VALDEZ PARENT TEACHER ORGANIZATION

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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

2009

Legal Domicile

Principal Officer

MICHAEL MAZZONE

Phone

7204243310

Tax Period

2023-07-01 to 2024-06-30

VALDEZ PARENT TEACHER ORGANIZATION, founded in 2009, is a micro nonprofit in the Education sector that reported $89K in total revenue in fiscal year 2023. The organization ran a surplus of $17K, a strong 20% operating margin.

Mission

SUPPORTS TEACHERS, PARENTS, AND STUDENTS IN OUR MULTICULTURAL COMMUNITY, FOSTERING GREATER COMMUNICATION AND INTERACTION THROUGH REGULAR MEETINGS, SPECIAL EVENTS, AND ACTIVITIES AS WE PROMOTE VALDEZ AS A SCHOOL OF EXCELLENCE.

Program Service Accomplishments

Program 1

Expenses: $71,219

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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 $37,379

Program Service Revenue $19,602

Investment Income $0

Other Revenue $31,524

TOTAL REVENUE $88,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,219

Other Expenses $71,219

TOTAL EXPENSES $71,219

Year-over-Year Comparison

	2023	2022	Change
Revenue	$88,505	$89,039	0.0%
Expenses	$71,219	$70,852	+0.0%
Net Income	$17,286	$18,187	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

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 TREVISO-JONES	Secretary	1.00	Officer Director	$0	$0	$0
VANESSA VARGAS	CO-CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL MAZZONE	Treasurer	1.00	Officer Director	$0	$0	$0
MICHELLE HERNANDEZ	CO-CHAIR	1.00	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	No data	No data	No data	No data
2024	$88,505	$71,219	$42,572	$17,286
2023	$89,039	$70,852	$25,286	$18,187
2022	$43,975	$41,477	$35,099	$2,498
2021	$6,298	$56,746	$4,601	$-50,448