Sunnyside Elementary PTA (EIN 946174545) - 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

1967

Legal Domicile

Principal Officer

Siddharth Bajaj

Tax Period

2023-07-01 to 2024-06-30

Sunnyside Elementary PTA, founded in 1967, is a small nonprofit that reported $211K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $180K left a modest 14% surplus.

Mission

THE PTA BRINGS TOGETHER THE COMMUNITY PARTNERS OF OUR 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 $142,409

Program Service Revenue $68,285

Investment Income $20

Other Revenue $0

TOTAL REVENUE $210,714

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,497

Program Expenses $175,157

Other Expenses $178,756

TOTAL EXPENSES $180,253

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,714	$190,935	+0.1%
Expenses	$180,253	$147,304	+0.2%
Net Income	$30,461	$43,631	-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

N/A

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
Abby Boudreau	President	035.00	Director	$0	$0	$0
Siddharth Bajaj	Treasurer	005.00	Director	$0	$0	$0
Chandra Egan	Secretary	005.00	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	$210,714	$180,253	$337,475	$30,461
2023	$190,935	$147,304	$300,358	$43,631
2022	$196,256	$162,470	$256,729	$33,786
2021	$171,714	$22,647	$222,941	$149,067
2020	$339,457	$578,973	$73,873	$-239,516
2019	$278,960	$66,872	$313,526	$212,088
2018	$260,421	$242,282	$158,408	$18,139

Sunnyside Elementary PTA