SOUTH MOUNTAIN SCHOOL PTO (EIN 223576459) - 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

1998

Legal Domicile

Principal Officer

JESSICA CHAN

Phone

2023656842

Tax Period

2024-07-01 to 2025-06-30

SOUTH MOUNTAIN SCHOOL PTO, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $297K in total revenue in fiscal year 2024. The organization ran a surplus of $61K, a strong 20% operating margin.

Mission

FUNDING EDUCATIONAL PROGRAMS AND STUDENT ENRICHMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $19,919

Program Service Revenue $277,431

Investment Income $0

Other Revenue $0

TOTAL REVENUE $297,350

Expense Breakdown

Grants Paid $14,187

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $221,913

Other Expenses $222,482

TOTAL EXPENSES $236,669

Year-over-Year Comparison

	2024	2023	Change
Revenue	$297,350	$309,881	0.0%
Expenses	$236,669	$349,807	-0.3%
Net Income	$60,681	$-39,926	-2.5%

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
JESSICA CHAN	CO-PRESIDENT	0.50	Officer Director	$0	$0	$0
LAUREN SATTLER	CO-PRESIDENT	0.50	Officer Director	$0	$0	$0
KUNAL CHANGELA	CO-VP-COMMUN	0.50	Officer Director	$0	$0	$0
HIBIKI FUJITA	CO-VP-COMMUN	0.50	Officer Director	$0	$0	$0
LISA BIANCANI	CO-VP FUNDRA	0.50	Officer Director	$0	$0	$0
KELLY LEUNG	CO-VP FUNDRA	0.50	Officer Director	$0	$0	$0
DIVYA MEHROTRA	CO-VP-PROGRA	0.50	Officer Director	$0	$0	$0
LUCIANA GODOY	CO-VP-PROGRA	0.50	Officer Director	$0	$0	$0
JOHN VERGARA	SECRETARY	0.50	Officer Director	$0	$0	$0
KRITI SHUKLA	CO-TREASURER	0.50	Officer Director	$0	$0	$0
CHRISTINE HUOT	CO-TREASUER	0.50	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
2025	$297,350	$236,669	$186,696	$60,681
2024	$309,881	$349,807	$126,015	$-39,926
2023	$343,907	$234,952	$279,160	$108,955
2022	$209,562	$134,880	$170,205	$74,682
2021	$49,993	$54,132	$95,523	$-4,139
2020	$117,398	$97,431	$99,662	$19,967
2019	$161,173	$136,211	$79,695	$24,962

SOUTH MOUNTAIN SCHOOL PTO