LAURELHURST PTA OREGON CONGRESS

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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

1921

Legal Domicile

Phone

5034750392

Tax Period

2021-07-01 to 2022-06-30

LAURELHURST PTA OREGON CONGRESS, founded in 1921, is a small nonprofit that reported $130K in total revenue in fiscal year 2021. Expenses of $209K exceeded revenue, resulting in a 61% operating deficit.

Mission

GRADE SCHOOL ENRICHMENT PROGRAMS

Program Service Accomplishments

Program 1

Expenses: $208,010

THE PTA PROVIDED SUPPLIES AND FUNDS FOR ARTISTIC ENRICHMENT PROGRAMS, TEACHER CLASSROOM SUPPLIES AND EQUIPMENT, SCHOOL FACILITY IMPROVEMENTS AND BEAUTIFICATION, SAFETY PATROL EXPENSES, FIELD DAY...

THE PTA PROVIDED SUPPLIES AND FUNDS FOR ARTISTIC ENRICHMENT PROGRAMS, TEACHER CLASSROOM SUPPLIES AND EQUIPMENT, SCHOOL FACILITY IMPROVEMENTS AND BEAUTIFICATION, SAFETY PATROL EXPENSES, FIELD DAY EXPENSES AND VARIOUS TUTORING, LIBRARY AND OTHER EXPENSES. APPROXIMATELY 2000 STUDENTS, TEACHERS, PARENTS AND FRIENDS OF THE SCHOOL ARE IMPACTED BY THE PTA'S 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 (2021)

Revenue Breakdown

Contributions & Grants $24,701

Program Service Revenue $0

Investment Income $2

Other Revenue $104,883

TOTAL REVENUE $129,586

Expense Breakdown

Grants Paid $28,626

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,010

Other Expenses $180,366

TOTAL EXPENSES $208,992

Year-over-Year Comparison

	2021	2020	Change
Revenue	$129,586	N/A	N/A
Expenses	$208,992	N/A	N/A
Net Income	$-79,406	N/A	N/A

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

N/A

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
LIZA MILESNICK	Vice President	5.00	Officer	$0	$0	$0
KELLY FISCHER	President	5.00	Officer	$0	$0	$0
JORY RUSCIO	Treasurer	5.00	Officer	$0	$0	$0
AMANDA SORRELL	Vice President	5.00	Officer	$0	$0	$0
LIVIA CASTRUCCI	Treasurer	5.00	Officer	$0	$0	$0
ADRIENNE BAERG	Secretary	5.00	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
2022	$129,586	$208,992	$103,000	$-79,406
2020	$107,381	$100,972	$189,331	$6,409
2019	$127,529	$116,397	$182,922	$11,132