MCDONALD ELEMENTARY PTA (EIN 272995791) - 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

2010

Legal Domicile

Principal Officer

JOE KLARMAN

Phone

2062522900

Tax Period

2023-07-01 to 2024-06-30

MCDONALD ELEMENTARY PTA, founded in 2010, is a small nonprofit in the Education sector that reported $438K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $419K left a modest 4% surplus.

Mission

TO SERVE THE STUDENTS AND FAMILIES OF OUR SCHOOL BY KEEPING PARENTS INFORMED VIA THE WEBSITE, PROMOTING PARENT INVOLVEMENT AND PROVIDE FUNDS TO SUPPORT THE IMMERSION EDUCATION PROGRAM, ARTS ENRICHMENT, LITERACY TUTORING, LEANING OPPORTUNITIES BEYOND THE CLASSROOM, CLASSROOM MATERIALS, AND AFTER-SCHOOL PROGRAMS.

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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 $437,925

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $437,925

Expense Breakdown

Grants Paid $357,623

Salaries & Benefits $0

Fundraising Expenses $585

Program Expenses $409,362

Other Expenses $61,113

TOTAL EXPENSES $418,736

Year-over-Year Comparison

	2023	2022	Change
Revenue	$437,925	$392,026	+0.1%
Expenses	$418,736	$326,171	+0.3%
Net Income	$19,189	$65,855	-0.7%

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

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
JOE KLARMAN	PRESIDENT	15.00	Officer Director	$0	$0	$0
LILY EAKIN	VP	10.00	Officer Director	$0	$0	$0
ANDREA RANGEL	VP	10.00	Officer Director	$0	$0	$0
MELANIE BROWN	SECRETARY	10.00	Officer Director	$0	$0	$0
DARRELL AKANA	TREASURER	10.00	Officer Director	$0	$0	$0
LAURA VIOLANTE	FUNDRAISING CHAIR	8.00	Officer Director	$0	$0	$0
KELLY FRAWLEY	VOLUNTEER COORDINATOR	8.00	Director	$0	$0	$0
STEPHANIE ROTHFUSS	COMMUNICATIONS CHAIR	8.00	Director	$0	$0	$0
CADY FUSTE	EVENTS COORDINATOR	8.00	Director	$0	$0	$0
DANICA NOBLE	LEGISLATIVE ADVOCACY CHAIR	5.00	Director	$0	$0	$0
TONY GROB	BUILDING LEADERSHIP TEAM LIAISONS	5.00	Director	$0	$0	$0
GILLIAN WEISS	BUILDING LEADERSHIP TEAM LIAISONS	5.00	Director	$0	$0	$0
BECKY BEARD	DIVERSITY, EQUALITY, AND INCLUSION CO-CHAIR	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	$437,925	$418,736	$585,026	$19,189
2023	$392,026	$326,171	$565,837	$65,855
2022	$404,416	$360,729	$499,982	$43,687
2021	$202,099	$197,775	$456,294	$4,324
2020	$488,954	$383,973	$451,970	$104,981
2019	$455,141	$486,207	$414,473	$-31,066
2018	$428,503	$470,942	$434,764	$-42,439

MCDONALD ELEMENTARY PTA