Virginia Congr of Parents-Jamestown ES PTA (EIN 541554181) - 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

1990

Legal Domicile

Principal Officer

Angela Cocker

Phone

7032285275

Tax Period

2021-07-01 to 2022-06-30

Virginia Congr of Parents-Jamestown ES PTA, founded in 1990, is a small nonprofit in the Education sector that reported $135K in total revenue in fiscal year 2017. Revenue decreased 8% compared to the prior year.

Mission

To support classroom learning and enrich education of students of Jamestown 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 $3,663

Program Service Revenue $0

Investment Income $9

Other Revenue $38,830

TOTAL REVENUE $42,502

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,660

Other Expenses $52,099

TOTAL EXPENSES $52,099

Year-over-Year Comparison

	2021	2020	Change
Revenue	$42,502	$31,234	+0.4%
Expenses	$52,099	$29,392	+0.8%
Net Income	$-9,597	$1,842	-6.2%

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
Shelly Heinrich	President	5.00	Officer	$0	$0	$0
Angela Cocker	Treasurer	5.00	Officer	$0	$0	$0
Maureen Petron	Secretary	5.00	Officer	$0	$0	$0
Carrie Gray	VP Internal Relations	5.00	Officer	$0	$0	$0
Liz Cummings	VP Fundraising	5.00	Officer	$0	$0	$0
Trish Madden	VP Community Relations	5.00	Officer	$0	$0	$0
Erin Baynham	VP Communications	5.00	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	$42,502	$52,099	$69,283	$-9,597
2020	$76,896	$105,791	$77,038	$-28,895
2018	$134,658	$140,435	$94,109	$-5,777

Virginia Congr of Parents-Jamestown ES PTA