CAPRI ELEMENTARY PTA (EIN 911932016) - 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

1986

Legal Domicile

Principal Officer

ROSE WEINSTEIN

Phone

7609444360

Tax Period

2024-07-01 to 2025-06-30

CAPRI ELEMENTARY PTA, founded in 1986, is a small nonprofit that reported $141K in total revenue in fiscal year 2024. The organization ran a surplus of $29K, a strong 21% operating margin.

Mission

TO SUPPORT THE STUDENTS AND TEACHERS OF CAPRI ELEMENTARY

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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 $42,285

Program Service Revenue $0

Investment Income $21

Other Revenue $98,278

TOTAL REVENUE $140,584

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,400

Program Expenses $101,968

Other Expenses $111,379

TOTAL EXPENSES $111,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$140,584	$131,924	+0.1%
Expenses	$111,379	$129,824	-0.1%
Net Income	$29,205	$2,100	+12.9%

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

275

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
PAIGE JENSEN	EXEC VICE PRESIDENT	2.00	Officer	$0	$0	$0
BRIDGET BURKE	PARLIAMENTARIAN	2.00	Officer	$0	$0	$0
JENNIFER WAITE	VP MEMBERSHIP	2.00	Officer	$0	$0	$0
ROSE WEINSTEIN	PRESIDENT	8.00	Officer	$0	$0	$0
DENISE PRESTON	EEF REP	1.00	Officer	$0	$0	$0
COURTNEY LEDUC	SECRETARY	2.00	Officer	$0	$0	$0
ALEXIS MORRISS	HISTORIAN	2.00	Officer	$0	$0	$0
TARA ADAMS	CO-VP COMMUNICATIONS	10.00	Officer	$0	$0	$0
BRITTINNY LONGO	VP OF VOLUNTEERS	2.00	Officer	$0	$0	$0
CATHERINE HOWARD	TREASURER	4.00	Officer	$0	$0	$0
BILL SHEN	FINANCIAL SECRETARY	2.00	Officer	$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	$140,584	$111,379	$73,406	$29,205
2023	$217,077	$217,480	$42,101	$-403

CAPRI ELEMENTARY PTA