OAKVIEW ELEMENTARY PTA

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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

2016

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

OAKVIEW ELEMENTARY PTA, founded in 2016, is a small nonprofit that reported $215K in total revenue in fiscal year 2023. The organization ran a surplus of $47K, a strong 22% operating margin.

Mission

TO PROMOTE THE WELFARE OF CHILDREN IN HOME, SCHOOL, PLACES OF WORSHIP AND THROUGHOUT THE COMMUNITY. TO ADOVCATE THE LAWS THAT FURTHER EDUCATION, PHYSICAL & MENTAL HEALTH, WELFARE AND SAFETY OF CHILDREN. TO PROMOTE THE ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OF STUDY

Program Service Accomplishments

Program 1

Expenses: $59,241 Revenue: $61,384

THE SCHOOL PTA HAS SPRING BOOSTER FUNDRAISING EVENT TO RAISEFUNDS FOR OUTDOOR CLASSROOM.

Program 2

Expenses: $38,579 Revenue: $95,917

ONE OF THE LARGE ANNUAL FUNDRAISERS IS BOOSTERTHON ORGANIZEBY OAKVIEW ELEMENTARY SCHOOL PTA. THE PURPOSE OF THE EVENTWAS TO RAISE FUND TO UPGRADE SCHOOL TECHNOLOGY EQUIPMENT.

Program 3

Expenses: $7,722 Revenue: $10,360

BOOK FAIR - FALL & SPRING. - THE PURPOSE OF THE EVENT IS TO ENCOURGE STUDENTS IN READING AND RAISE FUND TO PURCHASE NEW BOOKS AND MATERIALS FOR THE LIBRARY.

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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 $26,197

Program Service Revenue $187,596

Investment Income $0

Other Revenue $980

TOTAL REVENUE $214,773

Expense Breakdown

Grants Paid $6,750

Salaries & Benefits $0

Fundraising Expenses $1,435

Program Expenses $166,042

Other Expenses $160,727

TOTAL EXPENSES $167,477

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,773	N/A	N/A
Expenses	$167,477	N/A	N/A
Net Income	$47,296	N/A	N/A

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

289

Independent Members

288

Employees

N/A

Volunteers

289

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
AMANDA LORD	VICE PRESIDENT	Officer	$0	$0	$0
CHRISTIAN TOBON	VP OF STUDENT ACTIVITIES	Officer	$0	$0	$0
EMILY STRAUSSER	SECRETARY	Officer	$0	$0	$0
KIM WORDEN	PRESIDENT	Officer	$0	$0	$0
MARITZA TOBON	TREASURER	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	No data	No data	No data	No data
2024	$214,773	$167,477	$122,312	$47,296