WESTBRIAR 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

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 micro nonprofit in the Education sector that reported $54K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $62K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP. TO RAISE THE STANDARDS OF HOME LIFE. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLEGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH. TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $20,037

PRIMARY & PRESCHOOL EDUCATION (K-2 TO GRADE 6)

Program 2

Expenses: $8,806

TEACHERS' PARTICIPATION AND SCHOOL ACTIVITIES INCLUDING SPORTS, STAFF DEVELOPMENT AND APPRECIATION, SUPPLIES, ETC.

Program 3

Expenses: $32,467 Revenue: $29,068

ORGANIZE FAIRS, SPORTS, FAMILY FUN NIGHTS, AND OTHER ACTIVITIES TO PROMOTE COMMUNITY SERVICE

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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 $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