HORACE MANN ELEMENTARY SCHOOL PTA (EIN 521067634) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Principal Officer

ZACH REED

Tax Period

2023-08-01 to 2024-07-31

HORACE MANN ELEMENTARY SCHOOL PTA, founded in 1985, is a small nonprofit that reported $455K in total revenue in fiscal year 2023. The organization ran a surplus of $68K, a strong 15% operating margin.

Mission

SUPPORT EDUCATIONAL PROGRAMS AT HORACE MANN ELEMENTARY SCHOOL IN WASHINGTON DC

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $230,247

Program Service Revenue $13,518

Investment Income $10

Other Revenue $211,027

TOTAL REVENUE $454,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $329,689

Fundraising Expenses $0

Program Expenses $386,363

Other Expenses $56,674

TOTAL EXPENSES $386,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$454,802	$459,500	0.0%
Expenses	$386,363	$359,566	+0.1%
Net Income	$68,439	$99,934	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
JACEY CAVANAGH	CO-TREASURER	5.00	Officer	$0	$0	$0
MELISSA COSTANZI	WEBSITE	1.00	Officer	$0	$0	$0
SARAH FREI	TEACHER REPR	1.00	Officer	$0	$0	$0
AMIR INGRAM	RECORDING SE	5.00	Officer	$0	$0	$0
ANNA JOHNSON	COMMUNITY LI	1.00	Officer	$0	$0	$0
JENNIFER KRUSIUS	CO-TREASURER	5.00	Officer	$0	$0	$0
CARLY LLEWELLYN	COMMUNICATIO	1.00	Officer	$0	$0	$0
EMILY LOCKER	VOLUNTEER CO	1.00	Officer	$0	$0	$0
JESSICA NARESH	HOSPITALITY	1.00	Officer	$0	$0	$0
BEENA PATEL	TREASURER	3.00	Officer	$0	$0	$0
SUZIE PAWLAK	ROOM PARENT	1.00	Officer	$0	$0	$0
SUSAN REED	ROOM PARENT	1.00	Officer	$0	$0	$0
ZACH REED	CO-PRESIDENT	10.00	Officer	$0	$0	$0
LAURA RODRIGUEZ	CO-TREASURER	5.00	Officer	$0	$0	$0
ALEX SARAMA	CO-PRESIDENT	10.00	Officer	$0	$0	$0
LAURA SHIPLEY	MANN GEAR	1.00	Officer	$0	$0	$0
MARY STRONECK	HOSPITALITY	1.00	Officer	$0	$0	$0
LIZ WALSH	FACILITIES O	5.00	Officer	$0	$0	$0
JILL WEIBE	TEACHER REPR	1.00	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
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

HORACE MANN ELEMENTARY SCHOOL PTA