OAKVIEW ELEMENTARY PTA

EIN: 812263060 501(c)(3)

APEX, NC

Total Revenue
$214,773
Total Expenses
$167,477
Total Assets
$122,312
Net Assets
$122,312
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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
NC
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

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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%)

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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

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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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMANDA LORD VICE PRESIDENT 0.00
Officer
$0 $0 $0
CHRISTIAN TOBON VP OF STUDENT ACTIVITIES 0.00
Officer
$0 $0 $0
EMILY STRAUSSER SECRETARY 0.00
Officer
$0 $0 $0
KIM WORDEN PRESIDENT 0.00
Officer
$0 $0 $0
MARITZA TOBON TREASURER 0.00
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 No data No data No data No data
2024 $214,773 $167,477 $122,312 $47,296
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