PARENT FACULTY ASSOCIATION OF WILLOW ELEMENTARY SCHOOL (EIN 954130990) - 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

1996

Legal Domicile

Principal Officer

WHITNEY PETTIS DANA ULISE

Phone

8188791016

Tax Period

2024-08-01 to 2025-07-31

PARENT FACULTY ASSOCIATION OF WILLOW ELEMENTARY SCHOOL, founded in 1996, is a small nonprofit in the Education sector that reported $327K in total revenue in fiscal year 2024. Expenses of $456K exceeded revenue, resulting in a 40% operating deficit.

Mission

THE ORGANIZATION PROVIDES SUPPORT FOR WILLOW ELEMENTARY SCHOOL LOCATED IN AGOURA HILLS, CA. THE ORGANIZATION RAISES MONEY THROUGH CONTRIBUTIONS AND SPECIAL EVENTS AND USES THE MONEY TO PAY FOR VARIOUS EDUCATIONAL PROGRAMS

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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 $174,420

Program Service Revenue $0

Investment Income $11,311

Other Revenue $140,861

TOTAL REVENUE $326,592

Expense Breakdown

Grants Paid $450,993

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $450,993

Other Expenses $4,818

TOTAL EXPENSES $455,811

Year-over-Year Comparison

	2024	2023	Change
Revenue	$326,592	$317,807	+0.0%
Expenses	$455,811	$319,654	+0.4%
Net Income	$-129,219	$-1,847	+69.0%

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

125

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
WHITNEY PETTIS	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
DANA ULISE	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
JAMES NORRIS	CO-TREASURER	3.00	Officer Director	$0	$0	$0
ASHLEY YANG	CO-TREASURER	3.00	Officer Director	$0	$0	$0
LINDSEY SMITS	VP, COMMUNICATN	3.00	Officer Director	$0	$0	$0
MARY SCIFRES	VP, COMMUNICATN	3.00	Officer Director	$0	$0	$0
BETH WALLS	VP, HOSPITALITY	3.00	Officer Director	$0	$0	$0
HOLLY SLATTEN	VP, HOSPITALITY	3.00	Officer Director	$0	$0	$0
CARLEE MCNAMARA	VP, FUNDRAISING	3.00	Officer Director	$0	$0	$0
JESSICA DUBANE	PARLIAMENTARIAN	3.00	Officer Director	$0	$0	$0
CARRIE CARROL	VP, FUNDRAISING	3.00	Officer Director	$0	$0	$0
LIZ STAUFFER	VPCOMMTY EVENTS	3.00	Officer Director	$0	$0	$0
ABBY AISLEY	VPCOMMTY EVENTS	3.00	Officer Director	$0	$0	$0
MEGAN GROSSBART	VP ROOM PARENTS	3.00	Officer Director	$0	$0	$0
SHAMBRI ROOKE	VPCOMMTY EVENTS	3.00	Officer Director	$0	$0	$0
JOSLYN SHOOP	VPCOMMTY EVENTS	3.00	Officer Director	$0	$0	$0
COURTNEY DAVIS	VP AUCTIONS	3.00	Officer Director	$0	$0	$0
SUZANNE CHIPELLO	VP, FUNDRAISING	3.00	Officer Director	$0	$0	$0
BETH SHAEVITZ	VP, HISTORIAN	3.00	Officer Director	$0	$0	$0
STEPHANIE MAGGIN	VP, AUCTIONS	3.00	Officer Director	$0	$0	$0
LAURENNE RESNICK	VP, SCH SAFETY	3.00	Officer Director	$0	$0	$0
ALLY BARRON	VP, SCHL & DONT	3.00	Officer Director	$0	$0	$0
AMY GERSTEL	VPCOMMTY EVENTS	3.00	Officer Director	$0	$0	$0
NATASHA ANTHONY	VPCOMMTY EVENTS	3.00	Officer Director	$0	$0	$0
ANGEL BREU-FLEIG	VPCOMMTY EVENTS	3.00	Officer Director	$0	$0	$0
KELLY MARTINO	VPSTUDENT RELAT	3.00	Officer Director	$0	$0	$0
ALEXANDRA SCHWARTZ	VP, FUNDRAISING	3.00	Officer Director	$0	$0	$0
KATIE WERNER	VPSTUDENT RELAT	3.00	Officer Director	$0	$0	$0
LIZA ELKINS	VP, OPERATIONS	3.00	Officer Director	$0	$0	$0
KRISTINE THOMAS	MEMBER AT LARGE	3.00	Officer Director	$0	$0	$0
SARA MCCANN	MEMBER AT LARGE	3.00	Officer 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	$326,592	$455,811	$369,454	$-129,219
2024	$317,807	$319,654	$525,758	$-1,847
2023	$379,366	$489,468	$546,965	$-110,102
2022	$293,639	$222,506	$592,047	$71,133
2021	$198,916	$67,327	$520,533	$131,589

PARENT FACULTY ASSOCIATION OF WILLOW ELEMENTARY SCHOOL