GRATTAN ELEMENTARY PTA (EIN 942967138) - 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

1908

Legal Domicile

Principal Officer

Sarah Grossman-Swenson

Phone

4157592815

Tax Period

2022-07-01 to 2023-06-30

GRATTAN ELEMENTARY PTA, founded in 1908, is a small nonprofit that reported $306K in total revenue in fiscal year 2022. Expenses of $376K exceeded revenue, resulting in a 23% operating deficit.

Mission

Support the educational activities of Grattan Elementary School - students, teachers & administration.

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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 (2022)

Revenue Breakdown

Contributions & Grants $260,401

Program Service Revenue $0

Investment Income $98

Other Revenue $45,869

TOTAL REVENUE $306,368

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,948

Program Expenses $369,662

Other Expenses $376,013

TOTAL EXPENSES $376,013

Year-over-Year Comparison

	2022	2021	Change
Revenue	$306,368	$311,169	0.0%
Expenses	$376,013	$284,923	+0.3%
Net Income	$-69,645	$26,246	-3.7%

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

263

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
Sarah Grossman-Swenson	Co-President	20.00	Officer Director	$0	$0	$0
Eguonor EG Brubaker	Executive VP	20.00	Officer Director	$0	$0	$0
Linda Tsang	Fmr Treasurer	30.00	Officer Director	$0	$0	$0
Janis Greenspan	Secretary	10.00	Officer Director	$0	$0	$0
Alisa Lovell	Parliamentarian	10.00	Officer Director	$0	$0	$0
Ibone Santiago	VP Volunteers	30.00	Officer Director	$0	$0	$0
Amrita Basu	VP Commun	10.00	Officer Director	$0	$0	$0
Rachel McCutchenson	Finl Sec/Hist	20.00	Officer Director	$0	$0	$0
Isha MayDaniela Fenili	VP Fundraising	10.00	Officer Director	$0	$0	$0
Ashley Iwanaga	VP of DEI	10.00	Officer Director	$0	$0	$0
Kristina Kim	AVP Volunteers	15.00	Officer Director	$0	$0	$0
Sonya Abrams	AVP Commun	10.00	Officer Director	$0	$0	$0
Sarah Ewick	AVP Fundraising	10.00	Officer Director	$0	$0	$0
Lena Van Haren	AVP of DEI	10.00	Officer Director	$0	$0	$0
Mandy Whittington	Co-President	20.00	Officer Director	$0	$0	$0
Chantale Mujumdar	Treasurer	30.00	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	No data	No data	No data	No data
2023	$306,368	$376,013	$471,883	$-69,645
2022	$311,169	$284,923	$541,317	$26,246
2021	$199,494	$183,602	$511,377	$15,892
2020	$306,236	$258,248	$494,356	$47,988
2019	$332,847	$330,687	$441,027	$2,160
2018	$347,133	$301,088	$438,867	$46,045

GRATTAN ELEMENTARY PTA