Addison Elementary 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

1927

Legal Domicile

Tax Period

2021-07-01 to 2022-06-30

Addison Elementary School PTA, founded in 1927, is a micro nonprofit that reported $72K in total revenue in fiscal year 2021. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17K, a strong 24% operating margin.

Mission

to support students, staff and parents at the Addison Elementary School

Program Service Accomplishments

Program 1

Expenses: $37,892

The PTA funds class supplies, curriculum materials, library materials, and grants to teachers

Program 2

Expenses: $13,090 Revenue: $759

The PTA sponsors community events such as a Hoe Down dinner, Halloween Breakfast, Promotion Reception, Noon programs and a Year Book, among other activities

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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 (2021)

Revenue Breakdown

Contributions & Grants $55,217

Program Service Revenue $759

Investment Income $9

Other Revenue $16,273

TOTAL REVENUE $72,258

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,982

Other Expenses $55,066

TOTAL EXPENSES $55,066

Year-over-Year Comparison

	2021	2020	Change
Revenue	$72,258	$52,811	+0.4%
Expenses	$55,066	$63,952	-0.1%
Net Income	$17,192	$-11,141	-2.5%

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

150

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
Arun Aggarwal	Parliamentarian	0.50	Officer	$0	$0	$0
Sarah Kimball	Historian	1.00	Officer	$0	$0	$0
Rochelle Gerstner	Financial Secretary	1.00	Officer	$0	$0	$0
John Young	VP of Communications	2.00	Officer	$0	$0	$0
Liz Eden	Auditor	0.50	Officer	$0	$0	$0
Janice Park	Treasurer	1.00	Officer	$0	$0	$0
Courtney Fennimore	VP Fundraising	0.50	Officer	$0	$0	$0
Lisa Bertelsen-Kivett	Executive Vice President	1.00	Officer	$0	$0	$0
Julia Moran	President	4.00	Officer	$0	$0	$0
Raluca Perkins	Secretary	1.00	Officer	$0	$0	$0
Roberta Pinheiro	VP Safety and Education	1.00	Officer	$0	$0	$0
Sarah Gibbs	VP Outreach and Membership	1.00	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
2022	$72,258	$55,066	$112,138	$17,192
2021	$52,811	$63,952	$94,946	$-11,141
2020	$159,735	$167,149	$106,087	$-7,414
2019	$117,345	$121,130	$113,501	$-3,785