HORACE MANN ELEMENTARY 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

1985

Principal Officer

ZACH REED

Phone

2022820126

Tax Period

2024-08-01 to 2025-07-31

HORACE MANN ELEMENTARY SCHOOL PTA, founded in 1985, is a small nonprofit that reported $572K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $155K, a strong 27% operating margin.

Mission

SUPPORT EDUCATIONAL PROGRAMS AT HORACE MANN ELEMENTARY SCHOOL IN WASHINGTON DC

Program Service Accomplishments

Program 1

Expenses: $401,978

ENRICHMENT TEACHERS AND CLASSROOM AIDES - ADDITIONAL INSTRUCTORS IN SCIENCE, ART, MUSIC, MATHEMATICS, PHYSICAL EDUCATION, AND SUPPLEMENTARY AIDES FOR SMALL GROUP INSTRUCTIONS FOR GRADES PRE K TO...

ENRICHMENT TEACHERS AND CLASSROOM AIDES - ADDITIONAL INSTRUCTORS IN SCIENCE, ART, MUSIC, MATHEMATICS, PHYSICAL EDUCATION, AND SUPPLEMENTARY AIDES FOR SMALL GROUP INSTRUCTIONS FOR GRADES PRE K TO GRADE 5

Program 2

Expenses: $3,628

CONFERENCE FEES - STAFF DEVELOPMENT GRANTS PROVIDED TO HORACE MANN ELEMENTARY SCHOOL TEACHERS TO ATTEND TRAINING CONFERENCES AND SEMINARS

Program 3

Expenses: $12,233

CLASSROOM SUPPLIES AND MATERIALS - EXTRA TEXTBOOKS , SUPPLIES, MATERIALS AND EQUIPMENT TO SUPPLEMENT THESE PROVIDED BY DISTRICT OF COLUMBIA PUBLIC SCHOOLS FOR GRADES PRE K TO 5

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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 (2024)

Revenue Breakdown

Contributions & Grants $309,908

Program Service Revenue $15,224

Investment Income $7,325

Other Revenue $239,930

TOTAL REVENUE $572,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $339,761

Fundraising Expenses $0

Program Expenses $417,839

Other Expenses $78,078

TOTAL EXPENSES $417,839

Year-over-Year Comparison

	2024	2023	Change
Revenue	$572,387	$454,802	+0.3%
Expenses	$417,839	$386,363	+0.1%
Net Income	$154,548	$68,439	+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

Governance

Voting Members

Independent Members

Employees

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
BETH ALEXANDER	WEBSITE	5.00	Officer	$0	$0	$0
JACEY CAVANAGH	CO-TREASURER	10.00	Officer	$0	$0	$0
SARAH FREI	TEACHER REPR	5.00	Officer	$0	$0	$0
MARY BETH GEARINO	COMMUNICATIO	5.00	Officer	$0	$0	$0
ANNA JOHNSON	COMMUNITY LI	5.00	Officer	$0	$0	$0
JENNIFER KRUSIUS	RECORDING SE	10.00	Officer	$0	$0	$0
EMILY LOCKER	VOLUNTEERCOO	5.00	Officer	$0	$0	$0
JESSICA NARESH	HOSPITALITY	5.00	Officer	$0	$0	$0
MIRA PATEL	CO-TREASURER	10.00	Officer	$0	$0	$0
SUZIE PAWLAK	ROOM PARENT	5.00	Officer	$0	$0	$0
APRIL QUINLAN	MEMBERSHIP C	10.00	Officer	$0	$0	$0
SUSAN REED	ROOM PARENT	5.00	Officer	$0	$0	$0
ZACH REED	CO-PRESIDENT	10.00	Officer	$0	$0	$0
LAURA RODRIGUEZ	CO-TREASURER	10.00	Officer	$0	$0	$0
STEVEN RODRIGUEZ	MEMBERSHIP C	10.00	Officer	$0	$0	$0
ALEX SARAMA	FUNDRAISING	10.00	Officer	$0	$0	$0
LAURA SHIPLEY	MANN GEAR	5.00	Officer	$0	$0	$0
MARY STRONECK	HOSPITALITY	5.00	Officer	$0	$0	$0
LIZ WALSH	FACILITIES O	5.00	Officer	$0	$0	$0
ANNE-LISE WOHLERS	CO-PRESIDENT	10.00	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	$572,387	$417,839	$752,219	$154,548
2024	$454,802	$386,363	$594,032	$68,439
2023	$459,500	$359,566	$526,271	$99,934
2022	$483,312	$410,765	$425,063	$72,547
2021	$159,654	$281,187	$352,031	$-121,533
2020	$478,910	$503,872	$473,564	$-24,962
2019	$612,110	$690,484	$498,526	$-78,374
2018	$548,863	$470,221	$576,900	$78,642