Loyola Elementary School PTA (EIN 946172154) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1948

Legal Domicile

Phone

6502542400

Tax Period

2024-07-01 to 2025-06-30

Loyola Elementary School PTA, founded in 1948, is a small nonprofit that reported $217K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $192K left a modest 12% surplus.

Mission

The Parent Teacher Association (PTA) is the nations oldest, largest, and highest profile volunteer organization working on behalf of public schools, children, and families. The Loyola Elementary School PTA works to support students, staff and parents.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $194,100

Program Service Revenue $30,524

Investment Income $2,168

Other Revenue $-10,257

TOTAL REVENUE $216,535

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $183,457

Other Expenses $191,530

TOTAL EXPENSES $191,530

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,535	$180,557	+0.2%
Expenses	$191,530	$180,944	+0.1%
Net Income	$25,005	$-387	-65.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Christine Corbett	Co President	15.00	Officer	$0	$0	$0
Jasmin Birke	Secretary	2.00	Officer	$0	$0	$0
Bethany Steichen	Treasurer	10.00	Officer	$0	$0	$0
Shabnam Nemati	VP Membership	1.00	Officer	$0	$0	$0
Mary Erginsoy	Financial Secretary	3.00	Officer	$0	$0	$0
Nicolas Fritsch	Auditor	2.00	Officer	$0	$0	$0
Stephanie Elefant	Historian	1.00	Officer	$0	$0	$0
Vijay Devrapalli	Parliamentarian	1.00	Officer	$0	$0	$0
Elizabeth Hwang and Winnie Cheng	Co Vice Presidents	5.00	Officer	$0	$0	$0
Prajakta Ranade and Aneta Lemler	Co VPs - Revenue	2.00	Officer	$0	$0	$0
Marvin Pena	Co President	15.00	Officer	$0	$0	$0
S and Elif Kimyacioglu	Co VPs - Non Revenue	4.00	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	$216,535	$191,530	$176,185	$25,005
2024	$180,557	$180,944	$151,180	$-387
2023	$190,601	$139,144	$151,567	$51,457
2022	$140,515	$150,706	$100,110	$-10,191
2021	$71,205	$105,894	$110,301	$-34,689
2020	$194,960	$152,209	$144,990	$42,751
2019	$240,742	$250,047	$102,239	$-9,305

Loyola Elementary School PTA