ARAGON HIGH SCHOOL PTSO 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

2007

Legal Domicile

Principal Officer

ANNA KWOK

Phone

6505582999

Tax Period

2024-07-01 to 2025-06-30

ARAGON HIGH SCHOOL PTSO INC, founded in 2007, is a small nonprofit in the Education sector that reported $548K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

THE PRIMARY AND SPECIFIC PURPOSE FOR WHICH THIS ORGANIZATION IS FORMED IS TO PROVIDE SUPPORT TO ADMINISTRATORS, TEACHERS, STUDENTS, AND STAFF OF ARAGON HIGH SCHOOL; TO RAISE FUNDS TO SUPPORT PROGRAMS; TO PROVIDE SCHOLARSHIPS FOR STUDENTS; AND TO SUPPORT THE NEEDS OF THE STUDENT BODY. THIS ORGANIZATION SHALL EDUCATE AND INFORM PARENTS ABOUT ARAGON HIGH SCHOOL AND ITS PROGRAMS AND PROMOTE PARENTAL INVOLVEMENT AT THE SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $221,160

CERTIFICATED AND CLASSIFIED STAFF - THE ARAGON EXCELLENCE FUND (AEF) FUNDS NEW CURRICULUM--FUNDS WERE PROVIDED TOWARD CERTIFICATED STAFF MEMBERS AND CLASSIFIED STAFF MEMBERS TO BRING SUPPLEMENTAL...

CERTIFICATED AND CLASSIFIED STAFF - THE ARAGON EXCELLENCE FUND (AEF) FUNDS NEW CURRICULUM--FUNDS WERE PROVIDED TOWARD CERTIFICATED STAFF MEMBERS AND CLASSIFIED STAFF MEMBERS TO BRING SUPPLEMENTAL ACADEMIC PROGRAMMING TO OUR STUDENTS.THIS INCLUDES ADDITIONAL SECTIONS OF ESSENTIAL AND POPULAR CLASSES, INCLUDING ENGLISH, MATH, HISTORY, BIOLOGY, AND MUSIC. SMALLER CLASS SIZES FACILITATE BETTER LEARNING.

Program 2

Expenses: $46,140

TECHNOLOGY - AEF FUNDS SIGNIFICANT INITIATIVES TO BRING TECHNOLOGY AND TOOLS SUCH AS HEADSETS FOR WORLD LANGUAGE CLASSES, PHYSICAL EDUCATION EQUIPMENT, AND SMART BOARDS TO AID TEACHERS' INSTRUCTION AND STUDENTS' ENGAGEMENT. THESE DEVICES ARE USED BY TEACHERS, STAFF, STUDENTS AND PARENT LEADERS THROUGHOUT THE SCHOOL YEAR.

Program 3

Expenses: $69,452 Revenue: $48,875

SENIOR CLASS PROGRAMS AND ACTIVITIES - THE PTSO FUND A VARIETY OF PROGRAMS FOR THE SENIOR CLASS. THE PTSO FUNDS SENIOR SCHOLARSHIPS FOR OUR GRADUATING SENIORS. THERE ARE STUDENT-CENTRIC EVENTS TO...

SENIOR CLASS PROGRAMS AND ACTIVITIES - THE PTSO FUND A VARIETY OF PROGRAMS FOR THE SENIOR CLASS. THE PTSO FUNDS SENIOR SCHOLARSHIPS FOR OUR GRADUATING SENIORS. THERE ARE STUDENT-CENTRIC EVENTS TO INCLUDE SNACKS AND VARIOUS SENIOR ACTIVITIES THROUGHOUT THE YEAR, AND A SENIOR GRAD NIGHT WHICH IS PRIMARILY SUPPORTED THROUGH DONATIONS FROM THE FAMILIES OF THE ATTENDEES.

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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 $466,661

Program Service Revenue $68,750

Investment Income $12,392

Other Revenue $241

TOTAL REVENUE $548,044

Expense Breakdown

Grants Paid $426,654

Salaries & Benefits $0

Fundraising Expenses $8,437

Program Expenses $535,366

Other Expenses $124,182

TOTAL EXPENSES $550,836

Year-over-Year Comparison

	2024	2023	Change
Revenue	$548,044	$598,920	-0.1%
Expenses	$550,836	$474,551	+0.2%
Net Income	$-2,792	$124,369	-1.0%

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

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
LISA SHIRLEY	TREASURER	6.00	Officer Director	$0	$0	$0
ANNA KWOK	PRESIDENT	1.00	Officer Director	$0	$0	$0
KRISTEN RAMSEYER	VP, COMMUNITY BLDG/VOLUNTE	0.50	Officer Director	$0	$0	$0
LISA WRIGHT	VP, COMMS/SECRETARY	1.00	Officer Director	$0	$0	$0
AMY KILLEEN SAUNDERS	VP, ARAGON EXCELLENCE FUND	1.00	Officer Director	$0	$0	$0
MARGARET LO	VP, EVENTS	1.00	Officer Director	$0	$0	$0
LAURA QUANBECK	PARLIMENTARIAN/HISTORIAN	1.00	Director	$0	$0	$0
MICHELLE KE	VP, STUDENT EVENTS	1.00	Officer Director	$0	$0	$0
AFSOON TURNER	VP, COMMUNITY BLDG/VOLUNTE	1.00	Officer Director	$0	$0	$0
ANISE GRAHAM	PRESIDENT	6.00	Officer Director	$0	$0	$0
KAREN LUO	AUDITOR	0.50	Director	$0	$0	$0
DAWN KASTEN	TREASURER	6.00	Officer Director	$0	$0	$0
DR MICHAEL JONES	PRINCIPAL	1.00	Director	$0	$0	$0
STEFAN B	GRADE 12 STUDENT REPRESENTATIVE	1.00	Director	$0	$0	$0
KATE S	GRADE 11 STUDENT REPRESENTATIVE	1.00	Director	$0	$0	$0
AUDREY T	GRADE 10 STUDENT REPRESENTATIVE	1.00	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	$548,044	$550,836	$665,000	$-2,792
2024	$598,920	$474,551	$667,792	$124,369
2023	$507,956	$518,888	$543,423	$-10,932
2022	$481,383	$417,870	$554,355	$63,513
2021	$341,954	$372,902	$490,842	$-30,948
2020	$466,370	$488,741	$521,790	$-22,371
2019	$474,999	$360,142	$544,161	$114,857
2018	$531,353	$680,102	$429,304	$-148,749