PERSHING MIDDLE SCHOOL PARENTS AND TEACHERS ORGANIZATION (EIN 760150863) - 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

1985

Legal Domicile

Principal Officer

TRINA STEIN

Phone

7132955240

Tax Period

2024-07-01 to 2025-06-30

PERSHING MIDDLE SCHOOL PARENTS AND TEACHERS ORGANIZATION, founded in 1985, is a small nonprofit in the Education sector that reported $163K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $34K, a strong 21% operating margin.

Mission

The Pershing Middle School PTO supports the needs of all students in all grades, whether they are related to curriculum, fine arts, sports or special requests to ensure Pershing remains an exceptional learning environment with strong parent involvement.

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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 $88,846

Program Service Revenue $28,856

Investment Income $1,493

Other Revenue $43,392

TOTAL REVENUE $162,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $118,507

Other Expenses $128,142

TOTAL EXPENSES $128,142

Year-over-Year Comparison

	2024	2023	Change
Revenue	$162,587	$209,412	-0.2%
Expenses	$128,142	$156,699	-0.2%
Net Income	$34,445	$52,713	-0.3%

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

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
MARGARET BROWN	PRESIDENT 2024-25	10.00	Officer	$0	$0	$0
LEIGH QUEENER	TREASURER	10.00	Officer	$0	$0	$0
DANIELLE HSU	ASST TREASURER	5.00	Officer	$0	$0	$0
LISA JEFF BEARD	VP MEMBERSHIP	3.00	Officer	$0	$0	$0
SUZANNA FULCHER	VP FUNDRAISING	3.00	Officer	$0	$0	$0
PEGGY CHANG MARGARET LEE	VP COMMUNICATIONS	2.00	Officer	$0	$0	$0
NATALIE LILES	VP OUTREACH	2.00	Officer	$0	$0	$0
SOPHY ASHWORTH	VP RECRUITING	2.00	Officer	$0	$0	$0
DOLFIN LEUNG PINAR CEPNI	VP SCHOOL STORE	5.00	Officer	$0	$0	$0
RACHEL PASTERNAK	VP VOLUNTEERING	2.00	Officer	$0	$0	$0
WENDY MAGID MEREDITH DANG	VP EVENTS	2.00	Officer	$0	$0	$0
TRINA STEIN	SECRETARY / PRES 2025-26	1.00	Officer	$0	$0	$0
ALISON MOORHEAD	PAST PRESIDENT	1.00	Officer	$0	$0	$0
LISA LIM	PARLIAMENTARIAN	1.00	Officer	$0	$0	$0
ISA ARCHER	HISD LIASON	2.00	Officer	$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	$162,587	$128,142	$293,723	$34,445
2024	No data	No data	No data	No data
2023	$195,650	$189,094	$206,565	$6,556
2022	$115,106	$143,947	$200,009	$-28,841
2021	$62,541	$71,551	$228,850	$-9,010
2020	$190,053	$116,700	$237,860	$73,353

PERSHING MIDDLE SCHOOL PARENTS AND TEACHERS ORGANIZATION