MORNINGSIDE ES PTA (EIN 586070689) - Form 990 Financial Analysis & Trantor Score

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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

2003

Legal Domicile

Phone

9122934506

Tax Period

2024-07-01 to 2025-06-30

MORNINGSIDE ES PTA, founded in 2003, is a small nonprofit that reported $208K in total revenue in fiscal year 2024. Expenses of $244K exceeded revenue, resulting in a 17% operating deficit.

Mission

TO PROVIDE AN ENHANCED EDUCATIONAL EXPERIENCE FOR ALL STUDENTS

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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 $2,730

Program Service Revenue $0

Investment Income $26

Other Revenue $205,446

TOTAL REVENUE $208,202

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $218,180

Other Expenses $243,868

TOTAL EXPENSES $243,868

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,202	$216,778	0.0%
Expenses	$243,868	$168,065	+0.5%
Net Income	$-35,666	$48,713	-1.7%

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

150

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
ZACH JUNO	President	2.00	Officer Director	$0	$0	$0
LORI BROWN	President	2.00	Officer Director	$0	$0	$0
EFFIE ANTONAKAKIS	Treasurer	2.00	Officer Director	$0	$0	$0
JANE MYUNG PARK	Secretary	2.00	Officer Director	$0	$0	$0
SALLY WOODS	Vice President	2.00	Officer Director	$0	$0	$0
EMILY JORDAN	Vice President	2.00	Officer Director	$0	$0	$0
DAYNA DETRO	Vice President	2.00	Officer Director	$0	$0	$0
MALLORY RAHMAN	Vice President	2.00	Officer Director	$0	$0	$0
ERIKA HALL	Vice President	2.00	Officer Director	$0	$0	$0
CAROLINE LIMEHOUSE	Vice President	2.00	Officer Director	$0	$0	$0
DAWN RUTHERFORD	Vice President	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	$208,202	$243,868	$201,034	$-35,666
2024	$216,778	$168,065	$237,509	$48,713
2023	$269,870	$285,616	$127,155	$-15,746
2021	$59,493	$99,395	$228,308	$-39,902

MORNINGSIDE ES PTA