CREEKSIDE FOREST ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION (EIN 900489215) - 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

2010

Legal Domicile

Principal Officer

Nhan Lo

Tax Period

2023-08-01 to 2024-07-31

CREEKSIDE FOREST ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION, founded in 2010, is a small nonprofit in the Education sector that reported $196K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $225K exceeded revenue, resulting in a 15% operating deficit.

Mission

Our organization's mission is to raise funds and enhance students' educational experience by funding educational software, reading materials, counseling resources, playground upgrades/maintenance, STEAM programs, field trips, technology upgrades/maintenance and more.

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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 $186,832

Program Service Revenue $0

Investment Income $0

Other Revenue $9,260

TOTAL REVENUE $196,092

Expense Breakdown

Grants Paid $185,076

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $224,767

Other Expenses $39,691

TOTAL EXPENSES $224,767

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,092	$165,824	+0.2%
Expenses	$224,767	$152,258	+0.5%
Net Income	$-28,675	$13,566	-3.1%

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

425

Independent Members

425

Employees

N/A

Volunteers

100

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
Nhan Lo	President	5	Officer	$0	$0	$0
Carrie Rowell	Vice President	5	Officer	$0	$0	$0
Carrie Mills	Secretary	5	Officer	$0	$0	$0
Marcela Trujillo Giacinti	Treasurer	5	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
2024	$196,092	$224,767	$28,074	$-28,675
2023	$165,824	$152,258	$56,749	$13,566

CREEKSIDE FOREST ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION