Monarch Parent Teacher Foundation (EIN 711015423) - 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

2007

Legal Domicile

Phone

8584876887

Tax Period

2024-08-01 to 2025-07-31

Monarch Parent Teacher Foundation, founded in 2007, is a small nonprofit in the Education sector that reported $198K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $290K exceeded revenue, resulting in a 47% operating deficit.

Mission

To provide financial support to enhance the curriculum for Monterey Ridge Elementary School with programs that are no longer funded by the District or State.

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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 $194,192

Program Service Revenue $1,665

Investment Income $14,264

Other Revenue $-12,306

TOTAL REVENUE $197,815

Expense Breakdown

Grants Paid $231,903

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $284,668

Other Expenses $58,411

TOTAL EXPENSES $290,314

Year-over-Year Comparison

	2024	2023	Change
Revenue	$197,815	$243,642	-0.2%
Expenses	$290,314	$132,325	+1.2%
Net Income	$-92,499	$111,317	-1.8%

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

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
Kathelyn Liang	Director	2.00	Director	$0	$0	$0
Diana McCowan	Director	2.00	Director	$0	$0	$0
Erin Acosta	Director	2.00	Director	$0	$0	$0
Elizabeth Tsai	Director	2.00	Director	$0	$0	$0
Jaycee Ames	Director	2.00	Director	$0	$0	$0
Judy Gerardi	Director	2.00	Director	$0	$0	$0
HALINA JONES	Director	2.00	Director	$0	$0	$0
Paul Koenig	Director	2.00	Director	$0	$0	$0
Julie Frohnhoefer	Director	0.00	Director	$0	$0	$0
JENNIFER SARMIENTO	Vice President	10.00	Officer	$0	$0	$0
SARA HAYES	Treasurer	10.00	Officer	$0	$0	$0
MICHIEL NIESEN	Treasurer	10.00	Officer	$0	$0	$0
MARIA LIU	Secretary	10.00	Officer	$0	$0	$0
Haine Wang	President	10.00	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
2025	$197,815	$290,314	$407,080	$-92,499
2024	$243,642	$132,325	$499,526	$111,317
2023	$205,628	$114,986	$388,209	$90,642
2022	$205,976	$128,435	$297,547	$77,541
2021	$131,766	$162,274	$220,026	$-30,508
2020	$144,607	$119,791	$250,534	$24,816
2019	$209,442	$215,105	$225,718	$-5,663
2018	$235,400	$165,920	$231,381	$69,480

Monarch Parent Teacher Foundation