WEDGWOOD PTA (EIN 911260518) - 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

1978

Legal Domicile

Principal Officer

EMILY MOSES

Phone

2063553384

Tax Period

2023-07-01 to 2024-06-30

WEDGWOOD PTA, founded in 1978, is a small nonprofit in the Unknown sector that reported $178K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $160K left a modest 10% surplus.

Mission

A 100% VOLUNTEER BASED ORGANIZATION OF PARENTS WHO PARTNER WITH SCHOOL STAFF AND ADMINISTRATION TO ENHANCE THE LEARNING EXPERIENCE OF THE STUDENTS AT WEDGWOOD ELEMENTARY SCHOOL IN SEATTLE, WASHINGTON. THE PTA SUPPORTS TEACHERS, STAFF, AND FAMILIES TO PROVIDE A HIGH QUALITY EDUCATION AND NURTURING ENVIRONMENT. OUR MISSION IS TO SUPPORT THE SOCIAL, ACADEMIC AND PHYSICAL NEEDS OF EACH CHILD. TO ENCOURAGE THE EXCELLENCE OF OUR EDUCATORS WITH FINANCIAL AND VOLUNTEER SUPPORT. ALSO TO ENRICH OUR COMMUNITY OF FAMILIES THROUGH COMMUNICATIONS AND ACTIVITIES.

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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 $50,233

Program Service Revenue $0

Investment Income $386

Other Revenue $127,499

TOTAL REVENUE $178,118

Expense Breakdown

Grants Paid $85,474

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $157,902

Other Expenses $74,428

TOTAL EXPENSES $159,902

Year-over-Year Comparison

	2023	2022	Change
Revenue	$178,118	$153,233	+0.2%
Expenses	$159,902	$111,059	+0.4%
Net Income	$18,216	$42,174	-0.6%

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

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
KAYELA BEATTY	CO-TREASURER	N/A	Officer Director	$0	$0	$0
CATHY BULL	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ALLISON DARLING	CO-TREASURER	N/A	Officer Director	$0	$0	$0
SUHAS JOSHI	CO-TREASURER	N/A	Officer Director	$0	$0	$0
MIRANDA LIU	PRESIDENT 23	N/A	Officer Director	$0	$0	$0
EMILY MOSES	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JOANNE PAEGLE	SECRETARY	N/A	Officer Director	$0	$0	$0
LAUREN WATERMAN	PRESIDENT	N/A	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
2024	$178,118	$159,902	$265,198	$18,216
2023	$153,233	$111,059	$249,229	$42,174
2022	$152,344	$154,074	$207,055	$-1,730
2021	$116,237	$145,033	$208,785	$-28,796
2020	$148,501	$177,140	$237,581	$-28,639
2019	$213,512	$191,741	$266,216	$21,771
2018	$232,385	$157,870	$244,046	$74,515
2017	$200,597	$129,959	$170,068	$70,638

WEDGWOOD PTA