COLEMAN ELEMENTARY SCHOOL PTO

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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

2011

Legal Domicile

Principal Officer

TRACY PECK HOLCOMB

Phone

4159021393

Tax Period

2023-07-01 to 2024-06-30

COLEMAN ELEMENTARY SCHOOL PTO, founded in 2011, is a small nonprofit in the Education sector that reported $206K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $71K, a strong 35% operating margin.

Mission

TO SUPPORT THE EDUCATION OF CHILDREN AT COLEMAN ELEMENTARY SCHOOL IN SAN RAFAEL, CA BY FOSTERING RELATIONSHIPS BETWEEN THE SCHOOL, PARENTS, AND TEACHERS.

Program Service Accomplishments

Program 1

Expenses: $132,875 Revenue: $8,544

PROVIDE ENRICHMENT PROGRAMS FOR THE CHILDREN OF COLEMAN SCHOOL - GRADES K-5:ART, MUSIC, FIELDTRIPS, PHYSICAL EDUCATION, SAFETY, SCHOOL IMPROVEMENTS, TECHNOLOGY, LIBRARY, AND 5TH GRADE FUND.

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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 $164,719

Program Service Revenue $8,544

Investment Income $0

Other Revenue $32,744

TOTAL REVENUE $206,007

Expense Breakdown

Grants Paid $24,924

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,875

Other Expenses $109,801

TOTAL EXPENSES $134,725

Year-over-Year Comparison

	2023	2022	Change
Revenue	$206,007	$234,771	-0.1%
Expenses	$134,725	$186,431	-0.3%
Net Income	$71,282	$48,340	+0.5%

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

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
TRACY PECK HOLCOMB	President	2.00	Officer Director	$0	$0	$0
ALEX PECK	PRINCIPAL	2.00	Director	$0	$0	$0
ANDREA RAMIREZ	VP OF COMM	2.00	Officer Director	$0	$0	$0
KARINA WILLIS	Treasurer	2.00	Officer Director	$0	$0	$0
ANN LEVENSON	Secretary	2.00	Officer Director	$0	$0	$0
NANCY WARREN	VP FUNDRAISING	2.00	Officer 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	$206,007	$134,725	$358,365	$71,282
2023	$234,771	$186,431	$289,165	$48,340
2019	$207,271	$218,179	$195,481	$-10,908
2018	$209,837	$201,538	$206,389	$8,299