MCKENZIE PARENT-TEACHER ASSOCIATION

EIN: 363361124 501(c)(3)

WILMETTE, IL

Total Revenue
$165,757
Total Expenses
$126,851
Total Assets
$112,496
Net Assets
$112,496
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
IL
Principal Officer
MEGHAN MILLER
Phone
8475126300
Tax Period
2024-07-01 to 2025-06-30

MCKENZIE PARENT-TEACHER ASSOCIATION, founded in 2017, is a small nonprofit that reported $166K in total revenue in fiscal year 2024. The organization ran a surplus of $39K, a strong 23% operating margin.

Mission

A. TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, PLACES OF WORSHIP, AND THROUGHOUT THE COMMUNITY.B. TO ADVOCATE FOR LAWS THAT FURTHER THE EDUCATION, HEALTH, WELFARE, AND SAFETY OF CHILDREN AND YOUTH.C. TO RAISE THE STANDARDS OF HOME LIFE.D. TO ADVOCATE FOR FISCAL RESPONSIBILITY REGARDING PUBLIC TAX DOLLARS IN PUBLIC EDUCATION FUNDING.E. TO PROMOTE THE COLLABORATION AND ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OFCHILDREN AND YOUTH.F. TO ENGAGE THE PUBLIC IN UNITED EFFORTS TO SECURE THE PHYSICAL, MENTAL, EMOTIONAL, SPIRITUAL, ANDSOCIAL WELL-BEING OF ALL CHILDREN AND YOUTH.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $76,286
Program Service Revenue $15,624
Investment Income $14
Other Revenue $73,833
TOTAL REVENUE $165,757

Expense Breakdown

Grants Paid $2,213
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $115,529
Other Expenses $124,638
TOTAL EXPENSES $126,851

Year-over-Year Comparison

2024 2023 Change
Revenue $165,757 $155,856 +0.1%
Expenses $126,851 $276,320 -0.5%
Net Income $38,906 $-120,464 -1.3%
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

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
56

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
6
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RACHEL GOLD PRESIDENT 10.00
Officer Director
$0 $0 $0
LORENZA AMIGO PRESIDENT ELECT 10.00
Officer Director
$0 $0 $0
STEPHANIE VARLOTTA COMMUNICATIONS 1.00
Director
$0 $0 $0
ALEX APATOFF COMMUNICATIONS 1.00
Director
$0 $0 $0
BECKY BURKE ENRICHMENT 5.00
Director
$0 $0 $0
MONICA NOVOMISLE FUNDRAISING 5.00
Director
$0 $0 $0
STEPHANIE STRANO PARLIAMENTARIAN 1.00
Director
$0 $0 $0
LAURA HESS SECRETARY 1.00
Officer Director
$0 $0 $0
DANIELLE RITTER SECRETARY ELECT 1.00
Officer Director
$0 $0 $0
ERIKA BURKEMPER TREASURER 10.00
Officer Director
$0 $0 $0
MEGHAN MILLER TREASURER ELECT 10.00
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
2025 $165,757 $126,851 $112,496 $38,906
2023 $210,152 $228,841 $214,054 $-18,689
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