STUARTS DRAFT 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

1996

Legal Domicile

Phone

5403372951

Tax Period

2024-07-01 to 2025-06-30

STUARTS DRAFT ELEMENTARY SCHOOL PTA, founded in 1996, is a micro nonprofit that reported $42K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $63K exceeded revenue, resulting in a 47% operating deficit.

Mission

PARENT TEACHER ORGANIZATION SUPPORTING THE NEEDS OF THE TEACHERS AND STUDENTS THROUGH EVENTS, FUND RAISERS AND SUPPORT IN THE CLASSROOM.

Program Service Accomplishments

Program 1

Expenses: $62,507

PARENT TEACHER ORGANIZATION SUPPORTING THE NEEDS OF THE TEACHERS AND STUDENTS THROUGH EVENTS, FUND RAISERS AND SUPPORT IN THE CLASSROOM

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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 $2,409

Program Service Revenue $0

Investment Income $2

Other Revenue $40,084

TOTAL REVENUE $42,495

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,507

Other Expenses $62,657

TOTAL EXPENSES $62,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,495	$45,657	-0.1%
Expenses	$62,657	$65,676	0.0%
Net Income	$-20,162	$-20,019	+0.0%

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
TINA BOWERSOX	PRINCIPAL	1.00	Director	$0	$0	$0
WES DIMITT	FACULTY REPRESENTATIVE	1.00	Director	$0	$0	$0
JENNIFER LOCKRIDGE	PRESIDENT	1.00	Officer	$0	$0	$0
RAQUEL CROSS	VP COMMUNICATIONS	1.00	Officer	$0	$0	$0
EMILEE FLOYD	VICE PRESIDENT	1.00	Officer	$0	$0	$0
KATRINA HUERTH	TREASURER	0.00	Officer	$0	$0	$0
LEVADIA SPADE	SECRETARY	1.00	Officer	$0	$0	$0
RACHEL PEER	VP MEMBERSHIP	1.00	Officer	$0	$0	$0
JESSICA BURTNER	FUNDRAISING VP	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
2025	$42,495	$62,657	$44,224	$-20,162
2024	$45,657	$65,676	$64,386	$-20,019
2023	$41,370	$14,278	$84,405	$27,092
2022	$16,119	$8,055	$57,313	$8,064
2021	$5,757	$10,070	$49,249	$-4,313
2020	$35,088	$15,287	$53,562	$19,801
2019	$35,076	$21,314	$33,761	$13,762