PHOEBE HEARST ELEMENTARY SCHOOL PTA (EIN 521121375) - 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

1932

Legal Domicile

Principal Officer

SHARI ROSE

Phone

2025777083

Tax Period

2024-07-01 to 2025-06-30

PHOEBE HEARST ELEMENTARY SCHOOL PTA, founded in 1932, is a small nonprofit that reported $170K in total revenue in fiscal year 2024. Expenses of $154K left a modest 9% surplus.

Mission

PARENTS & TEACHERS ASSOCIATION - TO FURTHER THE EDUCATION RESOURCES OF PHOEBE HEARST ELEMENTARY

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $104,255

Program Service Revenue $0

Investment Income $0

Other Revenue $65,650

TOTAL REVENUE $169,905

Expense Breakdown

Grants Paid $14,660

Salaries & Benefits $0

Fundraising Expenses $330

Program Expenses $145,721

Other Expenses $139,268

TOTAL EXPENSES $153,928

Year-over-Year Comparison

	2024	2023	Change
Revenue	$169,905	$158,922	+0.1%
Expenses	$153,928	$166,346	-0.1%
Net Income	$15,977	$-7,424	-3.2%

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

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
ALESSANDRA CAROZZA	RECORDING SE	2.00	Officer	$0	$0	$0
KATIE CHOWDHURY	CO-PRESIDENT	4.00	Officer	$0	$0	$0
DAWN GRAY	TEACHER REPR	1.00	Officer	$0	$0	$0
EMILY LYONS	TREASURER	2.00	Officer	$0	$0	$0
EMILY MCVEIGH	ROOM PARENT	1.00	Officer	$0	$0	$0
BETH PRINCE	CORRESPONDIN	1.00	Officer	$0	$0	$0
SHARI ROSE	CO-PRESIDENT	4.00	Officer	$0	$0	$0
TIMOTHY STAFFA	VICE PRESIDE	1.00	Officer	$0	$0	$0
DAVE STEADMAN	CO-TREASURER	3.00	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	$169,905	$153,928	$311,135	$15,977
2024	$158,922	$166,346	$295,158	$-7,424
2023	$162,396	$109,034	$302,582	$53,362
2022	$165,255	$94,729	$249,220	$70,526
2021	$85,150	$79,209	$178,694	$5,941
2020	$126,280	$145,225	$172,753	$-18,945
2019	$186,813	$170,215	$191,698	$16,598

PHOEBE HEARST ELEMENTARY SCHOOL PTA