SAN MARCOS HIGH SCHOOL PTO (EIN 200258130) - 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

RACHEL NAFRADA

Tax Period

2023-07-01 to 2024-06-30

SAN MARCOS HIGH SCHOOL PTO, founded in 2003, is a small nonprofit in the Education sector that reported $202K in total revenue in fiscal year 2023.

Mission

TO ENHANCE THE ACADEMIC AND SOCIAL EXPERIENCE OF STUDENTS AND STAFF AT SAN MARCOS HIGH SCHOOL. ENGAGE IN ALL ACTIVITIES RELATING TO FUNDRAISING AND OTHER SUPPORT FOR THE STUDENTS OF SAN MARCOS 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 $20,154

Program Service Revenue $176,730

Investment Income $10

Other Revenue $4,678

TOTAL REVENUE $201,572

Expense Breakdown

Grants Paid $2,184

Salaries & Benefits $0

Fundraising Expenses $207

Program Expenses $192,493

Other Expenses $193,649

TOTAL EXPENSES $195,833

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,572	N/A	N/A
Expenses	$195,833	N/A	N/A
Net Income	$5,739	N/A	N/A

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

100

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
SONIA OLSON	VP FUNDRAISING	3.00	Director	$0	$0	$0
DENISE MACAMMON	HOSPITALITY	2.00	Director	$0	$0	$0
KRISTY TOMA-TLALKA	VP EVENTS	2.50	Director	$0	$0	$0
BONNIE BAGHERI	ASB DIRECTOR	0.25	Director	$0	$0	$0
JESSE SCHUVELIER	PRINCIPAL	0.25	Director	$0	$0	$0
JENNIFER LAROCHELLE	VP MEMBERSHIPVOLUNTEER COORD	1.50	Director	$0	$0	$0
LINDSEY SMITH	VP COMMUNICATIONS	1.50	Director	$0	$0	$0
VANESSA SMITH	CO-PRESIDENT	3.75	Officer	$0	$0	$0
RACHEL NAFRADA	PRESIDENT	5.00	Officer	$0	$0	$0
SHANNON LANE	SECRETARY	0.75	Officer	$0	$0	$0
JEN KERSCHBAUM	TREASURER	2.00	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
2024	$201,572	$195,833	$83,018	$5,739
2022	$243,982	$210,500	$89,193	$33,482
2020	$279,361	$316,785	$77,311	$-37,424

SAN MARCOS HIGH SCHOOL PTO