PLEASANT HILL ELEMENTARY PTA (EIN 946183821) - 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

1920

Legal Domicile

Principal Officer

ROBIN PARKS

Phone

9259343341

Tax Period

2024-07-01 to 2025-06-30

PLEASANT HILL ELEMENTARY PTA, founded in 1920, is a small nonprofit that reported $304K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $373K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO SUPPORT AND ENRICH EDUCATIONAL OPPORTUNTIES OF THE STUDENTS OF PLEASANT HILL ELEMENTARY, INCREASE PARENT PARTICIPATION AND EDUCATE PARENTS.

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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 $73,437

Program Service Revenue $32,002

Investment Income $5,954

Other Revenue $192,291

TOTAL REVENUE $303,684

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $370,709

Other Expenses $373,104

TOTAL EXPENSES $373,104

Year-over-Year Comparison

	2024	2023	Change
Revenue	$303,684	$281,139	+0.1%
Expenses	$373,104	$408,541	-0.1%
Net Income	$-69,420	$-127,402	-0.5%

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

173

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
CAROLYN MCCORMACK	FINC SECRETARY	5.00	Director	$0	$0	$0
JAMIE KELLY	VP PROGRAMS	8.00	Director	$0	$0	$0
DRE NICHOLS	WAYS & MEANS	1.00	Director	$0	$0	$0
JASON SOMMERS	MEMBERSHIP	2.00	Director	$0	$0	$0
SHELLY HUPPERT	HEAD ROOM PAREN	2.00	Director	$0	$0	$0
ANNA MOROZOVSKY	Vice President	4.00	Director	$0	$0	$0
SHAHROUZ TAVAKOLI	COMMUNICATIONS	6.00	Director	$0	$0	$0
JENNIFER KAPLAN	AUDITOR	6.00	Director	$0	$0	$0
MATT WARNER	Treasurer	4.00	Director	$0	$0	$0
CHRISTINA LAUTI	Parliamentarian	2.00	Director	$0	$0	$0
MONICA BLACK	VP HOSPITALITY	2.00	Director	$0	$0	$0
ROBIN PARKS	President	3.00	Director	$0	$0	$0
NICHOLAS REY	PRINCIPAL	1.00	Director	$0	$0	$0
LIZ MINCHINGTON	Secretary	3.00	Director	$0	$0	$0
LINDSAY SALWASSER	HISTORIAN	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	$303,684	$373,104	$338,615	$-69,420
2024	$281,139	$408,541	$408,035	$-127,402
2023	$287,532	$245,195	$535,437	$42,337
2022	$269,808	$189,206	$493,100	$80,602
2021	$152,812	$105,957	$412,498	$46,855
2020	$204,563	$135,566	$365,643	$68,997
2019	$254,729	$135,360	$296,646	$119,369

PLEASANT HILL ELEMENTARY PTA