WILLIAM ANNIN SCHOOL PTO INC

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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

1999

Legal Domicile

Principal Officer

SHANNA PFAU

Phone

9083109410

Tax Period

2023-08-01 to 2024-07-31

WILLIAM ANNIN SCHOOL PTO INC, founded in 1999, is a micro nonprofit in the Education sector that reported $43K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

RAISE FUNDS FOR THE EDUCATIONAL BENEFIT OF THE STUDENTS AND TO PROMOTE THE RELATIONSHIP BETWEEN HOME AND SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $44,817

THE PRO PROVIDED FUNDING TO THE WILLIAM ANNIN SCHOOL FOR EDUCATIONAL MATERIALS, ASSEMBLY PROGRAMS, EXTRACURRICULAR ACTIVITIES SUCH AS THE CHORAL AND CULTURAL ARTS FUNDS AND STUDENT ACTIVITIES SUCH AS...

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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 $35,589

Program Service Revenue $0

Investment Income $0

Other Revenue $7,204

TOTAL REVENUE $42,793

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,817

Other Expenses $46,203

TOTAL EXPENSES $46,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,793	$29,333	+0.5%
Expenses	$46,203	$32,724	+0.4%
Net Income	$-3,410	$-3,391	+0.0%

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
SHANNA PFAU	CO PRESIDENT	5.00	Officer Director	$0	$0	$0
MARISA STEEL	SECRETARY	5.00	Officer Director	$0	$0	$0
NAKEA KIRBY	SPIRIT WEAR	5.00	Officer Director	$0	$0	$0
WANNING WU	CO TREASURER	5.00	Officer Director	$0	$0	$0
ANNIE WONG	CO TREASURER	5.00	Officer Director	$0	$0	$0
SHARON CREEDEN	COMMUNICATIONS	5.00	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	No data	No data	No data	No data
2024	$42,793	$46,203	$37,310	$-3,410
2023	$29,333	$32,724	$40,720	$-3,391
2022	$48,969	$31,982	$44,111	$16,987
2021	$26,818	$21,286	$27,124	$5,532
2020	$41,228	$50,378	$21,592	$-9,150
2019	$41,731	$26,532	$30,742	$15,199
2018	$57,076	$57,208	$15,543	$-132