JULIA GREEN PARENT (EIN 300278216) - 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

Legal Domicile

Principal Officer

KERRY ROBERTS

Phone

6152988082

Tax Period

2022-07-01 to 2023-06-30

JULIA GREEN PARENT is a small nonprofit in the Education sector that reported $353K in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $316K left a modest 11% surplus.

Mission

THE MISSION OF JULIA GREEN ELEMENTARY SCHOOL'S PTO IS TO BE AN INCLUSIVE COMMUNITY OF PARENTS AND TEACHERS SUPPORTING THE SCHOOL'S MISSION TO CREATE A FOUNDATION THAT ENCOURAGES COMPASSION, TOLERANCE, INTEGRITY AND COMMITMENT TO LEARNING FOR ALL 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 (2022)

Revenue Breakdown

Contributions & Grants $291,799

Program Service Revenue $0

Investment Income $8,592

Other Revenue $53,051

TOTAL REVENUE $353,442

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $306,895

Other Expenses $316,090

TOTAL EXPENSES $316,090

Year-over-Year Comparison

	2022	2021	Change
Revenue	$353,442	$316,699	+0.1%
Expenses	$316,090	$180,200	+0.8%
Net Income	$37,352	$136,499	-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
KERRY ROBERTS	PRESIDENT	20.00	Officer Director	$0	$0	$0
ANN WILES	PRESIDENT EL	10.00	Officer Director	$0	$0	$0
PAIGE MENGE	PAST PRESIDE	10.00	Officer Director	$0	$0	$0
LYNN BROWN	RECORDING SE	10.00	Officer Director	$0	$0	$0
HILARY STIMART	VP OF FUNDRA	10.00	Officer Director	$0	$0	$0
CAMELLIA HOWORTH	VP COMMUNITY	10.00	Officer Director	$0	$0	$0
LAUREN MCCARTHY	VP EDUCATION	10.00	Officer Director	$0	$0	$0
BETH JOHNSON	VP COMMUNICA	10.00	Officer Director	$0	$0	$0
HOLLY FARLEY	VP HOSPITALI	10.00	Officer Director	$0	$0	$0
ELIZABETH LEVINE	VP POLICY	10.00	Officer Director	$0	$0	$0
LINDSAY WELLS	TREASURER	10.00	Officer Director	$0	$0	$0
VANCE MCGUIGIN	ASST TREASUR	10.00	Officer Director	$0	$0	$0
LAUREN HUNTER	TREASURER	N/A	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	No data	No data	No data	No data
2023	$353,442	$316,090	$557,844	$37,352
2022	$316,699	$180,200	$521,621	$136,499
2021	$164,170	$83,194	$412,674	$80,976
2020	$238,316	$136,696	$514,102	$101,620
2019	$286,006	$188,398	$409,946	$97,608

JULIA GREEN PARENT