Jefferson Elementary PTA (EIN 946172271) - 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

2011

Legal Domicile

Principal Officer

Xi Wang

Phone

4157592821

Tax Period

2023-07-01 to 2024-06-30

Jefferson Elementary PTA, founded in 2011, is a small nonprofit that reported $266K in total revenue in fiscal year 2023. Expenses of $247K left a modest 7% surplus.

Mission

To provide educational enrichment activities and support to the Jefferson Elementary School and its children.

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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 $176,993

Program Service Revenue $807

Investment Income $2,883

Other Revenue $85,733

TOTAL REVENUE $266,416

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $246,060

Other Expenses $247,466

TOTAL EXPENSES $247,466

Year-over-Year Comparison

	2023	2022	Change
Revenue	$266,416	$247,432	+0.1%
Expenses	$247,466	$40,684	+5.1%
Net Income	$18,950	$206,748	-0.9%

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
Caroline Flagiello	President	5.00	Officer Director	$0	$0	$0
Stacey GalipeauKaren Prince	VP Fundraising	5.00	Officer Director	$0	$0	$0
Jill Thompson	Secretary	2.00	Officer Director	$0	$0	$0
Kristen Kipps	VP-Membership	2.00	Officer Director	$0	$0	$0
Xi Wang	Treasurer	5.00	Officer Director	$0	$0	$0
Patrick Mc Laughlin	VP Finance	5.00	Officer Director	$0	$0	$0
Katie Consalus	Events Chair	2.00	Officer Director	$0	$0	$0
Andrea Pollack	Financial Sec	2.00	Officer Director	$0	$0	$0
Supryia Ray	Mbr at Large	2.00	Officer Director	$0	$0	$0
Laura Verson	Parliamentarian	2.00	Officer Director	$0	$0	$0
Nicole Cook	Events Team	2.00	Officer Director	$0	$0	$0
Hank Holzgrefe	VP Commun	2.00	Officer Director	$0	$0	$0
Annie Nogg	Rm Parent Lead	2.00	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	No data	No data	No data	No data
2024	$266,416	$247,466	$376,808	$18,950
2023	$247,432	$40,684	$357,858	$206,748
2022	$204,551	$325,969	$152,621	$-121,418
2020	$221,806	$97,059	$313,876	$124,747
2019	$238,135	$184,606	$189,129	$53,529

Jefferson Elementary PTA