Graham Middle School PTA

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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

1980

Legal Domicile

Principal Officer

Olivia Hwang

Phone

5106768708

Tax Period

2024-07-01 to 2025-06-30

Graham Middle School PTA, founded in 1980, is a small nonprofit that reported $234K in total revenue in fiscal year 2024.

Mission

To support students, staff and parents

Program Service Accomplishments

Program 1

Expenses: $65,107 Revenue: $68,849

The PTA Funds Academic Enrichment programs

Program 2

Expenses: $171,275 Revenue: $164,790

The PTA supports the performing arts program

Program 3

Expenses: $6,899 Revenue: $0

The PTA supports student graduation programs and celebrations

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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 $233,485

Program Service Revenue $0

Investment Income $153

Other Revenue $0

TOTAL REVENUE $233,638

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $243,281

Other Expenses $244,645

TOTAL EXPENSES $244,645

Year-over-Year Comparison

	2024	2023	Change
Revenue	$233,638	$218,956	+0.1%
Expenses	$244,645	$242,347	+0.0%
Net Income	$-11,007	$-23,391	-0.5%

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

N/A

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
Christopher Ferejohn	Executive Vice President	3	Officer	$0	$0	$0
Olivia Hwang	Treasurer	3	Officer	$0	$0	$0
Christina Esfehani	Financial Secretary	3	Officer	$0	$0	$0
Purvi Shah	Financial Reviewer	2	Officer	$0	$0	$0
Peggy Pendergrast	President	5	Officer	$0	$0	$0
Hilary Ferejohn	VP Membership	2	Officer	$0	$0	$0
Shalini Chander	Secretary	3	Officer	$0	$0	$0
Rakhee Kaushik	VP Communications	3	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	$233,638	$244,645	$41,288	$-11,007
2024	$218,956	$242,347	$52,295	$-23,391
2021	$78,252	$67,711	$109,116	$10,541
2020	$125,091	$122,256	$98,575	$2,835
2019	$213,469	$199,990	$95,740	$13,479