Bancroft Elementary School Parent-… - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

Agam Patel

Phone

9259333405

Tax Period

2023-07-01 to 2024-06-30

Bancroft Elementary School Parent- Faculty Club 29, founded in 1986, is a small nonprofit that reported $224K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

Support the public school.

Program Service Accomplishments

Program 1

Expenses: $216,841

Funded and supplemented teacher classroom supplies. Provided supplemental funds for several positions, including Instructional Assistants and STEAM resources. Provided funds for programs such as...

Funded and supplemented teacher classroom supplies. Provided supplemental funds for several positions, including Instructional Assistants and STEAM resources. Provided funds for programs such as Garden and Art Appreciation.

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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 $198,837

Program Service Revenue $23,183

Investment Income $1,889

Other Revenue $-2

TOTAL REVENUE $223,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,957

Program Expenses $216,841

Other Expenses $224,016

TOTAL EXPENSES $224,016

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,907	$239,420	-0.1%
Expenses	$224,016	$146,414	+0.5%
Net Income	$-109	$93,006	-1.0%

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

300

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
Sandra Gonzalez	President	1.00	Officer Director	$0	$0	$0
Tamara Jimenez	VP Activities	1.00	Officer Director	$0	$0	$0
Kelly Bottarini	VP Fundraising	1.00	Officer Director	$0	$0	$0
Yotam Levine	Treasurer	1.00	Officer Director	$0	$0	$0
Hajra Shah	VP Communicatns	1.00	Officer Director	$0	$0	$0
Dave Barnard	Parliamentarian	1.00	Director	$0	$0	$0
Agam Patel	Recording SECTY	1.00	Officer Director	$0	$0	$0
Andrea Chertoff	Financial SECTY	1.00	Officer Director	$0	$0	$0
Sarah Rhodes	VP Strat Funds	1.00	Officer 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	$223,907	$224,016	$359,501	$-109
2023	$239,420	$146,414	$359,610	$93,006
2020	$230,910	$179,562	$242,790	$51,348
2019	$224,802	$183,799	$191,442	$41,003
2018	$207,716	$206,583	$150,439	$1,133

Bancroft Elementary School Parent- Faculty Club 29