TUSTIN MEMORIAL ACADEMY PARENT TEACHER ORGANIZATION (EIN 330814602) - 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

Michelle Leon

Phone

7147307546

Tax Period

2023-08-01 to 2024-07-31

TUSTIN MEMORIAL ACADEMY PARENT TEACHER ORGANIZATION, founded in 1992, is a small nonprofit in the Education sector that reported $243K in total revenue in fiscal year 2023. Expenses of $283K exceeded revenue, resulting in a 17% operating deficit.

Mission

Providing Information, advocacy and education enrichment for the students and staff of Tustin Memorial Academy.

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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 $95,634

Program Service Revenue $76,708

Investment Income $0

Other Revenue $70,702

TOTAL REVENUE $243,044

Expense Breakdown

Grants Paid $54,657

Salaries & Benefits $0

Fundraising Expenses $7,207

Program Expenses $263,330

Other Expenses $228,568

TOTAL EXPENSES $283,225

Year-over-Year Comparison

	2023	2022	Change
Revenue	$243,044	$225,808	+0.1%
Expenses	$283,225	$175,533	+0.6%
Net Income	$-40,181	$50,275	-1.8%

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
Allison Hatcher	Co-President	010.00	Officer Director	$0	$0	$0
Debbie Ford	Co-President	010.00	Officer Director	$0	$0	$0
Katie Hocking	Treasurer	003.00	Officer Director	$0	$0	$0
Amy Berring Schedule O	Secretary	002.00	Officer Director	$0	$0	$0
Jamie Schofield	Co-VP Membership	002.00	Director	$0	$0	$0
Estafania Wong	Co-VP Membership	002.00	Director	$0	$0	$0
Michelle Leon	Accounts Payable	002.00	Director	$0	$0	$0
Fari Kahn Schedule O	Co-Accounts Rec.	002.00	Director	$0	$0	$0
Daisy Figueroa	Co-Accounts Rec.	002.00	Director	$0	$0	$0
Kim McCann	Co-Volunteer Coord.	010.00	Director	$0	$0	$0
Jamie Scholfield	Co-Volunteer Coord.	002.00	Director	$0	$0	$0
Rebecca Opre	Communications	001.00	Director	$0	$0	$0
Christine Kim	Communications	001.00	Director	$0	$0	$0
Valerie Wong	VP Corporate Relations	001.00	Director	$0	$0	$0
Kori Lee Schedule O	VP Corporate Match	001.00	Director	$0	$0	$0
Lindsay Miller	Parliamentarian	002.00	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	No data	No data	No data	No data
2024	$243,044	$283,225	$327,858	$-40,181
2023	$225,808	$175,533	$368,039	$50,275
2022	$226,988	$137,258	$317,760	$89,730

TUSTIN MEMORIAL ACADEMY PARENT TEACHER ORGANIZATION