YSABEL BARNETT ELEMENTARY SCHOOL PTO (EIN 412208029) - 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

2006

Legal Domicile

Principal Officer

KATIE GOMEZ

Phone

7605180776

Tax Period

2023-07-01 to 2024-06-30

YSABEL BARNETT ELEMENTARY SCHOOL PTO, founded in 2006, is a small nonprofit in the Education sector that reported $122K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $135K exceeded revenue, resulting in a 11% operating deficit.

Mission

PROVIDE EDUCATIONAL SUPPORT THROUGH PROGRAMS, AND DONATING SUPPLIES, AND EQUIPMENT

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $92,099

Program Service Revenue $29,416

Investment Income $0

Other Revenue $0

TOTAL REVENUE $121,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,105

Other Expenses $135,105

TOTAL EXPENSES $135,105

Year-over-Year Comparison

	2023	2022	Change
Revenue	$121,515	$112,169	+0.1%
Expenses	$135,105	$133,286	+0.0%
Net Income	$-13,590	$-21,117	-0.4%

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
DAVID SUEN	PRESIDENT	20.00	Officer	$0	$0	$0
KATIE GOMEZ	TREASURER	20.00	Officer	$0	$0	$0
AMANDA FOLEY	SECRETARY	20.00	Officer	$0	$0	$0
MUCIA CASTILLO	VP OF COMMITTEES	20.00	Officer	$0	$0	$0
TERRY RUNCIE	VP OF STANDARDS	20.00	Officer	$0	$0	$0
ALEXIS HAMILTON	VOLUNTEER COORDINATOR	20.00	Officer	$0	$0	$0
ROB SHERMAN	PROGRAMS & ASSEMBLIES	20.00		$0	$0	$0
TIFFANY LADD	COMMUNITY SUPPORT	20.00		$0	$0	$0
JULIE MANSFIELD	DONATIONS	20.00		$0	$0	$0
ADRIENNE BLACKBURN	PRINCIPAL	20.00		$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	$121,515	$135,105	$5,761	$-13,590
2023	$112,169	$133,286	$19,047	$-21,117
2022	$47,406	$29,965	$40,164	$17,441
2021	$37,653	$46,804	$22,723	$-9,151
2020	$105,674	$110,302	$31,824	$-4,628
2019	$152,396	$135,071	$36,452	$17,325
2018	$115,662	$118,085	$19,127	$-2,423

YSABEL BARNETT ELEMENTARY SCHOOL PTO