PTA WILLOW GLEN ELEMENTARY SCHOOL

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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

1911

Legal Domicile

Principal Officer

GREGORY MERCHEL

Phone

8609304793

Tax Period

2023-07-01 to 2024-06-30

PTA WILLOW GLEN ELEMENTARY SCHOOL, founded in 1911, is a small nonprofit that reported $261K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $239K left a modest 8% surplus.

Mission

TO PROMOTE EDUCATION IN THE SCHOOL BY PROVIDING SUPPORT THROUGH VOLUNTEER EFFORTS SUBSIDIZING SCHOOL SUPPLIES AND EDUCATIONAL MATERIALS AND PROVIDING LEARNING ACTIVITIES FOR ALL STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $210,721 Revenue: $0

TO PROMOTE EDUCATION IN THE SCHOOL BY PROVIDING SUPPORT THROUGH VOLUNTEER EFFORTS SUBSIDIZING SCHOOL SUPPLIES AND EDUCATIONAL MATERIALS AND PROVIDING LEARNING ACTIVITIES FOR ALL STUDENTS.

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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 $121,633

Program Service Revenue $0

Investment Income $0

Other Revenue $139,322

TOTAL REVENUE $260,955

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $210,721

Other Expenses $239,489

TOTAL EXPENSES $239,489

Year-over-Year Comparison

	2023	2022	Change
Revenue	$260,955	$187,082	+0.4%
Expenses	$239,489	$240,735	0.0%
Net Income	$21,466	$-53,653	-1.4%

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

210

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
NATHAN PEREZ	PRESIDENT	5.00	Director	$0	$0	$0
GREGORY MERCHEL	TREASURER	4.00	Director	$0	$0	$0
CAROLINA VILLAR-MATA	SECERTARY	3.00	Director	$0	$0	$0
KENDALL REISSCHL	VICE PRESIDENT	2.00	Director	$0	$0	$0
RENEE LOVE	PARLIAMENTARIAN	2.00	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	$260,955	$239,489	$307,034	$21,466
2023	$187,082	$240,735	$287,821	$-53,653
2022	$108,001	$161,073	$340,602	$-53,072
2021	$70,572	$46,241	$392,620	$24,331
2020	$220,274	$134,820	$371,019	$85,454
2019	$220,498	$219,373	$283,632	$1,125
2018	$199,214	$177,712	$291,602	$21,502