LA COSTA MEADOWS SCHOOL PTO

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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

Phone

7602902121

Tax Period

2024-07-01 to 2025-06-30

LA COSTA MEADOWS SCHOOL PTO, founded in 1992, is a small nonprofit in the Education sector that reported $261K in total revenue in fiscal year 2024. Expenses of $295K exceeded revenue, resulting in a 13% operating deficit.

Mission

SUPPORT FOR STUDENTS, FAMILIES AND STAFF

Program Service Accomplishments

Program 1

Expenses: $156,166

SALARY DONATIONS

Program 2

Expenses: $22,449

CIRICULUM SUPPORT

Program 3

Expenses: $16,152

INSTRUCTIONAL SUPPLIES

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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 $250,487

Program Service Revenue $10,669

Investment Income $0

Other Revenue $0

TOTAL REVENUE $261,156

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $50,247

Program Expenses $216,199

Other Expenses $295,034

TOTAL EXPENSES $295,034

Year-over-Year Comparison

	2024	2023	Change
Revenue	$261,156	N/A	N/A
Expenses	$295,034	N/A	N/A
Net Income	$-33,878	N/A	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
REBECCA GENNARO	VICE PRESIDENT	10.00	Officer	$0	$0	$0
MORGAN STEVENSON	PASSIVE FUNDRAISING	10.00	Officer	$0	$0	$0
JULIE NULL	COMMUNICATIONS	10.00	Officer	$0	$0	$0
MELISSA DALTON	ACTIVE FUNDRAISING	10.00	Officer	$0	$0	$0
JULIANNE ONEIL	ACTIVE FUNDRAISING	10.00	Officer	$0	$0	$0
MAKENZIE KELESHIAN	ACTIVITIES	10.00	Officer	$0	$0	$0
MARK HORTON	TREASURER	10.00	Officer	$0	$0	$0
KELLY DOYLE	RECORDING SECRETARY	10.00	Officer	$0	$0	$0
NADA SAXON	ROOM PARENT COORDINATOR	10.00	Officer	$0	$0	$0
STACY BROWN	SPIRIT WEAR COORDINATOR	10.00	Officer	$0	$0	$0
MEGAN MARSH	PRESIDENT	10.00	Officer	$0	$0	$0
JENNIFER FISHER	ACTIVITIES	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
2025	$261,156	$295,034	$207,387	$-33,878
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