Queen Anne Elementary PTSA (EIN 593842989) - 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

2010

Legal Domicile

Principal Officer

Jackson Bennett

Phone

2062522480

Tax Period

2023-07-01 to 2024-06-30

Queen Anne Elementary PTSA, founded in 2010, is a small nonprofit in the Education sector that reported $174K in total revenue in fiscal year 2023. Expenses of $196K exceeded revenue, resulting in a 13% operating deficit.

Mission

To create, maintain, and support a healthy and successful environment within the Queen Anne Elementary community, and to support staff, students and families in the quest for an excellent education.

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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 (2023)

Revenue Breakdown

Contributions & Grants $207,047

Program Service Revenue $14,203

Investment Income $1,623

Other Revenue $-48,990

TOTAL REVENUE $173,883

Expense Breakdown

Grants Paid $136,812

Salaries & Benefits $0

Fundraising Expenses $5,941

Program Expenses $184,579

Other Expenses $58,965

TOTAL EXPENSES $195,777

Year-over-Year Comparison

	2023	2022	Change
Revenue	$173,883	$165,920	+0.0%
Expenses	$195,777	$196,156	0.0%
Net Income	$-21,894	$-30,236	-0.3%

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

164

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
Jackson Bennett	President	5.00	Officer Director	$0	$0	$0
Casey Held	Vice President	4.00	Officer Director	$0	$0	$0
Cindy Reiner	Vice President	4.00	Officer Director	$0	$0	$0
Lindsay Blohm	Secretary	2.00	Officer Director	$0	$0	$0
Jaime Kiehn	Treasurer	10.00	Officer Director	$0	$0	$0
Jason Ball	Treasurer	5.00	Officer Director	$0	$0	$0
Elizabeth Bell	Director	10.00	Director	$0	$0	$0
Liz Greenland	Director	5.00	Director	$0	$0	$0
Erin Tansey	Director	2.00	Director	$0	$0	$0
Claire Korenblijt	Director	1.00	Director	$0	$0	$0
Ryan Castoldi	Director	1.00	Director	$0	$0	$0
Robin Held	Director	1.00	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	No data	No data	No data	No data
2024	$173,883	$195,777	$200,814	$-21,894
2023	$165,920	$196,156	$222,708	$-30,236
2020	$180,481	$68,064	$208,044	$112,417
2019	$236,599	$280,712	$129,367	$-44,113
2018	$261,289	$251,946	$296,825	$9,343

Queen Anne Elementary PTSA