Santa Clarita School Parent Teacher Club (EIN 461406074) - 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

1975

Legal Domicile

Tax Period

2021-08-01 to 2022-07-31

Santa Clarita School Parent Teacher Club, founded in 1975, is a micro nonprofit that reported $27K in total revenue in fiscal year 2021. Revenue surged 1492% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6K, a strong 23% operating margin.

Mission

Facilitate and enhance education

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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 (2021)

Revenue Breakdown

Contributions & Grants $27,202

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $27,202

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,029

Other Expenses $21,029

TOTAL EXPENSES $21,029

Year-over-Year Comparison

	2021	2020	Change
Revenue	$27,202	$1,709	+14.9%
Expenses	$21,029	$3,613	+4.8%
Net Income	$6,173	$-1,904	-4.2%

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	Role	Reportable Comp	Other Comp	Total
Natalie Kahmann	Communications	Officer	$0	$0	$0
Apryl Levine	Historian	Officer	$0	$0	$0
Ricki Chilvers	Director of Fundraising	Officer	$0	$0	$0
Jenifer Wilson	Parliamentarian	Officer	$0	$0	$0
Andrew McConnell	Treasurer	Officer	$0	$0	$0
Claudia Ortiz	President	Officer	$0	$0	$0
Lisa Ikegami	Secretary	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
2022	$27,202	$21,029	$52,645	$6,173
2021	$1,709	$3,613	$44,213	$-1,904
2020	$32,195	$26,078	$46,117	$6,117
2019	$77,631	$81,122	$40,000	$-3,491
2018	$82,925	$74,847	$43,491	$8,078

Santa Clarita School Parent Teacher Club