WEST WOODLAND PTA (EIN 911143968) - 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

1984

Legal Domicile

Principal Officer

SARAH SHAIKH

Phone

2064999925

Tax Period

2024-07-01 to 2025-06-30

WEST WOODLAND PTA, founded in 1984, is a small nonprofit in the Education sector that reported $307K in total revenue in fiscal year 2024.

Mission

PROMOTING THE EDUCATION AND WELFARE OF CHILDREN.

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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 $236,044

Program Service Revenue $54,517

Investment Income $410

Other Revenue $16,127

TOTAL REVENUE $307,098

Expense Breakdown

Grants Paid $191,676

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $330,449

Other Expenses $145,430

TOTAL EXPENSES $337,106

Year-over-Year Comparison

	2024	2023	Change
Revenue	$307,098	$313,354	0.0%
Expenses	$337,106	$262,174	+0.3%
Net Income	$-30,008	$51,180	-1.6%

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
PATRICK JAKUBOWSKI	CO-PRESIDENT	4.00	Officer Director	$0	$0	$0
SARAH PELONIO	CO-PRESIDENT	4.00	Officer Director	$0	$0	$0
JACQUI BARNES	CO-TREASURER	3.00	Officer Director	$0	$0	$0
SARAH SHAIKH	CO-TREASURER	3.00	Officer Director	$0	$0	$0
BECKY NEFF	CO-SECRETARY	1.00	Officer Director	$0	$0	$0
JEN VIETH	CO-SECRETARY	1.00	Director	$0	$0	$0
MEGAN NORDLUND	CO-COMMUNICATION	1.00	Director	$0	$0	$0
MARY PASCH	CO-COMMUNICATION	1.00	Director	$0	$0	$0
DANNY REES	CO-FAMILY AND COMMUNITY ENGAGEMENT	1.00	Director	$0	$0	$0
DARCI AEDER	CO-FAMILY AND COMMUNITY ENGAGEMENT	1.00	Director	$0	$0	$0
ERIN OSHER	CO-MEMBERSHIP	1.00	Director	$0	$0	$0
LIZ KELLY	CO-MEMBERSHIP	1.00	Director	$0	$0	$0
RACHEL RIGDON-BEL	CO-VOLUNTEER COORDINATOR	1.00	Director	$0	$0	$0
CARRIE TRANER	CO-LEGISLATIVE LIAISON	1.00	Director	$0	$0	$0
BETH SADAK	CO-LEGISLATIVE LIAISON	1.00	Director	$0	$0	$0
NATASCHA DENNY-BROWN	CO-ENRICHMENT COORDINATOR	1.00	Director	$0	$0	$0
ERIN LAGNER	CO-ART COORDINATOR	1.00	Director	$0	$0	$0
REGINA VANOVERSCHELDE	CO-ART COORDINATOR	1.00	Director	$0	$0	$0
JULIANNA RIGG-HILLARD	CO-RACE & EQUITY LIAISON	1.00	Director	$0	$0	$0
ERIKA NOVAK	CO-RACE & EQUITY LIAISON	1.00	Director	$0	$0	$0
MICAL GOLDRING	CO-SPECIAL ED LIAISON	1.00	Director	$0	$0	$0
KRISTA LAUER	CO-SPECIAL ED LIAISON	1.00	Director	$0	$0	$0
SARAH MUNDAL	FUNDRAISING LIAISON	1.00	Director	$0	$0	$0
KAMM TEPLY	MEMBER AT LARGE	1.00	Director	$0	$0	$0
SUZY LETH	CO-TEACHER REP	1.00	Director	$0	$0	$0
ALESSANDRO FARNO	CO-TEACHER REP	1.00	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	$307,098	$337,106	$364,580	$-30,008
2024	No data	No data	No data	No data
2023	$288,998	$201,804	$342,084	$87,194
2022	$226,202	$172,131	$261,759	$54,071
2021	$222,673	$184,849	$200,832	$37,824
2020	$377,214	$349,414	$170,380	$27,800
2019	$327,367	$318,520	$135,444	$8,847
2018	$419,919	$429,170	$135,770	$-9,251

WEST WOODLAND PTA