Virginia Congress of Parents & Teachers William Fox Model Elementary PTA (EIN 521289383) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Principal Officer

Amelia Boschen

Phone

8047806259

Tax Period

2021-07-01 to 2022-06-30

Virginia Congress of Parents & Teachers William Fox Model Elementary PTA is a small nonprofit that reported $234K in total revenue in fiscal year 2021. Revenue surged 579% from the prior year, signaling strong growth momentum. The organization ran a surplus of $177K, a strong 75% operating margin.

Mission

To support the students and teachers of William Fox Elementary School.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $20,836

Program Service Revenue $53,734

Investment Income $0

Other Revenue $159,876

TOTAL REVENUE $234,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,007

Other Expenses $57,821

TOTAL EXPENSES $57,821

Year-over-Year Comparison

	2021	2020	Change
Revenue	$234,446	$34,519	+5.8%
Expenses	$57,821	$24,369	+1.4%
Net Income	$176,625	$10,150	+16.4%

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

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
Deirdre Hughes	Secretary	1.00	Director	$0	$0	$0
Claire Prendergast	Comm Secretary	1.00	Director	$0	$0	$0
Julia Righetti	Membership VP	1.00	Director	$0	$0	$0
Antoinette Wilson	Programs VP	1.00	Director	$0	$0	$0
Jovonni Armstead	Programs VP	1.00	Director	$0	$0	$0
Olivia Cropp	Fundraising VP	1.00	Director	$0	$0	$0
Daniela Jacobs	Principal	1.00	Director	$0	$0	$0
LaTonya Whitaker	Legislative	1.00	Director	$0	$0	$0
Allison Little	Volunteer Coord	1.00	Director	$0	$0	$0
Samantha Preddy	Volunteer Coord	1.00	Director	$0	$0	$0
Elizabeth McClellan	Teacher Rep	1.00	Director	$0	$0	$0
Katie Ricard	President	5.00	Officer	$0	$0	$0
Amelia Boschen	President Elect	5.00	Officer	$0	$0	$0
Kristen Harrison	Treasurer	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
2022	$234,446	$57,821	$237,046	$176,625

Virginia Congress of Parents & Teachers William Fox Model Elementary PTA