EL MORRO ELEMENTARY PTA (EIN 956152268) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Phone

9494977780

Tax Period

2024-07-01 to 2025-06-30

EL MORRO ELEMENTARY PTA, founded in 1963, is a small nonprofit that reported $109K in total revenue in fiscal year 2024. The organization ran a surplus of $32K, a strong 29% operating margin.

Mission

TO REPRESENT OUR MEMBERS AND TO EMPOWER AND SUPPORT THEM WITH SKILLS IN ADVOCACY, LEADERSHIP, AND COMMUNICATION TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $127,062

Program Service Revenue $7,003

Investment Income $5

Other Revenue $-25,388

TOTAL REVENUE $108,682

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,544

Other Expenses $75,787

TOTAL EXPENSES $76,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$108,682	$101,184	+0.1%
Expenses	$76,787	$125,188	-0.4%
Net Income	$31,895	$-24,004	-2.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ALLISON EGGERS	PRESIDENT	4.00	Officer	$0	$0	$0
KORTNEY LILLESTRAND	SECRETARY	4.00	Officer	$0	$0	$0
SARAH MILLIGAN O'CONNELL	PARLIAMENTARIAN	1.00	Officer	$0	$0	$0
MAUREEN STARACE	TREASURER	5.00	Officer	$0	$0	$0
ANNE-GAELLE CARLTON	FINANCIAL SECRETARY	1.00	Officer	$0	$0	$0
EMILY ROLFING	VICE PRESIDENT	4.00	Officer	$0	$0	$0
JEN NAHAS	HISTORIAN	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	$108,682	$76,787	$126,068	$31,895
2024	$101,184	$125,188	$93,664	$-24,004
2023	$98,257	$124,022	$117,668	$-25,765
2022	$183,670	$163,467	$150,724	$20,203
2021	$19,493	$39,458	$130,579	$-19,965
2020	$134,884	$108,278	$150,820	$26,606
2019	$170,227	$162,366	$122,963	$7,861

EL MORRO ELEMENTARY PTA