STRAWBERRY POINT PTA (EIN 680453279) - 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

2000

Legal Domicile

Principal Officer

JAMIE JOHNSON

Phone

4152167681

Tax Period

2023-07-01 to 2024-06-30

STRAWBERRY POINT PTA, founded in 2000, is a micro nonprofit that reported $51K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $91K exceeded revenue, resulting in a 78% operating deficit.

Mission

PROVIDE FUNDS TO PUBLC SCHOOL TO ENHANCE THE PROGRAMS AND TO FACILIATE CLOSE PARENT-TEACHER 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 $2,202

Program Service Revenue $0

Investment Income $463

Other Revenue $48,350

TOTAL REVENUE $51,015

Expense Breakdown

Grants Paid $79,742

Salaries & Benefits $0

Fundraising Expenses $3,701

Program Expenses $79,742

Other Expenses $11,275

TOTAL EXPENSES $91,017

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,015	$60,386	-0.2%
Expenses	$91,017	$106,438	-0.1%
Net Income	$-40,002	$-46,052	-0.1%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH MCDONALD	PRESIDENT	3.00	Officer Director	$0	$0	$0
ALAN LE	TREASURER	2.00	Officer Director	$0	$0	$0
JOANNA MINDIGO	SECRETARY	2.00	Officer Director	$0	$0	$0
SARAH BEQUETTE	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
STACEY JOHNSON	VOLUNTEERS	1.00	Officer Director	$0	$0	$0
CHRISTIAN MICHAEL	FINANCIAL SECRETARY	1.00	Officer Director	$0	$0	$0
JAMIE JOHNSON	VICE PRESIDENT	1.00	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	No data	No data	No data	No data
2024	$51,015	$91,017	$102,350	$-40,002
2023	$60,386	$106,438	$137,019	$-46,052
2022	$81,236	$91,080	$138,019	$-9,844
2021	$38,031	$59,756	$146,863	$-21,725
2020	$142,312	$91,664	$168,397	$50,648
2019	$138,606	$125,015	$117,749	$13,591
2018	$155,279	$146,329	$104,158	$8,950

STRAWBERRY POINT PTA