Pierce Downer Elementary PTA (EIN 363268504) - 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

1994

Legal Domicile

Principal Officer

Jennifer Klemz

Tax Period

2022-07-01 to 2023-06-30

Pierce Downer Elementary PTA, founded in 1994, is a small nonprofit in the Education sector that reported $131K in total revenue in fiscal year 2022. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $275K exceeded revenue, resulting in a 109% operating deficit.

Mission

Parent Teacher Association

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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 $89,213

Program Service Revenue $2,161

Investment Income $0

Other Revenue $40,063

TOTAL REVENUE $131,437

Expense Breakdown

Grants Paid $3,508

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $272,778

Other Expenses $271,013

TOTAL EXPENSES $274,521

Year-over-Year Comparison

	2022	2021	Change
Revenue	$131,437	$199,151	-0.3%
Expenses	$274,521	$31,095	+7.8%
Net Income	$-143,084	$168,056	-1.9%

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
Jennifer Klemz	Co-President	2.00	Officer Director	$0	$0	$0
Melissa Odenbach	Co-President	2.00	Officer Director	$0	$0	$0
Ann Marie Powers	Co-Treasurer	2.00	Officer Director	$0	$0	$0
Erika Nelander	Co-Treasurer	2.00	Officer Director	$0	$0	$0
Veronica Roche	Secretary	2.00	Officer Director	$0	$0	$0
Francesca Rabchuk	VP of Fundraising	2.00	Director	$0	$0	$0
Jennifer Meggos	VP of Social Activities	2.00	Director	$0	$0	$0
Megan Klucharik	VP of Operations	2.00	Director	$0	$0	$0
Elizabeth Rossi	VP of Academic Enrichment	2.00	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
2023	$131,437	$274,521	$57,631	$-143,084
2022	$199,151	$31,095	$200,715	$168,056

Pierce Downer Elementary PTA