HILLVIEW MIDDLE SCHOOL PARENT TEACHER ORGANIZATION (EIN 201194928) - 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

2000

Legal Domicile

Principal Officer

JORY MACDONALD

Phone

6503264341

Tax Period

2023-08-01 to 2024-07-31

HILLVIEW MIDDLE SCHOOL PARENT TEACHER ORGANIZATION, founded in 2000, is a small nonprofit in the Education sector that reported $346K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $53K, a strong 15% operating margin.

Mission

TO PROMOTE AND SUPPORT THE EDUCATION AND WELFARE OF THE STUDENTS AT HILLVIEW MIDDLE SCHOOL AND TO FACILITATE COMMUNICATION AND ENCOURAGE COOPERATION AMONG PARENTS, TEACHERS, ADMINISTRATORS, THE MENLO PARK CITY SCHOOL DISTRICT BOARD OF EDUCATION AND THE COMMUNITY.

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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 $167,011

Program Service Revenue $177,584

Investment Income $1,612

Other Revenue $0

TOTAL REVENUE $346,207

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $290,104

Other Expenses $293,146

TOTAL EXPENSES $293,146

Year-over-Year Comparison

	2023	2022	Change
Revenue	$346,207	$406,520	-0.1%
Expenses	$293,146	$326,144	-0.1%
Net Income	$53,061	$80,376	-0.3%

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
SARAH THAYER	PARLIAMENTARIAN	10.00	Director	$0	$0	$0
KATHERINE BICER	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
AZADEH RASMUSSEN	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
MELITTA STEVENS	VICE PRESIDENT	6.00	Officer Director	$0	$0	$0
JORDAN MACDONALD	TREASURER	3.00	Officer Director	$0	$0	$0
RACHEL MACLAY	FINANCIAL SECRETARY	1.00	Officer Director	$0	$0	$0
EMILY MOBERG ROBINSON	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
JOSIE CHEUNG	AUDITOR	1.00	Director	$0	$0	$0
ALLISON JAGTIANI	STUDENT COMMUNITY COORDINATOR	2.00	Director	$0	$0	$0
MARIA LEHMKUHL	VOLUNTEER COORDINATOR APPR	2.00	Director	$0	$0	$0
JOYCE WONG	AFTER SCHOOL ATHLETICS COO	5.00	Director	$0	$0	$0
SI WILBUR	PARENT ENGAGEMENT COORDINATOR	1.00	Director	$0	$0	$0
NEELIMA AKKANNAPRAGADA	VICE TREASURER	2.00	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	$346,207	$293,146	$278,067	$53,061
2023	$406,520	$326,144	$225,006	$80,376
2022	$343,500	$435,299	$144,630	$-91,799
2021	$232,130	$196,531	$236,429	$35,599
2020	$388,762	$394,183	$200,830	$-5,421
2019	$412,335	$384,669	$207,446	$27,666
2018	$370,341	$309,466	$179,780	$60,875

HILLVIEW MIDDLE SCHOOL PARENT TEACHER ORGANIZATION