SHASTA ELEMENTARY PARENT TEACHER O… - Form 990 Financial Data

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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

Claire Mclean

Phone

5308913141

Tax Period

2024-07-01 to 2025-06-30

SHASTA ELEMENTARY PARENT TEACHER ORGANIZATION, founded in 2007, is a small nonprofit in the Youth Development sector that reported $100K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 25% operating margin.

Mission

Shasta PTO's goal is to provide items and activities that are no longer available or WHERE funding IS NO LONGER provided by the school district. Funds are donated to the school and individual classrooms for field trips, books and other vital supplies. In addition, Shasta PTO is active in generating school pride and support of both students and parents. SCHOOL BY PROVIDING SUPPORT FOR THEIR EDUCATIONAL AND RECREATIONAL NEEDS.

Program Service Accomplishments

Program 1

Expenses: $48,885

REIMBURSEMENTS AND FUNDS AVAILABLE FOR THE PURCHASE OF CLASSROOM SUPPLIES

Program 2

Expenses: $13,286

REIMBURSEMENT AND FUNDS AVAILABLE FOR ENTIRE SCHOOL SUPPLIES

Program 3

Expenses: $7,105

PURCHASES OF PLAYGROUND AND CLASSROOM EQUIPMENT

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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 $758

Program Service Revenue $0

Investment Income $0

Other Revenue $99,550

TOTAL REVENUE $100,308

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $543

Program Expenses $73,011

Other Expenses $75,715

TOTAL EXPENSES $75,715

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,308	$81,402	+0.2%
Expenses	$75,715	$69,042	+0.1%
Net Income	$24,593	$12,360	+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

N/A

Independent Members

N/A

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
Katie Dufault	PRESIDENT	10.0	Officer	$0	$0	$0
Cassie Wood	VICE PRESIDENT	10.0	Officer	$0	$0	$0
Claire McLean	TREASURER	10.0	Officer	$0	$0	$0
Katie Crowell	SECRETARY	10.0	Officer	$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	$100,308	$75,715	$347,017	$24,593
2023	$211,844	$179,504	$310,707	$32,340

SHASTA ELEMENTARY PARENT TEACHER ORGANIZATION