Woodbury Elementary School PTA (EIN 237184689) - 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

1992

Legal Domicile

Principal Officer

Paul Murray

Phone

9499365750

Tax Period

2024-07-01 to 2025-06-30

Woodbury Elementary School PTA, founded in 1992, is a small nonprofit that reported $237K in total revenue in fiscal year 2024. Expenses of $229K left a modest 3% surplus.

Mission

To enhance children's educational experience

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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 $43,531

Program Service Revenue $72,792

Investment Income $0

Other Revenue $120,838

TOTAL REVENUE $237,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217,109

Other Expenses $229,419

TOTAL EXPENSES $229,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	$237,161	$241,129	0.0%
Expenses	$229,419	$252,396	-0.1%
Net Income	$7,742	$-11,267	-1.7%

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

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
Stephanie Morales	President	10.00	Officer	$0	$0	$0
Annie Thottam-Gunasekera	Vice-President of Fundrais	10.00	Officer	$0	$0	$0
Phoebe Hus Kim	Vice-President of Membersh	10.00	Officer	$0	$0	$0
Suzi Kim	Vice-President of Enrichme	10.00	Officer	$0	$0	$0
Olga Arnaya	Treasurer	10.00	Officer	$0	$0	$0
Banah Alomar	Vice-President of Communic	10.00	Officer	$0	$0	$0
Soham Joshi	Financial Secretary	5.00	Officer	$0	$0	$0
Nidia Barrios	Historian	5.00	Officer	$0	$0	$0
Jen Meissen	Secretary	5.00	Officer	$0	$0	$0
Jordan Hamessley	Parliamentarian	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	$237,161	$229,419	$108,274	$7,742
2024	No data	No data	No data	No data
2023	$230,106	$216,219	$111,799	$13,887
2019	$175,353	$156,648	$51,282	$18,705

Woodbury Elementary School PTA