Almond 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

1957

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Almond Elementary School PTA, founded in 1957, is a small nonprofit that reported $154K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring.

Mission

The Almond Elementary School PTA is a volunteer organization working on behalf of students and staff. The PTA works to improve the education, health and welfare of all children and youth.

Program Service Accomplishments

Program 1

Expenses: $67,207

The PTA supports the school with supplies, educational materials, technology, site improvements, science materials, classroom and teacher support.

Program 2

Expenses: $43,376

The PTA supports student programs such as assemblies, a humanities program for K-3, junior olympics, family science night, and others. The PTA also sponsors community oriented programs.

Program 3

Expenses: $33,903 Revenue: $32,779

The PTA provides funding for student enrichment programs such as Drama, Chorus, Humanities, Art and other programs.

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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 $94,541

Program Service Revenue $32,779

Investment Income $7,214

Other Revenue $19,371

TOTAL REVENUE $153,905

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,486

Other Expenses $154,590

TOTAL EXPENSES $154,590

Year-over-Year Comparison

	2023	2022	Change
Revenue	$153,905	$209,780	-0.3%
Expenses	$154,590	$147,471	+0.0%
Net Income	$-685	$62,309	-1.0%

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
Sal Gomez	Financial Secretary	2.50	Officer	$0	$0	$0
Lily Wang	Parliamentarian	2.00	Officer	$0	$0	$0
Dave Sobota	Treasurer	4.00	Officer	$0	$0	$0
Gaurav Agrawal	Auditor	1.00	Officer	$0	$0	$0
Raquel Matteroli	Co-Leadership	1.00	Officer	$0	$0	$0
Pritica Hogg	Historian	1.00	Officer	$0	$0	$0
John Thomas	VP Technology	1.00	Officer	$0	$0	$0
Laura Gao	Executive Vice President	8.00	Officer	$0	$0	$0
Rishi Sampat	President	2.50	Officer	$0	$0	$0
Kinnery Patel	Secretary	2.00	Officer	$0	$0	$0
Kate Jain	VP - Membership	2.00	Officer	$0	$0	$0
Emma Pannell	VP - Communication	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
2025	No data	No data	No data	No data
2024	$153,905	$154,590	$212,052	$-685
2023	$209,780	$147,471	$205,655	$62,309
2022	$132,060	$169,355	$143,346	$-37,295
2021	$77,618	$99,449	$180,641	$-21,831
2020	$253,398	$219,072	$202,472	$34,326
2019	$209,540	$180,118	$168,146	$29,422