Gardner Bullis PTA (EIN 942937957) - 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

2008

Legal Domicile

Phone

6505593200

Tax Period

2024-07-01 to 2025-06-30

Gardner Bullis PTA, founded in 2008, is a small nonprofit that reported $426K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

To support students, staff and parents by supplying materials and activities to enhance learning and student growth

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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 $343,572

Program Service Revenue $22,897

Investment Income $62

Other Revenue $59,828

TOTAL REVENUE $426,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $401,126

Other Expenses $414,702

TOTAL EXPENSES $414,702

Year-over-Year Comparison

	2024	2023	Change
Revenue	$426,359	$388,952	+0.1%
Expenses	$414,702	$543,219	-0.2%
Net Income	$11,657	$-154,267	-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

200

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
James Malone	President	25.00	Officer	$0	$0	$0
Jenny Peck	Executive Vice President	9.00	Officer	$0	$0	$0
Abi Mullens	VP Communications	2.50	Officer	$0	$0	$0
Jennifer Kanapicki	VP Community Relations	2.50	Officer	$0	$0	$0
Ginger Li	VP Revenue	2.50	Officer	$0	$0	$0
Yun Huh	Treasurer	5.00	Officer	$0	$0	$0
Brernda Young	Financial Secretary	1.00	Officer	$0	$0	$0
Anne Sud	Secretary	3.00	Officer	$0	$0	$0
Gokhan Ozcelick	HistorianMembership	2.00	Officer	$0	$0	$0
Aditi Khadilkar	Auditor	1.00	Officer	$0	$0	$0
Uyen Nguyen	Parliamentarian	2.00	Officer	$0	$0	$0
Melanie Anderson	Los Altos Sch Dist Ambassador	0.50	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	$426,359	$414,702	$446,055	$11,657
2024	$388,952	$543,219	$434,398	$-154,267
2023	$377,770	$277,419	$588,665	$100,351
2022	$428,468	$166,945	$488,314	$261,523
2021	$192,949	$83,634	$226,791	$109,315
2020	$150,638	$349,188	$117,476	$-198,550
2019	$360,175	$244,256	$316,026	$115,919

Gardner Bullis PTA