BECKFORD AVENUE ELEMENTARY PTA (EIN 237174097) - 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

1986

Legal Domicile

Principal Officer

SHAILEE BUTALIA

Phone

8183601924

Tax Period

2023-07-01 to 2024-06-30

BECKFORD AVENUE ELEMENTARY PTA, founded in 1986, is a small nonprofit that reported $133K in total revenue in fiscal year 2023.

Mission

GRANTS TO SCHOOL - THE PTA PURCHASED VARIOUS GOODS & SERVICES TO AUGMENT WHAT THE SCHOOL PROVIDED ITS STUDENTS

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $132,753

TOTAL REVENUE $132,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $133,448

Other Expenses $143,458

TOTAL EXPENSES $143,458

Year-over-Year Comparison

	2023	2022	Change
Revenue	$132,753	$128,010	+0.0%
Expenses	$143,458	$180,847	-0.2%
Net Income	$-10,705	$-52,837	-0.8%

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

646

Independent Members

646

Employees

N/A

Volunteers

N/A

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
LISA LE	PRESIDENT	10.00	Officer	$0	$0	$0
DARLIN SETOUDEH	EXECUTIVE VICE PRESIDENT	5.00	Officer	$0	$0	$0
KIRA MARSH	SECRETARY	5.00	Officer	$0	$0	$0
SHAILEE BUTALIA	TREASURER	10.00	Officer	$0	$0	$0
KRISTY HATANO	VICE PRESIDENT - ROOM PARE	5.00	Officer	$0	$0	$0
ELIZABETH KROTOV	VICE PRESIDENT - PROGRAMS	5.00	Officer	$0	$0	$0
JENNA HOOKS	VICE PRESIDENT - MEMBERSHI	5.00	Officer	$0	$0	$0
JENNY CABRAL	FINANCIAL SECRETARY	5.00	Officer	$0	$0	$0
LORDAN NAPOLI	HISTORIAN	5.00	Officer	$0	$0	$0
NINA NIU-OK	PARLIAMENTARIAN	5.00	Officer	$0	$0	$0
DINORA RODRIGUEZ	CORRESPONDING SECRETARY	5.00	Officer	$0	$0	$0
JESSICA VISITISOMSUK	AUDITOR	5.00	Officer	$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	$132,753	$143,458	$107,153	$-10,705
2023	$128,010	$180,847	$117,858	$-52,837
2022	$147,638	$101,110	$170,695	$46,528
2021	$72,207	$64,986	$124,167	$7,221
2020	$103,227	$86,589	$116,946	$16,638
2019	$111,626	$116,475	$100,308	$-4,849
2018	$107,908	$93,104	$105,157	$14,804

BECKFORD AVENUE ELEMENTARY PTA