LA COSTA MEADOWS SCHOOL PARENT TEACHERS ORGANIZATION (EIN 330254169) - 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

1992

Legal Domicile

Principal Officer

Morgan Stevenson

Phone

7602902121

Tax Period

2022-07-01 to 2023-06-30

LA COSTA MEADOWS SCHOOL PARENT TEACHERS ORGANIZATION, founded in 1992, is a small nonprofit in the Education sector that reported $227K in total revenue in fiscal year 2022. Expenses of $206K left a modest 9% surplus.

Mission

Parent Teacher Organization - helping to serve our students and help fund additional resources for our school and teachers.

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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 (2022)

Revenue Breakdown

Contributions & Grants $226,605

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $226,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $41,987

Program Expenses $0

Other Expenses $205,967

TOTAL EXPENSES $205,967

Year-over-Year Comparison

	2022	2021	Change
Revenue	$226,605	N/A	N/A
Expenses	$205,967	N/A	N/A
Net Income	$20,638	$0	N/A

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
Cindy Curley	President	20.00	Officer	$0	$0	$0
Megan Marsh	Vice President	20.00	Officer	$0	$0	$0
Morgan Stevenson	Treasurer	10.00	Officer	$0	$0	$0
Erica Cohen	Secretary	10.00	Officer	$0	$0	$0
Crystal Brynildsen	Active Fundraising Co Chair	10.00	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
2024	No data	No data	No data	No data
2023	$226,605	$205,967	$282,123	$20,638
2022	$248,998	$237,206	$214,788	$11,792
2020	$260,199	$266,388	$241,552	$-6,189
2019	$159,314	$176,430	$272,890	$-17,116
2018	$230,122	$199,994	$288,870	$30,128

LA COSTA MEADOWS SCHOOL PARENT TEACHERS ORGANIZATION