GREGORY GARDENS ELEMENTARY PTA (EIN 680331757) - 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

1920

Legal Domicile

Principal Officer

MELANIE AGUILAR

Phone

4156466724

Tax Period

2023-07-01 to 2024-06-30

GREGORY GARDENS ELEMENTARY PTA, founded in 1920, is a micro nonprofit that reported $71K in total revenue in fiscal year 2023. Expenses of $68K left a modest 4% surplus.

Mission

TO SUPPORT AND POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES OF GREGORY GARDENS ELEMENTARY BY REPRESENTING OUR MEMBERS THROUGH EMPOWERMENT AND SUPPORT WITH SKILLS IN ADVOCACY, LEADERSHIP AND COMMUNICATION.

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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 $19,464

Program Service Revenue $11,315

Investment Income $0

Other Revenue $40,371

TOTAL REVENUE $71,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,275

Other Expenses $68,226

TOTAL EXPENSES $68,226

Year-over-Year Comparison

	2023	2022	Change
Revenue	$71,150	$68,418	+0.0%
Expenses	$68,226	$54,592	+0.2%
Net Income	$2,924	$13,826	-0.8%

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
GINA BANTON	President	5.00	Director	$0	$0	$0
DANIELLE POTTS	EX VP	5.00	Director	$0	$0	$0
JILL BUFFINGTON	Secretary	1.00	Director	$0	$0	$0
LAURIE KORN	Treasurer	2.00	Director	$0	$0	$0
NIAMH WINTHER	HISTORIAN	1.00	Director	$0	$0	$0
KELLY FORST	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
VERONICA ALMAZAN	COMMUNICATIONS	2.00	Director	$0	$0	$0
SHELLIE ROANHAUS	WAYS & MEANS	2.00	Director	$0	$0	$0
SARA SAENZ	RM PARENT COORD	2.00	Director	$0	$0	$0
BRIANNA FIORINO	MERCHANDISE	3.00	Director	$0	$0	$0
DAWN YOUNG	BOOK FAIR CHAIR	0.50	Director	$0	$0	$0
KAREN RUFF	COM SRV CHAIR	1.00	Director	$0	$0	$0
KARA FITZGERALD	MEMBERSHIP	0.50	Director	$0	$0	$0
ASHLEY JONES	DINE & DONATE	1.00	Director	$0	$0	$0
KATIE KOONTZ	PRINCIPAL	1.00	Director	$0	$0	$0
MELANIE AGUILAR	Treasurer	2.00	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	$71,150	$68,226	$56,506	$2,924

GREGORY GARDENS ELEMENTARY PTA