Vista Grande PTA PARENT TEACHER ASSOCIATION (EIN 900912746) - 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

1986

Legal Domicile

Phone

9253141000

Tax Period

2023-07-01 to 2024-06-30

Vista Grande PTA PARENT TEACHER ASSOCIATION, founded in 1986, is a small nonprofit that reported $168K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $68K, a strong 41% operating margin.

Mission

The Mission of the Vista Grande Elementary PTA is threefold: to support and speak on behalf of children and youth in the schools, in the community, and before governmental bodies and other organizations that make decisons affecting children; [continued on next page]

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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 $76,232

Program Service Revenue $63,113

Investment Income $0

Other Revenue $28,508

TOTAL REVENUE $167,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,452

Other Expenses $99,683

TOTAL EXPENSES $99,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,853	$197,831	-0.2%
Expenses	$99,683	$161,582	-0.4%
Net Income	$68,170	$36,249	+0.9%

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

150

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
GILLIAN BROTHERSON	President	2.00	Officer Director	$0	$0	$0
ASHLEY WESTFALL	Executive VP	2.00	Officer Director	$0	$0	$0
BEVERLY MAZZARO	Treasurer	2.00	Officer Director	$0	$0	$0
JESSICA CHATTO	Fin'l Secretary	2.00	Officer Director	$0	$0	$0
JORDAN STEIN	Financ.Reviewer	2.00	Officer Director	$0	$0	$0
LAUREN HUDSON	Historian	2.00	Officer Director	$0	$0	$0
RAJ RAKKAR	Secretary	2.00	Officer Director	$0	$0	$0
TERI EISENHAUER	VP Communic	2.00	Officer Director	$0	$0	$0
ASHLEY BERNSTEIN	Legislative Adv	2.00	Officer Director	$0	$0	$0
ANNALISE BJAANES	VP Parent Educ	2.00	Officer Director	$0	$0	$0
HEATHER ZANIN	VP Membership	2.00	Officer Director	$0	$0	$0
BRENDA LUCKER	Parliamentarian	2.00	Officer Director	$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	$167,853	$99,683	$225,364	$68,170
2023	$197,831	$161,582	$157,194	$36,249
2022	$144,947	$81,079	$120,945	$63,868
2021	$76,051	$234,941	$57,077	$-158,890
2020	$283,176	$261,826	$215,967	$21,350
2019	$411,203	$390,679	$194,617	$20,524
2018	$437,323	$461,640	$174,093	$-24,317

Vista Grande PTA PARENT TEACHER ASSOCIATION