OAKLANDVALE 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

2004

Legal Domicile

Principal Officer

Wendi Magliozzi

Phone

7812315082

Tax Period

2020-06-01 to 2021-05-31

OAKLANDVALE SCHOOL PTO INC, founded in 2004, is a micro nonprofit that reported $10K in total revenue in fiscal year 2020. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $23K exceeded revenue, resulting in a 127% operating deficit.

Mission

TO PROVIDE ENRICHMENT PROGRAMS FOR THE CHILDREN.

Program Service Accomplishments

Program 1

Expenses: $20,067

PROGRAM EXPENSES ARE FOR OFFICE EXPENSES, THE AWARD OF TWO SCHOLARSHIPS AND EXPENSES FOR THE ACTIVITIES THE ORGANIZATION WAS CREATED TO CONDUCT.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $9,947

TOTAL REVENUE $9,947

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,067

Other Expenses $22,593

TOTAL EXPENSES $22,593

Year-over-Year Comparison

	2020	2019	Change
Revenue	$9,947	$34,137	-0.7%
Expenses	$22,593	$22,664	0.0%
Net Income	$-12,646	$11,473	-2.1%

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

N/A

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
Carmelina Valentine	Director	Director	$0	$0	$0
Maureen Lueke	Director	Director	$0	$0	$0
Julianne Claffey	Director	Director	$0	$0	$0
Carmelina Desmond	President	Officer	$0	$0	$0
Wendi Magliozzi	Treasurer	Officer	$0	$0	$0
Jaclyn Aguiar	CLERK	Officer	$0	$0	$0
Jennifer Mann	Vice President	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
2021	$9,947	$22,593	No data	$-12,646
2020	$34,137	$22,664	$16,259	$11,473