OLIVENHAIN PIONEER ELEMENTARY SCHOOL PTA (EIN 330611904) - 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

1994

Legal Domicile

Phone

7609432000

Tax Period

2023-07-01 to 2024-06-30

OLIVENHAIN PIONEER ELEMENTARY SCHOOL PTA, founded in 1994, is a small nonprofit that reported $159K in total revenue in fiscal year 2023. Expenses of $146K left a modest 8% surplus.

Mission

THE OPE PARENT/TEACHER ASSOCIATION'S MISSION IS TO MAKE EVERY CHILD'S POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN.

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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 $56,986

Program Service Revenue $5,272

Investment Income $0

Other Revenue $97,048

TOTAL REVENUE $159,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $20

Program Expenses $146,061

Other Expenses $146,140

TOTAL EXPENSES $146,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$159,306	N/A	N/A
Expenses	$146,140	N/A	N/A
Net Income	$13,166	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

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
SALLY CARPENTER	President	20.00	Officer	$0	$0	$0
SUSAN GRISWOLD	EXECUTIVE VP	5.00	Officer	$0	$0	$0
ANDREW PARR	Treasurer	5.00	Officer	$0	$0	$0
JAMI LYNN HAMMERSCHMIDT	Secretary	5.00	Officer	$0	$0	$0
ALLISON LILJEGREN	FIN. SECRETARY	5.00	Officer	$0	$0	$0
JENESSY WANG	VP PROGRAMS	5.00	Officer	$0	$0	$0
ANNIE LEE	COMMUNICATIONS	5.00	Officer	$0	$0	$0
TERI GELHAUS	VP SOCIAL	5.00	Officer	$0	$0	$0
STACI VALDEZ	VP WAYS & MEANS	5.00	Officer	$0	$0	$0
JESSICA BEAUMONT	HISTORIAN	2.00	Officer	$0	$0	$0
LINDSAY BEAM	AUDITOR	1.00	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	$159,306	$146,140	$56,858	$13,166
2022	$159,469	$143,387	$74,929	$16,082

OLIVENHAIN PIONEER ELEMENTARY SCHOOL PTA