Washington Elementary School PTA (EIN 946174706) - 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

1954

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Washington Elementary School PTA, founded in 1954, is a small nonprofit that reported $180K in total revenue in fiscal year 2023.

Mission

To support the students, staff and parents at Washington 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 $106,104

Program Service Revenue $20,633

Investment Income $0

Other Revenue $52,917

TOTAL REVENUE $179,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $176,713

Other Expenses $179,118

TOTAL EXPENSES $179,118

Year-over-Year Comparison

	2023	2022	Change
Revenue	$179,654	$180,886	0.0%
Expenses	$179,118	$238,930	-0.3%
Net Income	$536	$-58,044	-1.0%

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
Alice Wong	Room Parent Coordinator	0.50	Officer	$0	$0	$0
Neal Jagtap	Parliamentarian	0.50	Officer	$0	$0	$0
Jeremy Neal	African American Unity Group	0.50	Officer	$0	$0	$0
Amanda Richardson	Communications	0.50	Officer	$0	$0	$0
Kelly McNeese	Historian	0.50	Officer	$0	$0	$0
James Pine	Treasurer	4.00	Officer	$0	$0	$0
Jennifer Sharma	President	4.00	Officer	$0	$0	$0
Karl Garske	Financial Secretary	2.00	Officer	$0	$0	$0
Louise Newlands	Secretary	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	No data	No data	No data	No data
2024	$179,654	$179,118	$158,299	$536
2023	$180,886	$238,930	$157,763	$-58,044
2022	$158,481	$139,576	$215,807	$18,905
2021	$227,997	$218,843	$188,716	$9,154

Washington Elementary School PTA