Walter Hays 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

1929

Legal Domicile

Tax Period

2021-07-01 to 2022-06-30

Walter Hays Elementary School PTA, founded in 1929, is a micro nonprofit that reported $89K in total revenue in fiscal year 2021. Revenue surged 169% from the prior year, signaling strong growth momentum. Expenses of $81K left a modest 9% surplus.

Mission

to support students, staff and parents

Program Service Accomplishments

Program 1

Expenses: $61,000

The PTA funds improvements, curriculum supplies, instructional materials, and other activities directly with the host school

Program 2

Expenses: $16,619

The PTA funds Community Building activities, fifth Grade activities, and other events to enrich the school experience.

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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 $74,705

Program Service Revenue $5,822

Investment Income $2

Other Revenue $8,407

TOTAL REVENUE $88,936

Expense Breakdown

Grants Paid $61,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,619

Other Expenses $20,103

TOTAL EXPENSES $81,103

Year-over-Year Comparison

	2021	2020	Change
Revenue	$88,936	$33,049	+1.7%
Expenses	$81,103	$77,349	+0.0%
Net Income	$7,833	$-44,300	-1.2%

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
Jenine Young	Fundraising VP	1.50	Officer	$0	$0	$0
Masha Fisch	Co Fundraising VP	1.00	Officer	$0	$0	$0
Laurie Phillips	VP Core Values	3.00	Officer	$0	$0	$0
Maddie Elles-Hill	VP Events	1.00	Officer	$0	$0	$0
Pranita Garg	Community Building	1.50	Officer	$0	$0	$0
Pratik Shah	Community Building	1.00	Officer	$0	$0	$0
Monica Brown	Secretary	2.50	Officer	$0	$0	$0
Tinwin Wang	Parliamentarian	1.00	Officer	$0	$0	$0
Dave Fisch	VP Health and Safety	1.00	Officer	$0	$0	$0
Michael Minar	Co Treasurer	2.50	Officer	$0	$0	$0
Eugene Spevakov	Co Treasurer	2.00	Officer	$0	$0	$0
Lucia Ugarte	Co President	16.00	Officer	$0	$0	$0
Radhika Vullikanti	Co President	16.00	Officer	$0	$0	$0
Joyce Liang	VP Communications	4.00	Officer	$0	$0	$0
Mandeep Dhanjal	Parent Ed VP	0.00	Officer	$0	$0	$0
Tina Hua	VP Volunteer Services	5.00	Officer	$0	$0	$0
Lillian Lee	VP Volunteer Services	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	$88,936	$81,103	$45,792	$7,833
2021	$33,049	$77,349	$37,959	$-44,300
2020	$143,659	$139,148	$82,259	$4,511
2019	$191,203	$165,137	$77,748	$26,066