Ardis Egan Jr High School PTA (EIN 770021356) - 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

1984

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Ardis Egan Jr High School PTA, founded in 1984, is a small nonprofit that reported $199K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $169K left a modest 15% surplus.

Mission

To provide support for the school, the teachers and the students in various forms such as funds for programs, supplies, technology and other materials. To provide support for the school and local community.

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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 $141,202

Program Service Revenue $57,747

Investment Income $0

Other Revenue $368

TOTAL REVENUE $199,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $945

Program Expenses $162,097

Other Expenses $169,425

TOTAL EXPENSES $169,425

Year-over-Year Comparison

	2023	2022	Change
Revenue	$199,317	$142,465	+0.4%
Expenses	$169,425	$149,434	+0.1%
Net Income	$29,892	$-6,969	-5.3%

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

150

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
Carly Vasan	Historian	0.60	Officer	$0	$0	$0
Aleks Stanojevic	Financial Secretary	2.50	Officer	$0	$0	$0
Reeta Lahtiranta	Parliamentarian	1.50	Officer	$0	$0	$0
Annie Schmidt	Auditor	0.50	Officer	$0	$0	$0
Ashish Patel	Treasurer	2.50	Officer	$0	$0	$0
Lynn Kosstow	Executive VP	2.80	Officer	$0	$0	$0
Tanya Solanki	President	3.20	Officer	$0	$0	$0
Jena Wise	Secretary	1.10	Officer	$0	$0	$0
Veronika Smilak	VP Communication	0.40	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	No data	No data	No data	No data
2024	$199,317	$169,425	$124,120	$29,892
2023	$142,465	$149,434	$94,228	$-6,969
2022	$177,955	$166,548	$101,197	$11,407
2021	$131,506	$100,140	$89,790	$31,366
2020	$179,808	$165,778	$58,424	$14,030
2019	$219,117	$245,863	$44,394	$-26,746

Ardis Egan Jr High School PTA