OAK KNOLL SCHOOL PARENT TEACHER ORGANIZATION (EIN 201192341) - 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

2004

Legal Domicile

Principal Officer

MEREDITH NONNENBERG

Phone

6508544433

Tax Period

2023-08-01 to 2024-07-31

OAK KNOLL SCHOOL PARENT TEACHER ORGANIZATION, founded in 2004, is a small nonprofit in the Education sector that reported $243K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum.

Mission

THE OAK KNOLL SCHOOL PARENT TEACHER ORGANIZATION IS A CHILD ADVOCACY ORGANIZATION WHOSE FOCUS IS WORKING WITH THE SCHOOL AND PARENTS FOR THE WELL-BEING AND EDUCATION OF CHILDREN AND YOUTH.

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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 $185,789

Program Service Revenue $52,522

Investment Income $5,290

Other Revenue $-1,072

TOTAL REVENUE $242,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,689

Program Expenses $212,446

Other Expenses $246,127

TOTAL EXPENSES $246,127

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,529	$181,642	+0.3%
Expenses	$246,127	$180,877	+0.4%
Net Income	$-3,598	$765	-5.7%

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

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
BECKY BULLARD	PARLIAMENTARIAN	15.00	Officer Director	$0	$0	$0
MEREDITH NONNENBERG	PRESIDENT	15.00	Officer Director	$0	$0	$0
LAURA LOW AH KEE	VICE PRESIDENT	2.50	Officer Director	$0	$0	$0
CINDY TSAI	SECRETARY	2.00	Officer Director	$0	$0	$0
LESLEY GEIVETT	TREASURER	1.00	Officer Director	$0	$0	$0
MAREN GERNITIS	AUDITOR	2.00	Officer Director	$0	$0	$0
JENNIFER BASKIN	OCC PTO ENGAGEMENT LEAD	1.00	Officer Director	$0	$0	$0
SUZY FRANCISCO	COMMUNICATIONS CHAIR	2.00	Officer Director	$0	$0	$0
ALICIA PAYTON-MIYAZAKI	OAK KNOLL PRINCIPAL	1.00	Officer Director	$0	$0	$0
CELESTE LOPEZ	TEACHER REPRESENTATIVE	1.00	Officer 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
2024	$242,529	$246,127	$334,054	$-3,598
2023	$181,642	$180,877	$337,651	$765
2022	$192,592	$174,203	$336,886	$18,389
2021	$154,510	$139,753	$318,497	$14,757
2020	$212,821	$133,392	$303,740	$79,429
2019	$223,300	$210,838	$224,311	$12,462

OAK KNOLL SCHOOL PARENT TEACHER ORGANIZATION