Stanley Middle School PTA Parent Teacher Association (EIN 942627356) - 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

1975

Legal Domicile

Principal Officer

Jana Hattersley

Phone

9259273530

Tax Period

2024-07-01 to 2025-06-30

Stanley Middle School PTA Parent Teacher Association, founded in 1975, is a small nonprofit that reported $325K in total revenue in fiscal year 2024.

Mission

The Mission of the Stanley Middle School PTA follows the mission of the California State PTA: "To positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership, and communication."

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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 $123,073

Program Service Revenue $197,109

Investment Income $2,277

Other Revenue $2,406

TOTAL REVENUE $324,865

Expense Breakdown

Grants Paid $47,013

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $312,142

Other Expenses $276,884

TOTAL EXPENSES $323,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$324,865	$301,132	+0.1%
Expenses	$323,897	$312,341	+0.0%
Net Income	$968	$-11,209	-1.1%

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

220

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
Jana Hattersley	President	30.00	Officer Director	$0	$0	$0
Jennie Dobies	VP School Prgms	3.00	Director	$0	$0	$0
Don Delco	Executive VP	15.00	Director	$0	$0	$0
Fredericka Gorham	Treasurer	20.00	Officer Director	$0	$0	$0
Deborah Feeley	Secretary	2.00	Officer Director	$0	$0	$0
Kimberly Grover	Parliamentarian	15.00	Director	$0	$0	$0
Laney Whitcanack	VP School Prgms	3.00	Director	$0	$0	$0
Rebecca Andersen	VP Legislation	2.00	Director	$0	$0	$0
Kellie Piacente	VP Community	5.00	Director	$0	$0	$0
Erin Brockman	Chair, DEIB	5.00	Director	$0	$0	$0
Carolyn Margiotti	VP Volunteers	3.00	Director	$0	$0	$0
Karen Evans	Auditor	1.00	Director	$0	$0	$0
Brian Mangold	Principal	1.00	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	$324,865	$323,897	$261,364	$968
2024	$301,132	$312,341	$259,534	$-11,209
2023	$243,521	$205,520	$270,743	$38,001
2022	$233,458	$189,088	$232,782	$44,370
2021	$77,405	$132,501	$188,412	$-55,096
2020	$151,595	$185,570	$263,227	$-33,975
2019	$218,937	$235,521	$310,852	$-16,584
2018	$338,149	$317,241	$327,436	$20,908

Stanley Middle School PTA Parent Teacher Association