Wilson School Ohana PTA (EIN 205459884) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

Lea Wong

Phone

8087287504

Tax Period

2019-07-01 to 2020-06-30

Wilson School Ohana PTA, founded in 2006, is a micro nonprofit that reported $75K in total revenue in fiscal year 2019. Revenue decreased 14% compared to the prior year.

Mission

To support students, parents, staff and administration of the School in order to enrich the learning environment of and to promote the welfare and education of its students.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $59,764

Program Service Revenue $0

Investment Income $0

Other Revenue $14,782

TOTAL REVENUE $74,546

Expense Breakdown

Grants Paid $53,693

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,579

Other Expenses $19,886

TOTAL EXPENSES $73,579

Year-over-Year Comparison

	2019	2018	Change
Revenue	$74,546	$86,332	-0.1%
Expenses	$73,579	$87,483	-0.2%
Net Income	$967	$-1,151	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Bryan Hata	Director	1	Director	$0	$0	$0
Holly Ann Cruz	Director	1	Director	$0	$0	$0
Jennifer Dotson	Director	1	Director	$0	$0	$0
Julie Kusuda	Co-Treasurer	3	Director	$0	$0	$0
Keri Goo	Corresponding Secretary	3.00	Director	$0	$0	$0
Laurie Marcoullier	Director	1	Director	$0	$0	$0
Lea Wong	Co-Treasurer	3	Director	$0	$0	$0
Lianne Asato	Director	1	Director	$0	$0	$0
Marlo Mizuno	Director	1	Director	$0	$0	$0
Raena Takai	Vice President	3	Director	$0	$0	$0
Susan Dunn	Director	1	Director	$0	$0	$0
Terri Asato	President	5	Director	$0	$0	$0
Tory Nosse	Director	1	Director	$0	$0	$0
Tracey Matsui	Recording Secretary	3	Director	$0	$0	$0
Victor Yeung	Director	1	Director	$0	$0	$0
Edene Nagai	Director	1	Director	$0	$0	$0
Elston Fujimoto	Director	1	Director	$0	$0	$0
Marissa Faleolo	Director	1	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
2020	$74,546	$73,579	$12,205	$967
2019	$86,332	$87,483	$11,238	$-1,151
2018	$116,092	$111,979	$12,389	$4,113

Wilson School Ohana PTA