WESTBRIAR ELEMENTARY SCHOOL PTA (EIN 541264386) - 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

Formation Year

2008

Legal Domicile

Principal Officer

TRISH VANSTORY

Phone

7039371700

Tax Period

2024-07-01 to 2025-06-30

WESTBRIAR ELEMENTARY SCHOOL PTA, founded in 2008, is a small nonprofit in the Education sector that reported $232K in total revenue in fiscal year 2017. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $210K left a modest 9% surplus.

Mission

TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY, AND PLACE OF WORSHIP

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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 (2024)

Revenue Breakdown

Contributions & Grants $18,581

Program Service Revenue $22,835

Investment Income $41

Other Revenue $12,581

TOTAL REVENUE $54,038

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,310

Other Expenses $62,365

TOTAL EXPENSES $62,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$54,038	$75,997	-0.3%
Expenses	$62,365	$75,917	-0.2%
Net Income	$-8,327	$80	-105.1%

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
KRISTINA GLINES	PRESIDENT	2.00	Officer Director	$0	$0	$0
CATHERINE WELTMAN	VP OF PROGRAMS	2.00	Officer Director	$0	$0	$0
KRISTY CREAGH	VP OF MEMBERSHIP	2.00	Officer Director	$0	$0	$0
GRACE LEE	SECRETARY	2.00	Officer Director	$0	$0	$0
KRISTIN SATTERFIELD	TREASURER	2.00	Officer Director	$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	$54,038	$62,365	$68,517	$-8,327
2024	$75,997	$75,917	$76,844	$80
2023	$111,450	$87,915	$76,764	$23,535
2022	$126,439	$119,325	$53,229	$7,114
2021	$79,012	$94,536	$46,115	$-15,524
2020	$187,368	$193,363	$61,639	$-5,995
2019	$215,463	$230,150	$67,634	$-14,687
2018	$231,870	$210,461	$82,321	$21,409

WESTBRIAR ELEMENTARY SCHOOL PTA