Santa Rita Elementary PTA (EIN 946174402) - 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

1957

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Santa Rita Elementary PTA, founded in 1957, is a small nonprofit in the Education sector that reported $189K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $174K left a modest 8% surplus.

Mission

to support students, staff and parents at Santa Rita Elementary School

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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 $105,236

Program Service Revenue $0

Investment Income $567

Other Revenue $83,362

TOTAL REVENUE $189,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,661

Other Expenses $174,403

TOTAL EXPENSES $174,403

Year-over-Year Comparison

	2023	2022	Change
Revenue	$189,165	$164,626	+0.1%
Expenses	$174,403	$223,553	-0.2%
Net Income	$14,762	$-58,927	-1.3%

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
Yang Liu	VP Community Building	1.00	Officer	$0	$0	$0
Aleks Stanojevic	Treasurer	15.00	Officer	$0	$0	$0
Olga Platon	VP Finance	15.00	Officer	$0	$0	$0
Alice Lee and Yang Liu	International Liaison	5.00	Officer	$0	$0	$0
Jake Hsen	Incoming Treasurer	0.00	Officer	$0	$0	$0
Marlo Kohn	Webmaster	1.00	Officer	$0	$0	$0
Cassandra Marsden Mike Beman	Kindergarten Liaison	1.00	Officer	$0	$0	$0
Amber McDonald	Historian	5.00	Officer	$0	$0	$0
Masha Finkelstein	VP Corporate Matching	5.00	Officer	$0	$0	$0
Herb Marshall	Executive Vice President	20.00	Officer	$0	$0	$0
Kelly Sanders	President	20.00	Officer	$0	$0	$0
Stephanie Hansen	VP Communications	15.00	Officer	$0	$0	$0
Alison Gardner Biggs	Parliamentarian	5.00	Officer	$0	$0	$0
Lyssa and Kevin Vanderbeek	Auditor	5.00	Officer	$0	$0	$0
Michelle Howarth	Secretary	5.00	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	$189,165	$174,403	$278,513	$14,762
2023	$164,626	$223,553	$263,751	$-58,927
2022	$174,997	$170,465	$322,678	$4,532
2021	$114,507	$103,640	$318,146	$10,867
2020	$271,658	$251,245	$307,279	$20,413
2019	$273,595	$337,527	$286,866	$-63,932

Santa Rita Elementary PTA