SAN MATEO HIGH SCHOOL PTO AND FOUNDATION FOR EXCELLENCE (EIN 200027218) - 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

2003

Legal Domicile

Principal Officer

ELSBETH IANNONE

Phone

9085149054

Tax Period

2023-07-01 to 2024-06-30

SAN MATEO HIGH SCHOOL PTO AND FOUNDATION FOR EXCELLENCE, founded in 2003, is a small nonprofit in the Education sector that reported $386K in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $123K, a strong 32% operating margin.

Mission

To further charitable and educational purposes to support the students, parents, teachers, staff and programs of San Mateo High School

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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 $356,760

Program Service Revenue $0

Investment Income $-2,530

Other Revenue $31,952

TOTAL REVENUE $386,182

Expense Breakdown

Grants Paid $213,947

Salaries & Benefits $0

Fundraising Expenses $4,050

Program Expenses $239,898

Other Expenses $49,341

TOTAL EXPENSES $263,288

Year-over-Year Comparison

	2023	2022	Change
Revenue	$386,182	$269,679	+0.4%
Expenses	$263,288	$417,437	-0.4%
Net Income	$122,894	$-147,758	-1.8%

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

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
ELSBETH IANNONE	Co-President	6.00	Officer Director	$0	$0	$0
ROHINI JATKAR	Treasurer	4.00	Officer Director	$0	$0	$0
DEENA BERTOLINA	Vice President	4.00	Officer Director	$0	$0	$0
FLORA CHEN	Co-President	6.00	Officer Director	$0	$0	$0
SUSAN SANCHEZ	Director	1.00	Director	$0	$0	$0
CHRISSA QIU	Director	1.00	Director	$0	$0	$0
HARPREET MCDERMOTT	Director	1.00	Director	$0	$0	$0
LICIA DAVIDSON	Director	1.00	Director	$0	$0	$0
VANESSA SHEW	Director	1.00	Director	$0	$0	$0
WENDIE LEUNG	Director	1.00	Director	$0	$0	$0
MONICA RAMOS	VICE TREASURER	1.00	Officer Director	$0	$0	$0
LISA SALLES	Director	1.00	Director	$0	$0	$0
CHRISTINE SIMMONS	Director	1.00	Director	$0	$0	$0
ANN LLOYD	Director	1.00	Director	$0	$0	$0
KAREN TOLEDO	Director	1.00	Director	$0	$0	$0
LEIGH ROSLANSKY	Director	1.00	Director	$0	$0	$0
DEBBIE MELAMUD	Secretary	4.00	Officer Director	$0	$0	$0
TAO WANG	Vice President	4.00	Officer Director	$0	$0	$0
LI ZHANG	Director	1.00	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	No data	No data	No data	No data
2024	$386,182	$263,288	$501,298	$122,894
2023	$269,679	$417,437	$359,278	$-147,758
2022	$285,333	$174,175	$505,822	$111,158
2021	$219,870	$388,644	$413,455	$-168,774
2020	$342,096	$182,681	$583,418	$159,415
2019	$306,499	$276,123	$424,003	$30,376

SAN MATEO HIGH SCHOOL PTO AND FOUNDATION FOR EXCELLENCE