STANLEY ELEMENTARY PTA

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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

2009

Legal Domicile

Principal Officer

JULIANA MARGOLIS

Phone

2812341400

Tax Period

2024-07-01 to 2025-06-30

STANLEY ELEMENTARY PTA, founded in 2009, is a micro nonprofit that reported $52K in total revenue in fiscal year 2024.

Mission

THE MISSION OF THE PTA IS TO SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOLS, IN THE COMMUNITY, AND BEFORE GOVERNMENT AGENCIES AND OTHER ORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN, TO ASSIST PARENTS IN DEVELOPING SKILLS THEY NEED TO RAISE AND PROTECT THEIR CHILDREN, AND TO ENCOURAGE PARENT AND PUBLIC INVOLVEMENT IN THE PUBLIC SCHOOLS OF THE NATION.

Program Service Accomplishments

Program 1

Expenses: $6,531 Revenue: $5,739

PROMOTE THE WELFARE OF CHILDREN BY PROVIDING INSTRUCTIONAL TRAINING FOR TEACHERS AND EDUCATIONAL MATERIALS, 5TH GRADE EVENTS AND EDUCATIONAL PROGRAMS.

Program 2

Expenses: $36,706 Revenue: $8,370

BRING INTO CLOSER RELATION THE HOME AND SCHOOL BY PROVIDING A WEBSITE, YEARBOOKS, MEMBERS DIRECTORY, PARENT EDUCATION, AND SCHOOL/PARENT EVENTS THROUGHOUT THE SCHOOL YEAR.

Program 3

Expenses: $2,664 Revenue: $3,965

TO DEVELOP UNITED EFFORTS BETWEEN EDUCATORS AND THE GENERAL PUBLIC BY ENCOURAGING MEMBERSHIP AND MEMBERSHIP PARTICIPATION, PROVIDING HOSPITALITY, AND COVERING ADMINISTRATIVE COSTS FOR PTA OFFICER...

TO DEVELOP UNITED EFFORTS BETWEEN EDUCATORS AND THE GENERAL PUBLIC BY ENCOURAGING MEMBERSHIP AND MEMBERSHIP PARTICIPATION, PROVIDING HOSPITALITY, AND COVERING ADMINISTRATIVE COSTS FOR PTA OFFICER TRAINING.

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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 $0

Program Service Revenue $18,074

Investment Income $0

Other Revenue $33,708

TOTAL REVENUE $51,782

Expense Breakdown

Grants Paid $17,154

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,901

Other Expenses $34,624

TOTAL EXPENSES $51,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,782	$48,897	+0.1%
Expenses	$51,778	$52,775	0.0%
Net Income	$4	$-3,878	-1.0%

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
TAYLOR SHIPMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTY BLACK	VICE PRESIDENT - MEMBERSHI	3.00	Officer Director	$0	$0	$0
TAM LUU	TREASURER	3.00	Officer Director	$0	$0	$0
TINA BOOKOUT	COMMUNICATIONS	2.00	Officer Director	$0	$0	$0
BRANDY RAMOS	HISTORIAN	2.00	Officer Director	$0	$0	$0
MEREDITH MORRISS	PARLIAMENTARIAN	2.00	Officer Director	$0	$0	$0
MELISSA KANIA	VICE PRESIDENT - PROGRAMS	2.00	Officer Director	$0	$0	$0
NIMMI HENDERSON	VICE PRESIDENT - FUNDRAISI	4.00	Officer Director	$0	$0	$0
JULIANA MARGOLIS	PRESIDENT	6.00	Officer Director	$0	$0	$0
JAMIE NELSON	VIPS	4.00	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
2026	No data	No data	No data	No data
2025	$51,782	$51,778	$20,004	$4
2024	$48,897	$52,775	$20,000	$-3,878
2023	$47,929	$47,928	$23,878	$1
2022	$52,993	$32,095	$40,898	$20,898
2021	$18,861	$18,867	$20,000	$-6
2020	$44,554	$46,446	$20,000	$-1,892
2019	$62,572	$60,680	$21,892	$1,892