Bethesda Chevy Chase High School PTSA Inc (EIN 526070540) - Form 990 Financial Analysis & Trantor Score

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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

2003

Legal Domicile

Phone

2407400400

Tax Period

2024-07-01 to 2025-06-30

Bethesda Chevy Chase High School PTSA Inc, founded in 2003, is a small nonprofit that reported $218K in total revenue in fiscal year 2024. The organization ran a surplus of $49K, a strong 22% operating margin.

Mission

Support students and staff of BCC High School

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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 $52,145

Program Service Revenue $0

Investment Income $6,380

Other Revenue $159,114

TOTAL REVENUE $217,639

Expense Breakdown

Grants Paid $152,290

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $152,290

Other Expenses $16,670

TOTAL EXPENSES $168,960

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,639	N/A	N/A
Expenses	$168,960	N/A	N/A
Net Income	$48,679	$0	N/A

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

N/A

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
Laurie Bolt	President 2024-25 School Year	10	Officer	$0	$0	$0
Kerry Green	Vice President 2024-25 School Year	10	Officer	$0	$0	$0
Erin Harcourt	Vice President 2024-25 School Year	5	Officer	$0	$0	$0
Haya Berman Hakim	Treasurer 2024-25 School Year	10	Officer	$0	$0	$0
Michael Gregonis	Teasurer 2025-26 School Year	10	Officer	$0	$0	$0
Rebecca Karnak	Secretary 2025-26 School Year	10	Officer	$0	$0	$0
Michelle Della Santa	Secretary 2025-26 School Year	10	Officer	$0	$0	$0
Thea Moore	Prsident 2025-26 School year	10	Officer	$0	$0	$0
Meg McKinney	Vice President FY2025-26 School Year	5	Officer	$0	$0	$0
Sara Klein	Vice President 2025-26 School Year	5	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	$217,639	$168,960	$275,454	$48,679

Bethesda Chevy Chase High School PTSA Inc