00	Officer Director	$0	$0	$0
Helena Carmena	F/R Co-Chair	7.00	Officer Director	$0	$0	$0
Iris Willow	Comm Co Chr	7.00	Officer Director	$0	$0	$0
Liz Ramsey	Auditor	2.00	Officer Director	$0	$0	$0
Andrew Casteela	Communications	5.00	Officer Director	$0	$0	$0
Amanda Barnett	Historian	3.00	Officer Director	$0	$0	$0
Matt Hill	Technology Chr	7.00	Officer Director	$0	$0	$0
Michael Spinella	Treasurer	8.00	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
2024	$258,264	$322,388	$223,929	$-64,124
2023	$361,110	$317,852	$288,053	$43,258
2022	$203,499	$246,404	$244,386	$-42,905

Dolores Huerta Elementary PTA