JOHN CORY PTA (EIN 846048027) - 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

1946

Legal Domicile

Principal Officer

Lauren Machol

Phone

7204248380

Tax Period

2024-07-01 to 2025-06-30

JOHN CORY PTA, founded in 1946, is a small nonprofit that reported $398K in total revenue in fiscal year 2024. Expenses of $371K left a modest 7% surplus.

Mission

To serve Cory Elementary School's students, parents, teachers and 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 (2024)

Revenue Breakdown

Contributions & Grants $385,590

Program Service Revenue $0

Investment Income $12,016

Other Revenue $0

TOTAL REVENUE $397,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $49,951

Program Expenses $320,018

Other Expenses $371,283

TOTAL EXPENSES $371,283

Year-over-Year Comparison

	2024	2023	Change
Revenue	$397,606	$376,080	+0.1%
Expenses	$371,283	$407,485	-0.1%
Net Income	$26,323	$-31,405	-1.8%

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

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
Lauren Machol	President	1	Officer	$0	$0	$0
Kristen Merrow	VP	1	Officer	$0	$0	$0
Tiffani Samborn	Treasurer	1	Officer	$0	$0	$0
Hillary Mathur	Secretary	1	Officer	$0	$0	$0
Elizabeth Rowan	Secretary	1	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	$397,606	$371,283	$336,648	$26,323
2024	$376,080	$407,485	$309,938	$-31,405
2023	$395,165	$372,560	$341,248	$22,605
2022	$469,491	$366,831	$318,439	$102,660
2021	$293,669	$269,018	$215,779	$24,651

JOHN CORY PTA