Francis Scott Key Elementary School PTA (EIN 942569531) - 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

1978

Legal Domicile

Principal Officer

Lesley Foster

Phone

4157592811

Tax Period

2024-07-01 to 2025-06-30

Francis Scott Key Elementary School PTA, founded in 1978, is a small nonprofit that reported $216K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $292K exceeded revenue, resulting in a 35% operating deficit.

Mission

To promote the welfare of children in the home, school, community and to develop between educators and the general public a united effort to secure for all children the highest advantages in physical, mental and social education.

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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 $129,901

Program Service Revenue $0

Investment Income $432

Other Revenue $85,894

TOTAL REVENUE $216,227

Expense Breakdown

Grants Paid $0

Salaries & Benefits $168,000

Fundraising Expenses $0

Program Expenses $278,608

Other Expenses $124,116

TOTAL EXPENSES $292,116

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,227	$168,530	+0.3%
Expenses	$292,116	$145,274	+1.0%
Net Income	$-75,889	$23,256	-4.3%

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

Independent Members

N/A

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
Kendall Fleming	VP Outreach	1.00	Director	$0	$0	$0
Gretchen Tallon	Secretary	2.00	Officer Director	$0	$0	$0
Lesley Foster	President	7.00	Officer Director	$0	$0	$0
Sarah Gudernatch Smith	Historian	1.00	Director	$0	$0	$0
Sonja Tsang	VP Technology	3.00	Director	$0	$0	$0
Susana Luu	Exec Vice Pres	3.00	Officer Director	$0	$0	$0
Christopher Eddy	Treasurer	4.00	Officer Director	$0	$0	$0
Bernadette Aguirre	VP Fundraising	3.00	Director	$0	$0	$0
Jessica Kench	VP Membership	1.00	Director	$0	$0	$0
Meena Polich	VP-Commun	3.00	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
2025	$216,227	$292,116	$89,314	$-75,889

Francis Scott Key Elementary School PTA