LAUREL HILL PRIMARY SCHOOL 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

2005

Legal Domicile

Principal Officer

HEATHER SUMNER

Phone

8437298794

Tax Period

2022-07-01 to 2023-06-30

LAUREL HILL PRIMARY SCHOOL PTA, founded in 2005, is a small nonprofit that reported $124K in total revenue in fiscal year 2022. Revenue surged 74% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE SUPPORT TO FURTHER EDUCATION OF CHILDREN

Program Service Accomplishments

Program 1

Expenses: $125,707 Revenue: $116,873

PROVIDE MONETARY SUPPORT TO EACH GRADE LEVEL AT LAUREL HILL PRIMARY SCHOOL AND PROVIDE TEACHER AND STUDENT SUPPLIES/SUPPORT

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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 $100,498

Program Service Revenue $16,375

Investment Income $0

Other Revenue $7,421

TOTAL REVENUE $124,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,707

Other Expenses $129,133

TOTAL EXPENSES $129,133

Year-over-Year Comparison

	2022	2021	Change
Revenue	$124,294	$71,271	+0.7%
Expenses	$129,133	$80,214	+0.6%
Net Income	$-4,839	$-8,943	-0.5%

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

150

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
HEATHER SUMNER	PRESIDENT	N/A	Officer	$0	$0	$0
JENESIS HAMM	TREASURER	N/A	Officer	$0	$0	$0
JENNY YOKOYAMA	VP, PARTNERS IN EDUCATION	N/A	Officer	$0	$0	$0
TIFFANY ANASTASIA	SECRETARY	N/A	Officer	$0	$0	$0
NICOLE DEPRIEST	VP, STUDENT ENRICHMENT & MARQUEE	N/A	Officer	$0	$0	$0
KARIN PEACE	VP, ROOM PARENT COORDINATOR	N/A	Officer	$0	$0	$0
BRETT GRANT	VP, FUNDRAISING	N/A		$0	$0	$0
KATHERINE HARTLEY	VP, FUNDRAISING	N/A		$0	$0	$0
MICHELLE MCCONNELL	VP, MEMBERSHIP	N/A		$0	$0	$0
KAITLIN UNSWORTH	VP, MEMBERSHIP	N/A		$0	$0	$0
BRIANNA STEELE	VP, VOLUNTEERS	N/A		$0	$0	$0
BROOKE NESBITT	VP, SOCIAL MEDIA	N/A		$0	$0	$0
KRISTIN SCOTT	VP, HOSPITALITY	N/A		$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	$124,294	$129,133	$103,759	$-4,839
2022	$71,271	$80,214	$108,598	$-8,943
2021	$132,199	$114,071	$117,542	$18,128
2020	$132,475	$122,816	$99,415	$9,659
2019	$109,778	$46,344	$89,755	$63,434
2018	$100,296	$101,484	$26,322	$-1,188