SEQUOIA PARENT TEACHER ORGANIZATION (EIN 821470763) - 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

2017

Legal Domicile

Principal Officer

NICOLE SATTLER

Phone

5105316966

Tax Period

2024-07-01 to 2025-06-30

SEQUOIA PARENT TEACHER ORGANIZATION, founded in 2017, is a small nonprofit in the Education sector that reported $301K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $262K left a modest 13% surplus.

Mission

SUPPORTS HIGH QUALITY EDUCATION AT SEQUOIA ELEMENTARY IN OAKLAND

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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 $266,104

Program Service Revenue $27,672

Investment Income $7,567

Other Revenue $0

TOTAL REVENUE $301,343

Expense Breakdown

Grants Paid $54,353

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $259,678

Other Expenses $207,360

TOTAL EXPENSES $261,713

Year-over-Year Comparison

	2024	2023	Change
Revenue	$301,343	$248,296	+0.2%
Expenses	$261,713	$312,108	-0.2%
Net Income	$39,630	$-63,812	-1.6%

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

Employees

N/A

Volunteers

339

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
NICOLE SATTLER	CO-CHAIR	6.00	Officer Director	$0	$0	$0
NEEMA OLIVER	CO-CHAIR	6.00	Officer Director	$0	$0	$0
DAVID CHOW	CO-SECRETARY	6.00	Officer Director	$0	$0	$0
RICH HARRIS	CO-SECRETARY	6.00	Officer Director	$0	$0	$0
TRISTAN WEIR	CO-TREASURER	6.00	Officer Director	$0	$0	$0
DANE WELSH	CO-TREASURER	6.00	Officer Director	$0	$0	$0
KATE WILLIAMSON	CO-TREASURER	6.00	Officer Director	$0	$0	$0
NIKKI BLACK	CO-FUNDRAISI	6.00	Director	$0	$0	$0
JEANINE STONE-VALENTE	CO-FUNDRAISI	6.00	Director	$0	$0	$0
JON GUILIANO	CO-VOLUNTEER	6.00	Director	$0	$0	$0
JAMIE OLSEN	CO-VOLUNTEER	6.00	Director	$0	$0	$0
ANDI TACHIKI	COMMUNICATIO	6.00	Director	$0	$0	$0
LINDSEY VONTZ	COMMUNICATIO	6.00	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	$301,343	$261,713	$360,336	$39,630
2024	No data	No data	No data	No data
2023	$251,840	$207,633	$376,829	$44,207
2022	$242,216	$174,434	$332,075	$67,782
2021	$234,453	$195,129	$264,293	$39,324
2018	$49,191	$34,572	$213,642	$14,619

SEQUOIA PARENT TEACHER ORGANIZATION