PTA NEW YORK - CHAPPAQUA (EIN 237118590) - 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

1954

Legal Domicile

Phone

9142387200

Tax Period

2023-07-01 to 2024-06-30

PTA NEW YORK - CHAPPAQUA, founded in 1954, is a small nonprofit that reported $754K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $303K, a strong 40% operating margin.

Mission

TO PROMOTE THE WELFARE OF STUDENTS AND ENRICH THEIR EDUCATION.

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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 $63,119

Program Service Revenue $654,092

Investment Income $41

Other Revenue $37,234

TOTAL REVENUE $754,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $451,572

Other Expenses $451,572

TOTAL EXPENSES $451,572

Year-over-Year Comparison

	2023	2022	Change
Revenue	$754,486	$803,092	-0.1%
Expenses	$451,572	$741,804	-0.4%
Net Income	$302,914	$61,288	+3.9%

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

600

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
JOELLE ANDERSEN	President	5.00	Officer Director	$0	$0	$0
LEIGHANN VOEGLER	Treasurer	5.00	Officer Director	$0	$0	$0
SUDHA KUMAR	Vice President	5.00	Officer Director	$0	$0	$0
TOMO SMITH	RECORDING SEC	5.00	Officer Director	$0	$0	$0
TANI GELBER	CRRSPNDING SEC	5.00	Officer Director	$0	$0	$0
AMANDA GAIBROIS	SPECIAL ED CHR	5.00	Director	$0	$0	$0
TEMA BOMBACK	GREELEY CHAIR	5.00	Director	$0	$0	$0
LEAH ALANI	BELL CHAIR	5.00	Director	$0	$0	$0
SARAH CURTIN	7 BRIDGES CHAIR	5.00	Director	$0	$0	$0
ALICIA MOLLY	GRAFFLIN CHAIR	5.00	Director	$0	$0	$0
INGRID SCHOLZE	ROARING BRK CHR	5.00	Director	$0	$0	$0
RICARA ZAHNER	WESTORCHARD CHR	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	No data	No data	No data	No data
2024	$754,486	$451,572	$1,002,214	$302,914
2023	$803,092	$741,804	$699,300	$61,288
2022	$657,016	$657,131	$638,012	$-115
2020	$637,444	$438,449	$859,155	$198,995
2019	$642,471	$774,591	$660,160	$-132,120
2018	$732,332	$507,749	$792,280	$224,583

PTA NEW YORK - CHAPPAQUA