OAK CHAN ELEMENTARY SCHOOL PTO (EIN 680363720) - 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

1996

Legal Domicile

Principal Officer

JENNY TRACEY

Phone

6503914333

Tax Period

2024-07-01 to 2025-06-30

OAK CHAN ELEMENTARY SCHOOL PTO, founded in 1996, is a micro nonprofit in the Education sector that reported $60K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

ELEMENTARY SCHOOL PARENT/TEACHER ASSOCIATION - COMMUNITY SERVICE, PROMOTE TEACHER / PARENT INTERACTION IN ORDER TO IMPROVE CHILD EDUCATION

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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 (2024)

Revenue Breakdown

Contributions & Grants $29,957

Program Service Revenue $0

Investment Income $0

Other Revenue $29,887

TOTAL REVENUE $59,844

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,531

Other Expenses $65,744

TOTAL EXPENSES $65,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$59,844	$76,804	-0.2%
Expenses	$65,744	$57,748	+0.1%
Net Income	$-5,900	$19,056	-1.3%

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
JENNI PROUTY	PRESIDENT	1.00	Officer Director	$0	$0	$0
NATE SORENSON	VP OPERATION	1.00	Officer Director	$0	$0	$0
HILA FELDMAN	VP ENRICHMEN	1.00	Officer Director	$0	$0	$0
AVI SHALOM	VP COMMUNICA	1.00	Officer Director	$0	$0	$0
SAM MARSHALL	VP EVENTS	1.00	Officer Director	$0	$0	$0
ANDRIA BAUER	VP MEMBERSHI	1.00	Officer Director	$0	$0	$0
JENNY TRACEY	TREASURER	1.00	Officer Director	$0	$0	$0
CARRIE BERRY	SECRETARY	1.00	Officer Director	$0	$0	$0
NIKKI SCARLETT	AUDITOR	1.00	Director	$0	$0	$0
AMBER PRYOR	HISTORIAN	1.00	Director	$0	$0	$0
LAURA COLOMBO	TEACHER LIAI	1.00	Director	$0	$0	$0
JEN FISHER	TEACHER LIAI	1.00	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	$59,844	$65,744	$63,146	$-5,900
2024	$76,804	$57,748	$69,046	$19,056
2023	$36,690	$62,157	$49,990	$-25,467
2022	$52,913	$30,000	$75,457	$22,913

OAK CHAN ELEMENTARY SCHOOL PTO