OCEAN VIEW ELEMENTARY PTO

EIN: 821484714 501(c)(3) Education

ARROYO GRANDE, CA

Total Revenue
$220,182
Total Expenses
$194,013
Total Assets
$96,741
Net Assets
$96,741
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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
CA
Principal Officer
JENN PRENTICE
Phone
8054743730
Tax Period
2024-09-01 to 2025-08-31

OCEAN VIEW ELEMENTARY PTO, founded in 2017, is a small nonprofit in the Education sector that reported $220K in total revenue in fiscal year 2024. Expenses of $194K left a modest 12% surplus.

Mission

THIS ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH BY FOSTERING RELATIONSHIPS AMONG THE SCHOOL, PARENT, AND TEACHERS, SPECIFICALLY THOSE THAT ATTEND OCEAN VIEW ELEMENTARY SCHOOL, LOCATED IN ARROYO GRANDE, CA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $378
Program Service Revenue $219,804
Investment Income $0
Other Revenue $0
TOTAL REVENUE $220,182

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $194,013
Other Expenses $194,013
TOTAL EXPENSES $194,013

Year-over-Year Comparison

2024 2023 Change
Revenue $220,182 $222,645 0.0%
Expenses $194,013 $174,723 +0.1%
Net Income $26,169 $47,922 -0.5%
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
15
Independent Members
N/A
Employees
N/A
Volunteers
15

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
15
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEPHANIE BAILEY CO-VP FUNDRA N/A
Officer
$0 $0 $0
SANDRA BROWNLEE TEACHER LIAS N/A
Officer
$0 $0 $0
JULIE CARTER CO-SECRETARY N/A
Officer
$0 $0 $0
MATT DAVID PRINCIPAL N/A
Officer
$0 $0 $0
JENNIFER DISANTO VP PROGRAMS N/A
Officer
$0 $0 $0
ERIKA GIBSON VICE PRESIDE N/A
Officer
$0 $0 $0
ADRIA HARRISON CO-VP FUNDRA N/A
Officer
$0 $0 $0
JENNIE JOHNSON CO-TREASURER N/A
Officer
$0 $0 $0
RACHEL MEAGER COMMUNICATIO N/A
Officer
$0 $0 $0
KEIRA MITCHELL TEACHER LIAS N/A
Officer
$0 $0 $0
COREY OAKLEY CO-SECRETARY N/A
Officer
$0 $0 $0
JENN PRENTICE PRESIDENT N/A
Officer
$0 $0 $0
MARJA RAFIEE COMMUNICATIO N/A
Officer
$0 $0 $0
KELLY REYNOLDS TREASURER N/A
Officer
$0 $0 $0
JAMEY STAMETS ROOM PARENT N/A
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 $220,182 $194,013 $96,741 $26,169
2024 $222,645 $174,723 $70,572 $47,922
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