MEDINA PTSA

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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

1989

Legal Domicile

Principal Officer

ZALAK GHETIAYING LEI

Phone

4254548036

Tax Period

2023-07-01 to 2024-06-30

MEDINA PTSA, founded in 1989, is a small nonprofit in the Education sector that reported $885K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $179K, a strong 20% operating margin.

Mission

TO SUPPORT AND ENRICH MEDINA ELEMENTARY STUDENTS

Program Service Accomplishments

Program 1

Expenses: $690,874 Revenue: $310,976

ENRICHMENT FOR STUDENTS AND TEACHERS AT MEDINA ELEMENTARY SCHOOL. INCLUDES MATH AND LITERACY SUPPORT, TECHNOLOGY, CURRICULUM, AFTER SCHOOL CLUBS, ETC. THAT SERVE THE ENTIRE STUDENT BODY.

Program 2

Expenses: $5,549 Revenue: $2,277

PROGRAMS TO SUPPORT STUDENT AND PARENT COMMUNITY. THIS INCLUDES PROGRAMS TO COMMUNICATE WITH FAMILIES AND PARENT EDUCATION INITIATIVES SUCH AS NEWSLETTER, DIRECTORIES, PARENT PACKETS, ETC.

Program 3

EXPENSES FOR SCHOOL IMPROVEMENT INITIATIVES, SUCH AS PAINTING, NEW EQUIPMENT, ETC.

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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 $649,745

Program Service Revenue $313,253

Investment Income $428

Other Revenue $-78,658

TOTAL REVENUE $884,768

Expense Breakdown

Grants Paid $283,435

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $696,423

Other Expenses $422,743

TOTAL EXPENSES $706,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$884,768	$588,671	+0.5%
Expenses	$706,178	$348,781	+1.0%
Net Income	$178,590	$239,890	-0.3%

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

150

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
JULIE FRANK	DIRECTOR	1.00	Director	$0	$0	$0
MEI JIN	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA WANG	DIRECTOR	1.00	Director	$0	$0	$0
EKTA JIWANI	PAST PRESIDENT	1.00	Director	$0	$0	$0
SVETLANA GERSHMAN	PAST PRESIDENT	1.00	Director	$0	$0	$0
ZALAK GHETIA	CO-PRESIDENT	1.00	Officer	$0	$0	$0
YING LEI	CO-PRESIDENT	1.00	Officer	$0	$0	$0
SARAH MCLUCKIE	VP FINANCE	1.00	Officer	$0	$0	$0
EMILY LIU	PRESIDENT ELECT	1.00	Officer	$0	$0	$0
SUPHATTRA SUNNAMTHIANG	VP FUNDRAISING	1.00	Officer	$0	$0	$0
EMMA EWALDSSON	VP FUNDRAISING	1.00	Officer	$0	$0	$0
MAXINE LEE	VP COMMUNICATIONS	1.00	Officer	$0	$0	$0
THU-AN LAI	TREASURER	1.00	Officer	$0	$0	$0
LI-TAN HSU	SELF-FUNDING TREASURER	1.00	Officer	$0	$0	$0
EUNICE KIM	SECRETARY	1.00	Officer	$0	$0	$0
GELAREH GOLANBAR	VP GRANTS	1.00	Officer	$0	$0	$0
HONGKAI CHEN	VP GRANTS	1.00	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	$884,768	$706,178	$1,035,722	$178,590
2023	$588,671	$348,781	$857,132	$239,890
2022	$482,738	$318,552	$617,242	$164,186
2021	$293,325	$272,079	$453,056	$21,246
2020	$421,108	$427,315	$431,810	$-6,207
2019	$463,778	$358,207	$438,017	$105,571
2018	$474,862	$444,837	$432,745	$30,025