WILLOW SCHOOL PARENT-TEACHER-STUDENT ASSOCIATION (EIN 720951204) - 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

1992

Legal Domicile

Principal Officer

MARY BUSBEE

Phone

5043043960

Tax Period

2022-07-01 to 2023-06-30

WILLOW SCHOOL PARENT-TEACHER-STUDENT ASSOCIATION, founded in 1992, is a small nonprofit in the Education sector that reported $166K in total revenue in fiscal year 2022. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 24% operating margin.

Mission

TO SUPPORT AND ENHANCE THE WILLOW CHARTER SCHOOL (FORMERLY NAMED LUSHER CHARTER SCHOOL). THE PURPOSE OF THE PTSA IS TO: (A) BUILD A STRONG AND VIBRANT SCHOOL COMMUNITY, (B) FACILITATE PARENTS' EFFORTS TO SERVE AS RESOURCES TO THE SCHOOL THROUGH VOLUNTEERISM, (C) ENCOURAGE DIALOGUE BETWEEN OUR SCHOOL COMMUNITY AND ADMINISTRATION, AND (D) FUNDRAISE TO ENRICH THE PROGRAMS AND CURRICULUM; IMPROVE AND MAINTAIN FACILITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $69,853

Program Service Revenue $5,446

Investment Income $4,297

Other Revenue $85,970

TOTAL REVENUE $165,566

Expense Breakdown

Grants Paid $58,332

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,035

Other Expenses $67,922

TOTAL EXPENSES $126,254

Year-over-Year Comparison

	2022	2021	Change
Revenue	$165,566	$99,251	+0.7%
Expenses	$126,254	$116,033	+0.1%
Net Income	$39,312	$-16,782	-3.3%

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

450

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
GLORIA BINGMON	TREASURER	3.00	Officer Director	$0	$0	$0
JODY BRAUNIG	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MARY BUSBEE	PRESIDENT	15.00	Officer Director	$0	$0	$0
ERIKA BUXTON	BOARD MEMBER	0.00	Director	$0	$0	$0
KELLY VENABLE CARROLL	BOARD MEMBER	0.00	Director	$0	$0	$0
BECKY COLLINS	BOARD MEMBER	0.00	Director	$0	$0	$0
JUSTIN COLLINS	BOARD MEMBER	0.00	Director	$0	$0	$0
ROLAND DARBY	BOARD MEMBER	0.00	Director	$0	$0	$0
CLAUDINE DAVIS	BOARD MEMBER	0.00	Director	$0	$0	$0
JAMIE DEFRAITES	TREASURER	3.00	Officer Director	$0	$0	$0
CHERYL ENGLAND	BOARD MEMBER	3.00	Director	$0	$0	$0
ENID FAHRENHOLT	BOARD MEMBER	0.00	Director	$0	$0	$0
CAROL ESHELMAN	BOARD MEMBER	0.00	Director	$0	$0	$0
MARCUS HENDERSON	BOARD MEMBER	0.00	Director	$0	$0	$0
LILA LACOUR	BOARD MEMBER	0.00	Director	$0	$0	$0
PATRICK LIBERTO	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE MARISTANY	BOARD MEMBER	0.00	Director	$0	$0	$0
PATRICK MARTINEZ	SECRETARY	1.00	Officer Director	$0	$0	$0
TYRA MITCHELL	BOARD MEMBER	0.00	Director	$0	$0	$0
DANIEL PRUDHOMME	BOARD MEMBER	0.00	Director	$0	$0	$0
MARQUISE REINE	BOARD MEMBER	0.00	Director	$0	$0	$0
PHYLICIA RICHARDSON	PAST PRESIDENT	15.00	Officer Director	$0	$0	$0
KC RIESS	BOARD MEMBER	0.00	Director	$0	$0	$0
MICHELLE SIMMS	BOARD MEMBER	0.00	Director	$0	$0	$0
JENNIFER WHATLEY	BOARD MEMBER	10.00	Director	$0	$0	$0
MYKE YEST	TREASURER	3.00	Officer Director	$0	$0	$0
CHARLENE HEBERT	EX OFFICIO BOARD MEMBER	0.00	Director	$0	$0	$0
FRANK ISRAEL	EX OFFICIO BOARD MEMBER	0.00	Director	$0	$0	$0
KENDRA HENRY	EX OFFICIO BOARD MEMBER	0.00	Director	$0	$0	$0
LINDA CLOGHER	EX OFFICIO BOARD MEMBER	0.00	Director	$0	$0	$0
NICOLETTE LONDON	EX OFFICIO BOARD MEMBER	0.00	Director	$0	$0	$0
ROBERT HILL	EX OFFICIO BOARD MEMBER	0.00	Director	$0	$0	$0
ULYSES COLLINS	EX OFFICIO BOARD MEMBER	0.00	Director	$0	$0	$0
CHANDLER MITCHELL	BOARD MEMBER	0.00	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	No data	No data	No data	No data
2023	$165,566	$126,254	$669,821	$39,312
2022	$99,251	$116,033	$629,983	$-16,782
2021	$90,060	$158,729	$647,745	$-68,669
2019	$247,187	$512,425	$664,185	$-265,238
2018	$209,373	$265,095	$929,423	$-55,722

WILLOW SCHOOL PARENT-TEACHER-STUDENT ASSOCIATION