West Creek Academy PTA (EIN 900588576) - 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

2010

Legal Domicile

Principal Officer

Angie Ramos

Phone

6612945385

Tax Period

2024-07-01 to 2025-06-30

West Creek Academy PTA, founded in 2010, is a small nonprofit that reported $143K in total revenue in fiscal year 2024. The organization ran a surplus of $41K, a strong 29% operating margin.

Mission

Child Advocacy - Focusing on Education & Health

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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 $144,689

Program Service Revenue $0

Investment Income $0

Other Revenue $-2,164

TOTAL REVENUE $142,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $606

Program Expenses $95,921

Other Expenses $101,560

TOTAL EXPENSES $101,560

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,525	$133,114	+0.1%
Expenses	$101,560	$141,482	-0.3%
Net Income	$40,965	$-8,368	-5.9%

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

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
Angie Ramos	President	4.00	Officer	$0	$0	$0
Sadat Beytelman	Treasurer	4.00	Officer	$0	$0	$0
Mandi Kohler	Auditor	4.00	Officer	$0	$0	$0
Sara Whitehurst	Secretary	4.00	Officer	$0	$0	$0
Sarah Warrender	Executive Vice President	2.00	Officer	$0	$0	$0
Suzanne Chaudhry	Parliamentarian	2.00	Officer	$0	$0	$0
Katie Arnold	Vice President-Programs	2.00	Officer	$0	$0	$0
Martha Beith	Historian	2.00	Officer	$0	$0	$0
Stacey Brenner	Vice President-Membership	2.00	Officer	$0	$0	$0
Monique Grubbs	Vice President-Communications	2.00	Officer	$0	$0	$0
Jennifer Alamdari	Room Parent Coordinator	2.00	Officer	$0	$0	$0
Alicia Golan	Vice President-Yearbook	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	$142,525	$101,560	$101,554	$40,965
2024	$133,114	$141,482	$61,319	$-8,368
2023	$142,803	$149,478	$69,687	$-6,675
2022	$49,152	$43,043	$76,362	$6,109
2021	$16,236	$27,650	$70,253	$-11,414
2020	$133,829	$106,929	$81,667	$26,900
2019	$128,433	$115,739	$54,767	$12,694

West Creek Academy PTA