SOLANA SANTA FE PARENT TEACHER ORGANIZATION (EIN 330569856) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Phone

8587944700

Tax Period

2024-07-01 to 2025-06-30

SOLANA SANTA FE PARENT TEACHER ORGANIZATION, founded in 1995, is a small nonprofit in the Education sector that reported $284K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $271K left a modest 5% surplus.

Mission

TO PROVIDE SUPPORT TO SOLANA SANTA FE ELEMENTARY SCHOOL THROUGH GRANTS AND PROGRAM AID.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $293,843

Program Service Revenue $0

Investment Income $4,437

Other Revenue $-14,017

TOTAL REVENUE $284,263

Expense Breakdown

Grants Paid $191,477

Salaries & Benefits $0

Fundraising Expenses $27,483

Program Expenses $237,395

Other Expenses $79,934

TOTAL EXPENSES $271,411

Year-over-Year Comparison

	2024	2023	Change
Revenue	$284,263	$308,200	-0.1%
Expenses	$271,411	$268,418	+0.0%
Net Income	$12,852	$39,782	-0.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
KATE AFSHAR	PRESIDENT	1.00	Officer Director	$0	$0	$0
FRANK KEPHART	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
ALISON HABEGER	TREASURER	1.00	Officer Director	$0	$0	$0
MARIA HOLGERSSON	SECRETARY/3RD GRADE REP.	1.00	Director	$0	$0	$0
GEN LIPKOVICIUS	GRADE K REP.	1.00	Director	$0	$0	$0
NICOLE DEFAZIO	1ST GRADE REP.	1.00	Director	$0	$0	$0
EILEEN SEARLE	SECRETARY/2ND GRADE REP.	1.00	Director	$0	$0	$0
NEDA AFSHAR	4TH GRADE REP.	1.00	Director	$0	$0	$0
ANNA LARSSON	6TH GRADE REP.	1.00	Director	$0	$0	$0
TAMI KATOUSIAN	5TH GRADE REP.	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	$284,263	$271,411	$358,860	$12,852
2024	No data	No data	No data	No data
2023	$240,449	$210,745	$306,610	$29,704
2022	$206,632	$192,172	$276,906	$14,460
2021	$15,310	$76,952	$262,446	$-61,642
2020	$218,829	$162,558	$324,088	$56,271
2019	$199,391	$198,933	$267,817	$458
2018	$232,131	$219,095	$267,359	$13,036

SOLANA SANTA FE PARENT TEACHER ORGANIZATION