PTA MT WASHINGTON ELEMENTARY (EIN 956208664) - 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

2010

Legal Domicile

Principal Officer

Elizabeth Fillmore

Phone

3232258320

Tax Period

2024-07-01 to 2025-06-30

PTA MT WASHINGTON ELEMENTARY, founded in 2010, is a small nonprofit that reported $232K in total revenue in fiscal year 2024.

Mission

MWPTA RAISES MONEY TO ASSIST OUR SCHOOL BY PROVIDING THINGS LIKE TEACHERS AIDES AND PHYSICAL EDUCATION.

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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 $226,995

Program Service Revenue $0

Investment Income $30

Other Revenue $5,221

TOTAL REVENUE $232,246

Expense Breakdown

Grants Paid $196,275

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $236,929

Other Expenses $35,259

TOTAL EXPENSES $231,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,246	$242,900	0.0%
Expenses	$231,534	$252,541	-0.1%
Net Income	$712	$-9,641	-1.1%

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

334

Independent Members

334

Employees

N/A

Volunteers

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
ELIZABETH FILLMORE	PRESIDENT	10.00	Officer	$0	$0	$0
REGINA CABRERA	1ST VICE PRESIDENT	10.00	Officer	$0	$0	$0
SARAH ROTHBARD	2ND VICE PRESIDENT	10.00	Officer	$0	$0	$0
Sara Simmonds	3RD VICE PRESIDENT	10.00	Officer	$0	$0	$0
Christina Hochleitner	4TH VICE PRESIDENT	10.00	Officer	$0	$0	$0
LAUREN SMALL	SECRETARY	10.00	Officer	$0	$0	$0
Alex Riguero	TREASURER	10.00	Officer	$0	$0	$0
Chi Bui	FINANCIAL SECRETARY	10.00	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	$232,246	$231,534	$83,412	$712
2024	No data	No data	No data	No data
2023	$248,807	$207,822	$110,476	$40,985
2022	$167,746	$187,516	$69,071	$-19,770
2021	$106,127	$169,511	$88,897	$-63,384

PTA MT WASHINGTON ELEMENTARY