SUN VALLEY SCHOOL PTO INC

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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

2008

Legal Domicile

Principal Officer

HEATHER HOKE

Phone

4154852440

Tax Period

2024-08-01 to 2025-07-31

SUN VALLEY SCHOOL PTO INC, founded in 2008, is a small nonprofit in the Education sector that reported $316K in total revenue in fiscal year 2024. The organization ran a surplus of $110K, a strong 35% operating margin.

Mission

TO SUPPORT THE EDUCATION OF CHILDREN AT SUN VALLEY SCHOOL IN SAN RAFAEL, CALIFORNIA BY FOSTERING RELATIONSHIPS BETWEEN THE SCHOOL, PARENTS, AND TEACHERS.

Program Service Accomplishments

Program 1

Expenses: $183,637 Revenue: $330,734

EDUCATIONAL PROGRAMS BENEFITING STUDENTS IN ART, LITERATURE, ASSEMBLIES, FIELD TRIPS, TECHNOLOGY AND SCIENCE. PROGRAMS ALSO PROVIDE BOOKS, CLASSROOM SUPPLIES AND COMPUTER EQUIPMENT.

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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 $356,404

Program Service Revenue $0

Investment Income $875

Other Revenue $-41,387

TOTAL REVENUE $315,892

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $183,637

Other Expenses $205,394

TOTAL EXPENSES $205,394

Year-over-Year Comparison

	2024	2023	Change
Revenue	$315,892	$314,427	+0.0%
Expenses	$205,394	$498,409	-0.6%
Net Income	$110,498	$-183,982	-1.6%

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
CARMEN DOWELL	PRESIDENT	1.00	Officer	$0	$0	$0
KYNDRA KENNEDY	VICE PRESIDENT	1.00	Officer	$0	$0	$0
LINDSEY HOLTAWAY	VICE PRESIDENT	1.00	Officer	$0	$0	$0
FRANCIOS GRENIER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
HEATHER HOKE	TREASURER	1.00	Officer	$0	$0	$0
TORI COLLINS	SECRETARY	1.00	Officer	$0	$0	$0
EMILY WEISSENBERGER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
LEIGH WALKER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
GABRIELA BECKER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
RONNIE TUCKER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
MICHELLE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
REBECCA MCEFEE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
SHEREEN SAINI	VICE PRESIDENT	1.00	Officer	$0	$0	$0
KATIE FLEET	VICE PRESIDENT	1.00	Officer	$0	$0	$0
KELLY SHALK	VICE PRESIDENT	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
2025	$315,892	$205,394	$482,672	$110,498
2024	$314,427	$498,409	$372,174	$-183,982
2023	$345,794	$224,692	$556,156	$121,102
2022	$345,841	$229,073	$462,504	$116,768
2021	$307,520	$240,294	$345,736	$67,226
2020	$229,883	$273,202	$278,661	$-43,319
2019	$317,701	$306,689	$321,980	$11,012
2018	$210,836	$198,009	$303,124	$12,827
2018	$283,122	$262,901	$310,518	$20,221