Lakeview Parent Teacher Student Assoc (EIN 911136057) - 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

1980

Legal Domicile

Phone

4258916615

Tax Period

2023-07-01 to 2024-06-30

Lakeview Parent Teacher Student Assoc, founded in 1980, is a small nonprofit in the Education sector that reported $136K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 19% operating margin.

Mission

Support learning at Lakeview Elementary School through providing additional services and enrichment opportunities.

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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 $108,569

Program Service Revenue $27,425

Investment Income $21

Other Revenue $0

TOTAL REVENUE $136,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,044

Program Expenses $91,614

Other Expenses $110,317

TOTAL EXPENSES $110,317

Year-over-Year Comparison

	2023	2022	Change
Revenue	$136,015	$99,510	+0.4%
Expenses	$110,317	$84,103	+0.3%
Net Income	$25,698	$15,407	+0.7%

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

200

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 Kaufman	Co-President	8.00	Officer Director	$0	$0	$0
Alison Mandi	Co-Treasurer	4.00	Officer Director	$0	$0	$0
Carol Piechalak	Co-President	8.00	Officer Director	$0	$0	$0
Jill McGovern	Vice President	8.00	Officer Director	$0	$0	$0
Renee Hesky	Co-Treasurer	4.00	Officer Director	$0	$0	$0
Eva Chow	Secretary	4.00	Officer Director	$0	$0	$0
Mitra Ghaderi	Director	1.00	Director	$0	$0	$0
Frances Chen	Director	1.00	Director	$0	$0	$0
Sabrina Hetland	Director	1.00	Director	$0	$0	$0
Meli Koutsovitis	Director	1.00	Director	$0	$0	$0
Ravenna Li	Director	1.00	Director	$0	$0	$0
Tamar Ghelman	Director	1.00	Director	$0	$0	$0
Cindy Choi	Director	1.00	Director	$0	$0	$0
Alison Klika	Director	1.00	Director	$0	$0	$0
Stephanie Choi	Director	1.00	Director	$0	$0	$0
Amy McFaul	Director	1.00	Director	$0	$0	$0
Elizabeth Lyons	Director	1.00	Director	$0	$0	$0
Violet Tsuchida	Director	1.00	Director	$0	$0	$0
Heidi Wong	Director	1.00	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
2024	$136,015	$110,317	$194,583	$25,698
2023	$99,510	$84,103	$168,885	$15,407
2022	$62,338	$71,399	$153,478	$-9,061
2021	$27,915	$41,237	$162,539	$-13,322
2019	$264,341	$241,467	$180,980	$22,874

Lakeview Parent Teacher Student Assoc