WOODSIDE SCHOOL PTA

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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

1976

Legal Domicile

Phone

6508511571

Tax Period

2024-07-01 to 2025-06-30

WOODSIDE SCHOOL PTA, founded in 1976, is a micro nonprofit that reported $39K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $34K left a modest 14% surplus.

Mission

TO PROVIDE EDUCATIONAL ENRICHMENT, TEACHER AND STUDENT SUPPORT, AND COMMUNITY AND PUBLIC INVOLVEMENT TO WOODSIDE ELEMENTARY SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $32,178 Revenue: $24,704

PARENT EDUCATION, CHILDREN'S PROGRAMS, TEACHER APPRECIATION, FIELD TRIP SCHOLARSHIPS, FAMILY EVENTS, ART PROGRAMS, AND OTHER CHARITABLE DONATIONS

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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 $50

Program Service Revenue $24,618

Investment Income $0

Other Revenue $14,640

TOTAL REVENUE $39,308

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,178

Other Expenses $33,824

TOTAL EXPENSES $33,824

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,308	$44,674	-0.1%
Expenses	$33,824	$30,842	+0.1%
Net Income	$5,484	$13,832	-0.6%

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
LIZ KERR	PRESIDENT	5.00	Officer	$0	$0	$0
ANNA OUELLETTE-MASSIOU	SECRETARY	2.00	Officer	$0	$0	$0
ELIZABETH KASKE	TREASURER	2.00	Officer	$0	$0	$0
SUGEILY BENITEZ	FINANCIAL SECRETARY	2.00	Officer	$0	$0	$0
KRISTEN DUNN	AUDITOR	2.00	Officer	$0	$0	$0
RACHEL REAM	VP/MAY DAY	2.00	Officer	$0	$0	$0
MARY WILSON	VP/ROOM PARENTS	2.00	Officer	$0	$0	$0
DITI BERMAN	VP/STUDENT PROGRAMS	2.00	Officer	$0	$0	$0
SARAH STEVENSON	VP/FUNDRAISING	2.00	Officer	$0	$0	$0
ANA ARGUELLO	VP/COMMUNITY EVENTS & HOSP	2.00	Officer	$0	$0	$0
YONAIRA BELL	VP/COMMUNITY EVENTS & HOSP	2.00	Officer	$0	$0	$0
SEAN MCBRIDE	VP/GREEN COMMITTEE	2.00	Officer	$0	$0	$0
CHRISTINA HENGEHOLD	PARLIAMENTARIAN	2.00	Officer	$0	$0	$0
RACHEL REAM	VICE PRESIDENT & MEMBERSHI	3.00	Officer	$0	$0	$0
MICHELLE AHLSTROM	WEBMASTER	2.00	Officer	$0	$0	$0
BETH NASH	VP/CLASS BUDGETS	2.00	Officer	$0	$0	$0
KATIE JOHNSON	OUTREACH	2.00	Officer	$0	$0	$0
SONEE ARCE	VP/STUDENT PROGRAMS	2.00	Officer	$0	$0	$0
MELODY WESTERVELT	HISTORIAN	2.00	Officer	$0	$0	$0
GERI NOURI	VP/FUNDRAISING	2.00	Officer	$0	$0	$0
JESSICA MCBRIDE	VP/GREEN COMMITTEE	2.00	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	$39,308	$33,824	$67,907	$5,484
2024	$44,674	$30,842	$62,423	$13,832
2023	$22,016	$48,374	$48,591	$-26,358
2022	$20,569	$23,686	$79,538	$-3,117
2021	$15,657	$8,602	$82,694	$7,055
2020	$21,347	$25,820	$75,448	$-4,473
2019	$37,877	$24,609	$79,921	$13,268
2018	$35,835	$29,740	$66,653	$6,095