OCEANSIDE NORTH SAN DIEGO COUNTY C… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

STACEY SANDERS PRESIDENT

Tax Period

2017-08-01 to 2018-07-31

OCEANSIDE NORTH SAN DIEGO COUNTY CA PTO, founded in 2004, is a micro nonprofit in the Education sector that reported $68K in total revenue in fiscal year 2017. The organization ran a surplus of $14K, a strong 21% operating margin.

Mission

OUR GOALS ARE TO (1) ORGANIZE FUNDRAISERS TO SUPPORT SCHOOL EVENT S WHICH ENRICH OUR CHILDRENS EDUCATIONAL EXPERIENCES AND (2) BRIDGE THE RELATIONSHIP BETWEEN PARENTS AND THE SCHOOL IN SUPPORT OF OUR CHILDREN.

Program Service Accomplishments

Program 1

Expenses: $25,510 Revenue: $17,557

GRADE SPECIFIC FIELD TRIPS AND ACTIVITIES

Program 2

Expenses: $25,213 Revenue: $48,506

BOOK FAIR AND OTHER EDUCATIONAL EVENTS

Program 3

Expenses: $3,470 Revenue: $7,863

SALES OF YEARBOOKS AND CLOTHING

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $1,148

Program Service Revenue $73,926

Investment Income $0

Other Revenue $-6,709

TOTAL REVENUE $68,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,193

Other Expenses $54,193

TOTAL EXPENSES $54,193

Year-over-Year Comparison

	2017	2016	Change
Revenue	$68,365	N/A	N/A
Expenses	$54,193	N/A	N/A
Net Income	$14,172	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ANNE MCNEIL EISERT	CO PRESIDENT	5.00	Officer	$0	$0	$0
YUMIKO INUZUKA	CO PRESIDENT	5.00	Officer	$0	$0	$0
TERESA DIAZ	VICE PRESIDENT	5.00	Officer	$0	$0	$0
RASHEEDA PARR	TREASURER	5.00	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
2018	$68,365	$54,193	$24,320	$14,172

OCEANSIDE NORTH SAN DIEGO COUNTY CA PTO