Oak Avenue School PTA (EIN 956207647) - 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

1958

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Oak Avenue School PTA, founded in 1958, is a small nonprofit that reported $144K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $232K exceeded revenue, resulting in a 61% operating deficit.

Mission

The Oak Avenue School PTA is an organization devoted to supporting the students, staff and parents of the Oak Avenue School community. Support includes funding for technology, capital improvements and supplies.

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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 $122,496

Program Service Revenue $1,895

Investment Income $78

Other Revenue $19,353

TOTAL REVENUE $143,822

Expense Breakdown

Grants Paid $40,378

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $228,234

Other Expenses $191,703

TOTAL EXPENSES $232,081

Year-over-Year Comparison

	2023	2022	Change
Revenue	$143,822	$216,342	-0.3%
Expenses	$232,081	$208,676	+0.1%
Net Income	$-88,259	$7,666	-12.5%

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

150

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
Maria Moreno	Financial Secretary	4.00	Officer	$0	$0	$0
Shweta Tomar	Treasurer	4.00	Officer	$0	$0	$0
Shaili Desai	Historian	1.00	Officer	$0	$0	$0
Janani Ganesh	Incoming Treasurer	0.00	Officer	$0	$0	$0
Megan DiSimone	Financial Reviewer	1.00	Officer	$0	$0	$0
Patricia Cuadra	Executive Vice President	20.00	Officer	$0	$0	$0
Jocelyn Jackson	President	20.00	Officer	$0	$0	$0
Michelle Han	VP Fundraising	5.00	Officer	$0	$0	$0
Matthew and Mia Newton	Secretary	4.00	Officer	$0	$0	$0
Neha Gupta	VP Social	4.00	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	No data	No data	No data	No data
2024	$143,822	$232,081	$185,725	$-88,259
2023	$216,342	$208,676	$273,984	$7,666
2022	$263,579	$143,170	$253,599	$120,409
2021	$104,597	$114,863	$133,190	$-10,266
2020	$220,189	$198,909	$143,456	$21,280
2019	$262,788	$278,134	$122,176	$-15,346

Oak Avenue School PTA