THURGOOD MARSHALL PTA (EIN 911462857) - 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

1996

Legal Domicile

Principal Officer

LESLEY JONES

Phone

2062522800

Tax Period

2022-07-01 to 2023-06-30

THURGOOD MARSHALL PTA, founded in 1996, is a small nonprofit in the Unknown sector that reported $285K in total revenue in fiscal year 2022. Revenue surged 232% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 21% operating margin.

Mission

SUPPORT AND ENRICHMENT OF THURGOOD MARSHALL ELEMENTARY SCHOOL.

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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 $130,872

Program Service Revenue $151,227

Investment Income $0

Other Revenue $3,309

TOTAL REVENUE $285,408

Expense Breakdown

Grants Paid $224,103

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $224,103

Other Expenses $1,343

TOTAL EXPENSES $225,446

Year-over-Year Comparison

	2022	2021	Change
Revenue	$285,408	$85,993	+2.3%
Expenses	$225,446	$65,436	+2.4%
Net Income	$59,962	$20,557	+1.9%

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

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
LESLEY JONES	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
QUYEN PHAM	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
AARON SCHNIEDER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TREVOR MENAGH	CO-TREASURER	2.00	Officer Director	$0	$0	$0
CHANTSAL RINEARSON	CO-TREASURER	3.00	Officer Director	$0	$0	$0
KATE WALDMAN	CO-TREASURER	2.00	Officer Director	$0	$0	$0
RACHAEL KITAGAWA	CO-TREASURER (07/01/22 - 12/21/22)	1.00	Director	$0	$0	$0
CADENCE MILLER	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA CARPER	DIRECTOR	3.00	Director	$0	$0	$0
KATIE MAY	DIRECTOR	2.00	Director	$0	$0	$0
DONNA DUGGAN	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE BRYANT	DIRECTOR	5.00	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
2023	$285,408	$225,446	$220,754	$59,962
2019	$293,775	$313,834	$207,951	$-20,059
2018	$356,095	$346,574	$228,010	$9,521

THURGOOD MARSHALL PTA