SANTA ROSA TECHNOLOGY MAGNET SCHOOL PTO (EIN 813163615) - 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

2015

Legal Domicile

Principal Officer

ADRIAN CHRISTIANSEN

Phone

8054913822

Tax Period

2023-07-01 to 2024-06-30

SANTA ROSA TECHNOLOGY MAGNET SCHOOL PTO, founded in 2015, is a small nonprofit in the Education sector that reported $173K in total revenue in fiscal year 2023. The organization ran a surplus of $41K, a strong 24% operating margin.

Mission

PARENT DIRECTED ORGANIZATION WHOSE MISSION IS TO ESTABLISH AND NURTURE A CLOSE RELATIONSHIP BETWEEN THE PARENTS, TEACHERS, AND STUDENTS OF SANTA ROSA TECHNOLOGY MAGNET SCHOOL. THE PTO SPONSORS AND COORDINATES ASSISTANCE TO THE SCHOOL AND RAISES FUNDS FOR THINGS SUCH AS SUPPLEMENTAL EDUCATIONAL MATERIALS, RESOURCES, AND EXPERIENCES. THE PTO COMPLIMENTS THE SCHOOL'S VISION TO FOSTER THE BEST POSSIBLE LEARNING ENVIRONMENT TO SUPPORT AND ENCOURAGE THE QUEST FOR EXCELLENCE BY OUR CHILDREN.

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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 $118,285

Program Service Revenue $5,987

Investment Income $0

Other Revenue $48,323

TOTAL REVENUE $172,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $40,442

Program Expenses $88,154

Other Expenses $90,970

TOTAL EXPENSES $131,412

Year-over-Year Comparison

	2023	2022	Change
Revenue	$172,595	$180,341	0.0%
Expenses	$131,412	$71,441	+0.8%
Net Income	$41,183	$108,900	-0.6%

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

N/A

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
MARAL VAHDANI	VP FUNDRAISING	2.00	Director	$0	$0	$0
HEATHER LAM	VP PROGRAMS	2.00	Director	$0	$0	$0
ADRIAN CHRISTENSEN	Treasurer	1.00	Director	$0	$0	$0
ASHLEY COOK	Secretary	0.75	Director	$0	$0	$0
SARA EPSTEIN	President	10.00	Director	$0	$0	$0
HIMALEE GONDHA	Secretary	4.00	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	No data	No data	No data	No data
2024	$172,595	$131,412	$172,684	$41,183
2023	$180,341	$71,441	$131,501	$108,900

SANTA ROSA TECHNOLOGY MAGNET SCHOOL PTO