West County Mandarin School PTA

EIN: 901184206 501(c)(3)

Pinole, CA

Total Revenue
$240,434
Total Expenses
$218,826
Total Assets
$96,414
Net Assets
$96,414
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
CA
Principal Officer
Sean Kellogg
Tax Period
2023-07-01 to 2024-06-30

West County Mandarin School PTA, founded in 2017, is a small nonprofit that reported $240K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $219K left a modest 9% surplus.

Mission

To promote the welfare of children and youth in home, school, and throughout the community; To raise the standards of home life. To advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth; To promote the collaboration and engagement of families and educators in the education of children and youth; To engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of children and youth; and to advocate for fiscal responsibility regarding public tax dollars in public education funding.

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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 (2023)

Revenue Breakdown

Contributions & Grants $247,141
Program Service Revenue $0
Investment Income $613
Other Revenue $-7,320
TOTAL REVENUE $240,434

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $217,201
Other Expenses $218,826
TOTAL EXPENSES $218,826

Year-over-Year Comparison

2023 2022 Change
Revenue $240,434 $183,398 +0.3%
Expenses $218,826 $176,053 +0.2%
Net Income $21,608 $7,345 +1.9%
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
10
Independent Members
N/A
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
10
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Anabel Lim President 2
Officer
$0 $0 $0
Wei-Chin Call Executive Vice President 2
Officer
$0 $0 $0
Lilian Lee Secretary 2
Officer
$0 $0 $0
Sheila Goh VP of Programs 2
Officer
$0 $0 $0
Angela Bradley VP of Fundraising 2
Officer
$0 $0 $0
Charles Loeffler Parlimentarian 2
Officer
$0 $0 $0
Cindy Tanita Co-VP of Communications 2
Officer
$0 $0 $0
Callie Wong Treasurer 2
Officer
$0 $0 $0
Arial Xi VP of Communications 2
Officer
$0 $0 $0
Eric Peterson School Principal 2
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 No data No data No data No data
2024 $240,434 $218,826 $96,414 $21,608
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