WHITTIER PTA (EIN 911479413) - 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

1998

Legal Domicile

Principal Officer

Katherine Lindsay

Phone

2062521500

Tax Period

2023-07-01 to 2024-06-30

WHITTIER PTA, founded in 1998, is a small nonprofit that reported $200K in total revenue in fiscal year 2023. The organization ran a surplus of $50K, a strong 25% operating margin.

Mission

WHITTIER PTA SERVES FAMILIES ATTENDING WHITTIER ELEMENTARY SCHOOL IN SEATTLE, WASHINGTON. THE PTA WORKS TO SUPPORT AND ENHANCE THE WHITTIER MODEL OF ACADEMIC EXCELLENCE, COMMUNITY AND RESPECT.

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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 $209,317

Program Service Revenue $0

Investment Income $777

Other Revenue $-9,690

TOTAL REVENUE $200,404

Expense Breakdown

Grants Paid $98,514

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,530

Other Expenses $52,283

TOTAL EXPENSES $150,797

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,404	$198,586	+0.0%
Expenses	$150,797	$127,865	+0.2%
Net Income	$49,607	$70,721	-0.3%

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

143

Independent Members

143

Employees

N/A

Volunteers

138

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
Renee Hartnett	Co-President	5.00	Officer Director	$0	$0	$0
Courtney Sievers	Co-President	5.00	Officer Director	$0	$0	$0
Emily Robertson	Co-Secretary	5.00	Officer Director	$0	$0	$0
Melissa Ivancevich	Co-Secretary	5.00	Officer Director	$0	$0	$0
Michelle Nemeth	Treasurer	5.00	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	$200,404	$150,797	$291,274	$49,607
2023	$198,586	$127,865	$241,667	$70,721
2022	$182,101	$132,804	$170,946	$49,297
2021	$99,970	$150,698	$120,422	$-50,728
2019	$170,883	$234,622	$172,700	$-63,739

WHITTIER PTA