San Elijo 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

2015

Legal Domicile

Principal Officer

Melissa Wallace

Phone

7605259071

Tax Period

2023-07-01 to 2024-06-30

San Elijo Elementary School PTO, founded in 2015, is a small nonprofit in the Education sector that reported $217K in total revenue in fiscal year 2023. Expenses of $254K exceeded revenue, resulting in a 18% operating deficit.

Mission

Facilitate strong, constructive relationships between students, parents, teachers, administrators, and other schools in San Marcos Unified School District through funding instructional aides, teachers, supplies and by conducting programs and activities for students and families.

Program Service Accomplishments

Program 1

Expenses: $85,634

Instructional Expense to bridge the gap left by insufficient district funds including a STEM teacher to support all students

Program 2

Expenses: $55,701

Field Trips, Assemblies and Risers

Program 3

Expenses: $55,497

Instruction Expense including 3 Instructional Aides to support teacher

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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 $87,830

Program Service Revenue $19,749

Investment Income $0

Other Revenue $108,978

TOTAL REVENUE $216,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7,671

Program Expenses $226,659

Other Expenses $254,492

TOTAL EXPENSES $254,492

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,557	N/A	N/A
Expenses	$254,492	N/A	N/A
Net Income	$-37,935	N/A	N/A

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
Vickie Hawkins	President	1.00	Officer	$0	$0	$0
Emily Perschbacher	Secretary	1.00	Officer	$0	$0	$0
Ali Barbee	Vice President	1.00	Officer	$0	$0	$0
Shannon Appel	Vice President	1.00	Officer	$0	$0	$0
Olga Bolanos	Vice President	1.00	Officer	$0	$0	$0
Tammy Hawkins	President	1.00	Officer	$0	$0	$0
Brett Gottlieb	Vice President	1.00	Officer	$0	$0	$0
Jen Tozer	Vice President	1.00	Officer	$0	$0	$0
Melissa Wallace	Treasurer	1.00	Officer	$0	$0	$0
Emily Crouse	Secretary	1.00	Officer	$0	$0	$0
Kat Tolentino	Vice President	1.00	Officer	$0	$0	$0
Laurie Miller	Vice President	1.00	Officer	$0	$0	$0
Alicia Gregson	Vice President	1.00	Officer	$0	$0	$0
Michelle Govers	Vice President	1.00	Officer	$0	$0	$0
April Smith	Vice President	1.00	Officer	$0	$0	$0
Lissa Jordan	Vice President	1.00	Officer	$0	$0	$0
Melissa Kresser	Vice President	0.00	Officer	$0	$0	$0
Mary Mathew	Vice President	0.00	Officer	$0	$0	$0
Jennifer Edgerton	Vice President	0.00	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	No data	No data	No data	No data
2024	$216,557	$254,492	$286,928	$-37,935
2022	$235,145	$111,199	$396,157	$123,946
2020	$205,765	$220,870	$239,545	$-15,105
2019	$203,709	$184,023	$254,564	$19,686