JENKS EAST ELEMENTARY PTA (EIN 731223808) - 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

2002

Legal Domicile

Principal Officer

KAREN PUENTE

Phone

8172878790

Tax Period

2023-07-01 to 2024-06-30

JENKS EAST ELEMENTARY PTA, founded in 2002, is a micro nonprofit that reported $37K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $66K exceeded revenue, resulting in a 76% operating deficit.

Mission

PUBLIC EDUCATION SUPPORT

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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 $37,855

Program Service Revenue $0

Investment Income $6

Other Revenue $-432

TOTAL REVENUE $37,429

Expense Breakdown

Grants Paid $62,738

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,738

Other Expenses $3,162

TOTAL EXPENSES $65,900

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,429	$57,467	-0.3%
Expenses	$65,900	$40,614	+0.6%
Net Income	$-28,471	$16,853	-2.7%

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

117

Independent Members

117

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
MARIAH CHITWOOD	PRESIDENT	5.00	Officer Director	$0	$0	$0
MARIA PETTICREW	1ST VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
SARA WILLIAMS	2ND VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
KAREN PUENTE	TREASURER	2.00	Officer Director	$0	$0	$0
MELISSA CEJDA	SECRETARY	2.00	Officer Director	$0	$0	$0
RACHAEL BRAGGS	EXECUTIVE LIASON	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	$37,429	$65,900	$40,927	$-28,471
2023	$57,467	$40,614	$69,398	$16,853
2022	$42,747	$47,187	$52,545	$-4,440
2021	$58,791	$29,802	$56,985	$28,989
2020	$36,367	$43,217	$27,996	$-6,850
2019	$46,339	$43,655	$34,846	$2,684

JENKS EAST ELEMENTARY PTA