Lincoln Elementary PTA (EIN 810635510) - 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

2003

Legal Domicile

Phone

9495156955

Tax Period

2024-07-01 to 2025-06-30

Lincoln Elementary PTA, founded in 2003, is a small nonprofit that reported $296K in total revenue in fiscal year 2024. Expenses of $264K left a modest 11% surplus.

Mission

Lincoln Elementary School PTA provides funds for art, science, physical education, technology, part-time teachers, and other basic educational needs of Abraham Lincoln Elementary School, a public school with approximately 350 students.

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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 $209,403

Program Service Revenue $0

Investment Income $16

Other Revenue $86,155

TOTAL REVENUE $295,574

Expense Breakdown

Grants Paid $0

Salaries & Benefits $218,445

Fundraising Expenses $0

Program Expenses $40,993

Other Expenses $45,074

TOTAL EXPENSES $263,519

Year-over-Year Comparison

	2024	2023	Change
Revenue	$295,574	$286,143	+0.0%
Expenses	$263,519	$110,689	+1.4%
Net Income	$32,055	$175,454	-0.8%

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

N/A

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
Casey Pantoja	President	19.00	Officer	$0	$0	$0
Manoosh Shakib	Executive VP	2.00	Officer	$0	$0	$0
Rupali Pai	1st VP TLC	15.00	Officer	$0	$0	$0
Shraddha Patel	2nd VP Comm	2.00	Officer	$0	$0	$0
Sarin Baghdikian	Fin Secretary	2.00	Officer	$0	$0	$0
Sarina Schneider	4th VP Comm	2.00	Officer	$0	$0	$0
Ashley Johnson	Rec Secretary	10.00	Officer	$0	$0	$0
Clare Gibbs	Paper Fin Sec	2.00	Officer	$0	$0	$0
Katie Keiser	Fin & Corr Secr	3.00	Officer	$0	$0	$0
Shana Levine	Historian	9.00	Officer	$0	$0	$0
Trent Tullberg	Treasurer	10.00	Officer	$0	$0	$0
Maria Sheakalee	Corr Sec	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	$295,574	$263,519	$313,894	$32,055
2024	$286,143	$110,689	$281,839	$175,454
2023	$138,014	$252,323	$106,385	$-114,309
2022	$183,618	$156,009	$220,694	$27,609
2021	$62,492	$64,639	$193,085	$-2,147
2020	$214,902	$191,240	$195,232	$23,662
2019	$232,653	$216,247	$171,570	$16,406

Lincoln Elementary PTA