Berkeley Arts Magnet Elementary PTA (EIN 946174776) - 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

2010

Legal Domicile

Phone

5106446225

Tax Period

2024-07-01 to 2025-06-30

Berkeley Arts Magnet Elementary PTA, founded in 2010, is a small nonprofit that reported $251K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $219K left a modest 13% surplus.

Mission

To support the students, teachers and parents at Berkeley Arts Magnet Elementary

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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 (2024)

Revenue Breakdown

Contributions & Grants $174,347

Program Service Revenue $43,531

Investment Income $10,645

Other Revenue $22,131

TOTAL REVENUE $250,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $988

Program Expenses $205,118

Other Expenses $218,638

TOTAL EXPENSES $218,638

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,654	$195,332	+0.3%
Expenses	$218,638	$139,041	+0.6%
Net Income	$32,016	$56,291	-0.4%

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
Heather Mills	President	2.50	Officer	$0	$0	$0
Genia Gilbert	VP Community Building and Events	2.50	Officer	$0	$0	$0
Erin Vacca	Secretary	1.00	Officer	$0	$0	$0
Castle Sinicrope	Treasurer	3.00	Officer	$0	$0	$0
Sandy Valente	VP Fundraising	1.00	Officer	$0	$0	$0
Kianna Reed	VP ClassroomTeacher Support	1.00	Officer	$0	$0	$0
Libby Edelson	VP CommunicationOutreach	1.00	Officer	$0	$0	$0
Rainbow Rubin	VP Health & Wellness	1.00	Officer	$0	$0	$0
Jen Bloomer	VP Justice Equity and Inclusion	1.00	Officer	$0	$0	$0
Mara Greenaway	VP Welcoming Families	1.00	Officer	$0	$0	$0
Vanessa Vega	VP Community Building and Events	1.00	Officer	$0	$0	$0
Mandisa Leachman	Historian	1.00	Officer	$0	$0	$0
Marion Read	Parliamentarian	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
2025	$250,654	$218,638	$441,440	$32,016
2024	$195,332	$139,041	$409,424	$56,291
2023	$165,826	$141,698	$353,133	$24,128
2022	$131,479	$124,489	$329,005	$6,990
2021	$97,246	$92,943	$322,015	$4,303
2020	$222,470	$93,821	$317,712	$128,649
2019	$243,034	$211,726	$189,063	$31,308

Berkeley Arts Magnet Elementary PTA