VALHALLA ELEMENTARY SCHOOL PARENT FACULTY ASSOCIATION (EIN 237061836) - 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

1969

Legal Domicile

Principal Officer

LISA ZARAGOZA

Phone

9256871700

Tax Period

2024-07-01 to 2025-06-30

VALHALLA ELEMENTARY SCHOOL PARENT FACULTY ASSOCIATION, founded in 1969, is a small nonprofit in the Education sector that reported $266K in total revenue in fiscal year 2024. The organization ran a surplus of $44K, a strong 17% operating margin.

Mission

PROMOTE/SUPPORT EDUCATION AT VALHALLA ELEMENTARY 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 (2024)

Revenue Breakdown

Contributions & Grants $97,149

Program Service Revenue $0

Investment Income $3,116

Other Revenue $165,402

TOTAL REVENUE $265,667

Expense Breakdown

Grants Paid $167,028

Salaries & Benefits $0

Fundraising Expenses $43,340

Program Expenses $169,125

Other Expenses $10,986

TOTAL EXPENSES $221,354

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,667	$261,051	+0.0%
Expenses	$221,354	$256,936	-0.1%
Net Income	$44,313	$4,115	+9.8%

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

150

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
MARCIE STEWART	PRESIDENT	10.00	Officer Director	$0	$0	$0
JENNA HAILE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JENNIFER JUNG	TREASURER	10.00	Officer Director	$0	$0	$0
CARLA FABREGAS	CORRESPONDING SECRETARY	5.00	Officer Director	$0	$0	$0
KATIE MILES	RECORDING SECRETARY	N/A	Officer Director	$0	$0	$0
ILE JONES	EX OFFICIO	N/A	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
2025	$265,667	$221,354	$458,115	$44,313
2024	No data	No data	No data	No data
2023	$226,923	$162,200	$409,687	$64,723
2022	$214,613	$115,672	$344,965	$98,941
2021	$41,116	$58,280	$246,024	$-17,164
2020	$160,251	$161,077	$263,188	$-826
2019	$147,970	$108,965	$264,014	$39,005
2018	$152,823	$117,808	$225,009	$35,015

VALHALLA ELEMENTARY SCHOOL PARENT FACULTY ASSOCIATION