Amy Imai Elementary 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

1998

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Amy Imai Elementary PTA, founded in 1998, is a small nonprofit that reported $173K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 17% operating margin.

Mission

to support and enhance the educationals experience for students at Amy Imai Elementary School and to support staff and parents

Program Service Accomplishments

Program 1

Expenses: $62,116 Revenue: $1,472

The PTA funds library purchases, teacher grants, staff appreciation and community building activities. In addition, grants to several educational non profits were made.

Program 2

Expenses: $46,682

The PTA supports enrichment activities for all grades.

Program 3

Expenses: $30,014

The PTA funds classroom supplies for all grades.

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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 $116,902

Program Service Revenue $1,472

Investment Income $90

Other Revenue $54,632

TOTAL REVENUE $173,096

Expense Breakdown

Grants Paid $16,750

Salaries & Benefits $0

Fundraising Expenses $1,428

Program Expenses $138,812

Other Expenses $126,483

TOTAL EXPENSES $143,233

Year-over-Year Comparison

	2023	2022	Change
Revenue	$173,096	$138,713	+0.2%
Expenses	$143,233	$98,544	+0.5%
Net Income	$29,863	$40,169	-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
Bo Lee	Historian	1.00	Officer	$0	$0	$0
Mona Patel Shastry	Financial Secretary	1.00	Officer	$0	$0	$0
Chris Parker	Parliamentarian	1.00	Officer	$0	$0	$0
Carmen Ng	Executive Vice President	4.00	Officer	$0	$0	$0
Ashveena Dighe	Staff Appreciation Coordinato	1.00	Officer	$0	$0	$0
Erica Cronin	VP Membership	2.00	Officer	$0	$0	$0
Olivia Hwang	President	10.00	Officer	$0	$0	$0
Sarinya Teng	VP Membership	2.00	Officer	$0	$0	$0
Vrishali Wagle	Treasurer	4.00	Officer	$0	$0	$0
Kashyap Paidimarri	Secretary	1.00	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	No data	No data	No data	No data
2024	$173,096	$143,233	$156,366	$29,863
2023	$138,713	$98,544	$126,503	$40,169
2021	$34,737	$117,377	$126,052	$-82,640
2020	$192,141	$129,341	$213,507	$62,800
2019	$280,486	$177,306	$214,992	$103,180