John Muir Elementary School PTA (EIN 943063895) - 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

1990

Legal Domicile

Phone

5106446410

Tax Period

2024-07-01 to 2025-06-30

John Muir Elementary School PTA, founded in 1990, is a small nonprofit that reported $284K in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $113K, a strong 40% operating margin.

Mission

to support the students, staff and parents at John Muir Elementary School

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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 $226,025

Program Service Revenue $30,455

Investment Income $3,486

Other Revenue $24,511

TOTAL REVENUE $284,477

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $65

Program Expenses $164,663

Other Expenses $171,013

TOTAL EXPENSES $171,013

Year-over-Year Comparison

	2024	2023	Change
Revenue	$284,477	$197,980	+0.4%
Expenses	$171,013	$91,424	+0.9%
Net Income	$113,464	$106,556	+0.1%

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

100

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
Josephine DeJanvry	Executive Vice President	10.00	Officer	$0	$0	$0
Jamison Ruth	Treasurer	10.00	Officer	$0	$0	$0
Elizabeth Kneebone	Secretary	1.00	Officer	$0	$0	$0
Jennifer Pierson	Financial Secretary	1.00	Officer	$0	$0	$0
Samantha Brown	President	2.00	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	$284,477	$171,013	$305,510	$113,464
2024	$197,980	$91,424	$192,046	$106,556
2023	$182,391	$188,199	$85,490	$-5,808
2022	$121,540	$47,577	$91,298	$73,963
2021	$73,964	$181,808	$17,335	$-107,844
2020	$174,314	$141,395	$132,768	$32,919
2019	$157,968	$153,223	$99,849	$4,745

John Muir Elementary School PTA