Columbia Middle School PTA

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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

2013

Legal Domicile

Principal Officer

Elsa Nunez

Phone

4089316201

Tax Period

2023-07-01 to 2024-06-30

Columbia Middle School PTA, founded in 2013, is a micro nonprofit that reported $18K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5K, a strong 26% operating margin.

Mission

The Columbia Middle School PTA's mission is to provide support for the academic and social achievement of students at Columbia Middle School. This is done through grants to on-campus clubs, after school sport teams and outside organizations that provide directing services, sets, costumes and other logistical services for on-campus music concerts and plays.

Program Service Accomplishments

Program 1

Expenses: $12,462

PTA grants to Columbia Middle school included the following items:1) Support for music department plays and other school wide events,2) Meals and snacks for teachers and school administrators during teacher appreciation week,3) Support for after school sports teams,4) Support of 8th grade promotion ceremony,5) Support for school fall carnival,6) Support for school on-campus clubs

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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 $18,435

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $18,435

Expense Breakdown

Grants Paid $12,462

Salaries & Benefits $0

Fundraising Expenses $109

Program Expenses $12,462

Other Expenses $1,091

TOTAL EXPENSES $13,553

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,435	$12,507	+0.5%
Expenses	$13,553	$11,399	+0.2%
Net Income	$4,882	$1,108	+3.4%

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
Trevor Thomas	auditor	1.00	Officer Director	$0	$0	$0
Kristen Harman	Treasurer	4.00	Officer Director	$0	$0	$0
Laura Thomas	Secretary	4.00	Officer Director	$0	$0	$0
Elsa Nunez	President	8.00	Officer Director	$0	$0	$0
Dyaeliza Moya	Vice President	4.00	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	$18,435	$13,553	$14,043	$4,882
2023	$12,507	$11,399	$9,161	$1,108