Genevieve Didion PTA (EIN 680019261) - 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

Legal Domicile

Phone

2145972599

Tax Period

2024-07-01 to 2025-06-30

Genevieve Didion PTA is a micro nonprofit that reported $80K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $15K, a strong 19% operating margin.

Mission

Parent supported and driven organization (PTA) which provides support of public school for Genevieve Didion elementary school from kidergarten to middle school (8th grade).

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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 $4,402

Program Service Revenue $0

Investment Income $0

Other Revenue $75,477

TOTAL REVENUE $79,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,654

Other Expenses $64,944

TOTAL EXPENSES $64,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$79,879	$86,846	-0.1%
Expenses	$64,944	$50,856	+0.3%
Net Income	$14,935	$35,990	-0.6%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Jess Shijo	Parliamentarian	Director	$0	$0	$0
Emily Cox	Director	Director	$0	$0	$0
Tamara Geary	Financial Secre	Director	$0	$0	$0
Jeannie Graves	Room Rep	Director	$0	$0	$0
Kristi Morioka	Director	Director	$0	$0	$0
Sarah Mora	Historian	Director	$0	$0	$0
Erica Miller	Secretary	Officer	$0	$0	$0
Lauren Goff	Vice President	Officer	$0	$0	$0
Carrie Kendricks	President	Officer	$0	$0	$0
Jody Hashigami-Contreras	Treasurer	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
2025	$79,879	$64,944	$91,061	$14,935
2024	$86,846	$50,856	$76,126	$35,990
2023	$77,275	$84,313	$40,136	$-7,038

Genevieve Didion PTA