LOWELL HIGH SCHOOL PTA (EIN 946172151) - 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

1924

Legal Domicile

Principal Officer

Madaline Relosa

Phone

4157592730

Tax Period

2024-07-01 to 2025-06-30

LOWELL HIGH SCHOOL PTA, founded in 1924, is a small nonprofit that reported $413K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 17% operating margin.

Mission

To positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership,and communication.

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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 $331,532

Program Service Revenue $0

Investment Income $39

Other Revenue $81,611

TOTAL REVENUE $413,182

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $313,233

Other Expenses $291,274

TOTAL EXPENSES $341,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$413,182	$291,391	+0.4%
Expenses	$341,274	$181,041	+0.9%
Net Income	$71,908	$110,350	-0.3%

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

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
Sara Hall	President	3.00	Officer Director	$0	$0	$0
Austina Alexis	Exec VP	1.00	Officer Director	$0	$0	$0
Raymond Chan	VP Grants	1.00	Officer Director	$0	$0	$0
Madaline Relosa	Treasurer	1.00	Officer Director	$0	$0	$0
Pamela Kashiwabara	Finl Secretary	1.00	Officer Director	$0	$0	$0
Shanshan Zou	VP Special Prog	1.00	Officer Director	$0	$0	$0
Jessica Tam	Recording Sec	1.00	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	$413,182	$341,274	$350,189	$71,908
2024	$291,391	$181,041	$278,381	$110,350
2023	$250,137	$359,360	$168,031	$-109,223
2022	$358,657	$426,111	$234,704	$-67,454
2020	$156,266	$140,142	$250,103	$16,124
2019	$169,435	$180,093	$233,979	$-10,658

LOWELL HIGH SCHOOL PTA