Washington School Parent Teacher Organization & Foundation Inc (EIN 562292604) - 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

2002

Legal Domicile

Phone

8059656653

Tax Period

2023-07-01 to 2024-06-30

Washington School Parent Teacher Organization & Foundation Inc, founded in 2002, is a small nonprofit in the Education sector that reported $271K in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $233K left a modest 14% surplus.

Mission

The Specific purpose of this corporation is to contribute financially to improve the quality of the education & facilities of Washington Elementary School in Santa Barbara, CA.

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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 $101,935

Program Service Revenue $0

Investment Income $139

Other Revenue $168,619

TOTAL REVENUE $270,693

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $232,991

Other Expenses $232,991

TOTAL EXPENSES $232,991

Year-over-Year Comparison

	2023	2022	Change
Revenue	$270,693	$225,899	+0.2%
Expenses	$232,991	$224,167	+0.0%
Net Income	$37,702	$1,732	+20.8%

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

200

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
Kim Eubank	Co-President	10.00	Officer Director	$0	$0	$0
Erin Baer	Vice President	10.00	Director	$0	$0	$0
Emily Ashlock	Secretary	10.00	Director	$0	$0	$0
Erika Adler	Treasurer	10.00	Officer Director	$0	$0	$0
Susan Dunton	Comm Chair	10.00	Officer Director	$0	$0	$0
Kelly Milazzo	Co-President	10.00	Officer Director	$0	$0	$0
Emma Campion	Board Member	10.00	Director	$0	$0	$0
Denise Jaimes-Villanueva	Board Member	10.00	Director	$0	$0	$0
Catherine Brozowski	Board Member	10.00	Director	$0	$0	$0
Tara King	Board Member	10.00	Director	$0	$0	$0
Jesse O'Sullivan	Board Member	10.00	Director	$0	$0	$0
Jory Zusmer	Board Member	10.00	Director	$0	$0	$0
Lisa Remorenko	Board Member	10.00	Director	$0	$0	$0
Claudia Cavaletto	Board Member	10.00	Officer Director	$0	$0	$0
Sara Dodgin	Board Member	10.00	Director	$0	$0	$0
Rachel DePass	IT Chair	10.00	Officer Director	$0	$0	$0
Dmytro Tokariev	Board Member	10.00	Director	$0	$0	$0
Jena Beaver	Board Member	10.00	Director	$0	$0	$0
Jennifer Gore	Board Member	10.00	Director	$0	$0	$0
Lacey Peters	Board Member	10.00	Director	$0	$0	$0
Liz Peter Davis	Board Members	10.00	Director	$0	$0	$0
Raul Vasquez	Board Member	10.00	Director	$0	$0	$0
Rynell Casey	Board Member	10.00	Director	$0	$0	$0
Shelly Eschleman	Board Member	10.00	Director	$0	$0	$0
Stephanie Locker	Board Member	10.00	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	$270,693	$232,991	$336,579	$37,702
2023	$225,899	$224,167	$222,489	$1,732
2022	$211,290	$107,385	$220,757	$103,905
2020	$377,187	$405,021	$125,212	$-27,834
2019	$379,221	$385,394	$153,022	$-6,173

Washington School Parent Teacher Organization & Foundation Inc