MARVISTA PTSA (EIN 910952590) - 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

1978

Legal Domicile

Principal Officer

STEPHANIE JOHNS

Phone

2533763991

Tax Period

2024-07-01 to 2025-06-30

MARVISTA PTSA, founded in 1978, is a small nonprofit in the Education sector that reported $158K in total revenue in fiscal year 2024. The organization ran a surplus of $54K, a strong 34% operating margin.

Mission

The mission of the Marvista Elementary PTSA is to enhance the educational experience of the children and their families by working in partnership with the teachers, administration, staff and local community. The PTSA gives each child a legislative voice while providing safe, fun and educationally enriching activities, supported by its own fundraising.

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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 $179,452

Program Service Revenue $9,945

Investment Income $16

Other Revenue $-31,320

TOTAL REVENUE $158,093

Expense Breakdown

Grants Paid $91,196

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,690

Other Expenses $12,707

TOTAL EXPENSES $103,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$158,093	$162,400	0.0%
Expenses	$103,903	$105,320	0.0%
Net Income	$54,190	$57,080	-0.1%

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

Independent Members

Employees

N/A

Volunteers

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
ERIN AMBROZIC	President	10.00	Officer Director	$0	$0	$0
KELLY STONELAKE	MEMBER AT LARGE	5.00	Director	$0	$0	$0
CARLOS RUIZ	Vice President	10.00	Officer Director	$0	$0	$0
SARA MOLINA	Secretary	5.00	Director	$0	$0	$0
STEPHANIE JOHNS	Co-Treasurer	5.00	Director	$0	$0	$0
TARA LEE	Co-Treasurer	5.00	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	$158,093	$103,903	$270,448	$54,190
2024	No data	No data	No data	No data
2023	$137,066	$59,173	$159,178	$77,893

MARVISTA PTSA