WENTWORTH 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

1999

Legal Domicile

Principal Officer

JENNIFER LESTER

Phone

3363428561

Tax Period

2018-07-01 to 2019-06-30

WENTWORTH ELEMENTARY SCHOOL PTA, founded in 1999, is a micro nonprofit that reported $70K in total revenue in fiscal year 2018. Revenue decreased 18% compared to the prior year. Expenses of $65K left a modest 8% surplus.

Mission

TO SUPPORT CHILDREN IN WENTWORTH ELEMENTARY SCHOOL AND SPEAK ON THEIR BEHALF BEFORE ORGANIZATIONS THAT MAKE DECISIONS AFFECTING THE CHILDREN; TO ASSIST PARENTS IN DEVELOPING SKILLS THEY NEED TO RAISE AND PROTECT THEIR CHILDREN; AND TO ENCOURAGE PARENT AND PUBLIC INVOLVEMENT IN THE PUBLIC SCHOOLS OF THIS NATION.

Program Service Accomplishments

Program 1

Expenses: $10,394 Revenue: $22,375

COUNTY FAIR - FALL FUNDRAISER TO RAISE MONEY FOR NEEDED SUPPLIES AND EQUIPMENT FOR THE SCHOOL

Program 2

Expenses: $33,112 Revenue: $41,486

BALL REGISTRATIONS AND SPONSORSHIPS USED TO FUND THE PROGRAM AND BUY SUPPLIES AND EQUIPMENT FOR THE BALL FIELDS AT THE SCHOOL AND FOR SUPPLIES AND EQUIPMENT FOR THE SCHOOL

Program 3

Expenses: $21,450 Revenue: $6,472

SMALL MISCELLANEOUS FUNDRAISERS TO RAISE MONEY FOR NEEDED SUPPLIES AND EQUIPMENT FOR THE 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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $70,333

Investment Income $0

Other Revenue $0

TOTAL REVENUE $70,333

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,956

Other Expenses $64,956

TOTAL EXPENSES $64,956

Year-over-Year Comparison

	2018	2017	Change
Revenue	$70,333	$85,666	-0.2%
Expenses	$64,956	$85,306	-0.2%
Net Income	$5,377	$360	+13.9%

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
JENNIFER LESTER	PRESIDENT	N/A	Officer	$0	$0	$0
WILLA SACKFIELD	VICE PRESIDE	N/A	Officer	$0	$0	$0
TARA SHEARER	SECRETARY	N/A	Officer	$0	$0	$0
ERIC POLLOCK	TREASURER	N/A	Officer	$0	$0	$0
DANIEL HUMBLE	BALL PROGRAM	N/A	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
2019	$70,333	$64,956	$34,240	$5,377