644 CASIS ELEMENTARY PTA INC

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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

1953

Legal Domicile

Principal Officer

MINDY JOSEPH

Phone

5124142062

Tax Period

2024-07-01 to 2025-06-30

644 CASIS ELEMENTARY PTA INC, founded in 1953, is a small nonprofit that reported $390K in total revenue in fiscal year 2024. Expenses of $361K left a modest 7% surplus.

Mission

CASIS ELEMENTARY PTA IS A POWERFUL VOICE FOR CHILDREN, A RELEVANT RESOURCE FOR FAMILIES AND THE COMMUNITY, AND A STRONG ADVOCATE FOR THE EDUCATION AND WELL-BEING OF EVERY CHILD AT CASIS ELEMENTARY SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $334,945 Revenue: $19,478

CASIS ELEMENTARY PTA PROVIDED ASSISTANCE TO THE CAMPUS BY PROVIDING FINANCIAL AND VOLUNTEER SUPPORT FOR THE CASIS ELEMENTARY SCHOOL. THEY PROVIDED ASSISTANCE BY BUYING NEW CLASSROOM FURNITURE...

CASIS ELEMENTARY PTA PROVIDED ASSISTANCE TO THE CAMPUS BY PROVIDING FINANCIAL AND VOLUNTEER SUPPORT FOR THE CASIS ELEMENTARY SCHOOL. THEY PROVIDED ASSISTANCE BY BUYING NEW CLASSROOM FURNITURE, MAINTAINING THE SCHOOL GROUNDS, PROVIDED TEACHERS WITH TRAININGS, CURRICULUM, EMPLOYEE ASSISTANCE, SUPPLIES, ETC.

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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 $345,907

Program Service Revenue $10,847

Investment Income $43,852

Other Revenue $-10,661

TOTAL REVENUE $389,945

Expense Breakdown

Grants Paid $262,568

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $334,945

Other Expenses $98,190

TOTAL EXPENSES $360,758

Year-over-Year Comparison

	2024	2023	Change
Revenue	$389,945	$389,107	+0.0%
Expenses	$360,758	$413,622	-0.1%
Net Income	$29,187	$-24,515	-2.2%

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

328

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
APRIL ALLEN	PARLIAMENTARIAN	5.00	Officer Director	$0	$0	$0
JENNIFER EMERSON	AC-PTA	2.00	Director	$0	$0	$0
SAM TINNON	PRINCIPAL	5.00	Director	$0	$0	$0
JESSICA PIERATT	PRESIDENT	15.00	Officer Director	$0	$0	$0
MINDY JOSEPH	TREASURER	15.00	Officer Director	$0	$0	$0
SARAH WEBSTER	VP WAYS & MEANS	10.00	Officer Director	$0	$0	$0
MATT SMITH	VP COMMUNICATIONS	15.00	Officer Director	$0	$0	$0
LAURIE POMPA	VP OF ENRICHMENT	5.00	Director	$0	$0	$0
KRISTIN ALEXANDER	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
NATALIE TUCKER	VP SERVICES	10.00	Officer Director	$0	$0	$0
MEG REIN	SECRETARY	2.00	Officer Director	$0	$0	$0
SAMANTHA SRIDHARAN	TEACHER REPRESENTATIVE	2.00	Director	$0	$0	$0
RACHEL REHWINKEL	VOLUNTEER COORDINATOR	10.00	Director	$0	$0	$0
ROSEMARIE CASKEY	HISTORIAN	2.00	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	$389,945	$360,758	$1,102,213	$29,187
2024	No data	No data	No data	No data
2023	$495,472	$450,606	$1,051,124	$44,866
2022	$510,267	$169,260	$993,698	$341,007
2021	$234,091	$493,487	$672,460	$-259,396
2020	$472,450	$418,075	$879,824	$54,375
2019	$506,963	$387,052	$828,533	$119,911
2018	$485,102	$478,898	$700,771	$6,204