UCISD PTO (EIN 872110957) - 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

2021

Legal Domicile

Principal Officer

ALEXANDRA WEGRZYN

Phone

8302780449

Tax Period

2022-01-01 to 2022-12-31

UCISD PTO, founded in 2021, is a small nonprofit in the Education sector that reported $313K in total revenue in fiscal year 2022. The organization ran a surplus of $106K, a strong 34% operating margin.

Mission

TO ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE AT DALTON ELEMENTARY, ANTHON ELEMENTARY, BATESVILLE ELEMENTARY, ROBB ELEMENTARY, FLORES ELEMENTARY, AND MORALES JUNIOR HIGH, TO DEVELOP A CLOSER CONNECTION BETWEEN SCHOOL AND HOME BY ENCOURAGING PARENTAL INVOLVEMENT, AND TO IMPROVE THE ENVIORNMENT AT ALL UCISD ELEMENTARY CAMPUSES THROUGH VOLUNTEER AND FINANCIAL SUPPORT.

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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 (2022)

Revenue Breakdown

Contributions & Grants $80,016

Program Service Revenue $233,104

Investment Income $3

Other Revenue $0

TOTAL REVENUE $313,123

Expense Breakdown

Grants Paid $131,261

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $160,357

Other Expenses $75,544

TOTAL EXPENSES $206,805

Year-over-Year Comparison

	2022	2021	Change
Revenue	$313,123	N/A	N/A
Expenses	$206,805	N/A	N/A
Net Income	$106,318	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

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
ALEXANDRA WEGRZYN	President	0.50	Officer Director	$0	$0	$0
LAURA DOWNING	Secretary	2.00	Officer Director	$0	$0	$0
KATIE LAFFERE	Treasurer	2.00	Officer Director	$0	$0	$0
KARLA RADICKE	Vice President	0.50	Officer Director	$0	$0	$0
JILL FOSTER	PARLIAMENTARIAN	0.00	Officer 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
2022	$313,123	$206,805	$134,875	$106,318

UCISD PTO