GREENLAKE ELEMENTARY SCHOOL PTA

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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

1987

Legal Domicile

Principal Officer

JESSIE ALAN

Phone

2062525320

Tax Period

2022-07-01 to 2023-06-30

GREENLAKE ELEMENTARY SCHOOL PTA, founded in 1987, is a small nonprofit that reported $196K in total revenue in fiscal year 2022. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $224K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROMOTE THE HEALTH, WELFARE AND EDUCATION OF THE CHILDREN AT GREEN LAKE ELEMENTARY SCHOOL THROUGH PTA SPONSORED ACTIVITES AND PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $91,734

STUDENT SUPPORT, EDUCATION AND ENRICHMENT FOR APPROX 280 STUDENTS.

Program 2

Expenses: $7,277

PARENT AND FAMILY INVOLVEMENT, RECOGNITION, AND EDUCATION FOR APPROXIMATELY 200 FAMILIES.

Program 3

Expenses: $119,421

TEACHER AND SCHOOL ADMINISTRATION SUPPORT - APPROXIMATELY 35 TEACHERS AND STAFF, INCLUDING PAYMENT FOR SUPPLEMENTAL STAFF.

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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 (2022)

Revenue Breakdown

Contributions & Grants $24,848

Program Service Revenue $26,793

Investment Income $4

Other Revenue $144,195

TOTAL REVENUE $195,840

Expense Breakdown

Grants Paid $114,271

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,838

Other Expenses $109,705

TOTAL EXPENSES $223,976

Year-over-Year Comparison

	2022	2021	Change
Revenue	$195,840	$256,069	-0.2%
Expenses	$223,976	$545,038	-0.6%
Net Income	$-28,136	$-288,969	-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

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
KARIN AEBERSOLD	CO-TREASURER	3.00	Officer Director	$0	$0	$0
JESSIE ALAN	CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
KAT JOHNSON	DEVELOPMENT	3.00	Director	$0	$0	$0
JEN KOCH	COMMUNITY CO	3.00	Director	$0	$0	$0
KEVIN MCCULLOUGH	CO-TREASURER	3.00	Officer Director	$0	$0	$0
NANA MINE	COMMUNICATIO	3.00	Director	$0	$0	$0
STACEY NAKAGAWA	TEACHER SUPP	3.00	Director	$0	$0	$0
REMY NIXON	SECRETARY 20	3.00	Officer Director	$0	$0	$0
ALEX WALLACE	CO-PRESIDENT	3.00	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	No data	No data	No data	No data
2023	$195,840	$223,976	$118,668	$-28,136
2022	$256,069	$545,038	$146,804	$-288,969
2021	$375,783	$168,318	$435,773	$207,465
2020	$303,044	$254,171	$228,308	$48,873
2019	$271,173	$244,516	$179,435	$26,657
2018	$285,183	$225,337	$152,778	$59,846