THE PRESENTATION SCHOOL

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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

1999

Legal Domicile

Principal Officer

MATT PARKER

Phone

7079350122

Tax Period

2022-07-01 to 2023-06-30

THE PRESENTATION SCHOOL, founded in 1999, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $3.7M left a modest 9% surplus.

Mission

AN INDEPENDENT K-8 SCHOOL BASED UPON AND GUIDED BY CATHOLIC VALUES, EMBRACING THE UNIQUENESS OF CHILDREN IN THEIR PREPARATION AS LIFE-LONG LEARNERS AND PROVIDING AN INTEGRATED CURRICULUM, EMPHASIZING HIGH EXPECTATIONS, ACTIVE LEARNING, AND THE ARTS.

Program Service Accomplishments

Program 1

Expenses: $2,733,307 Revenue: $3,099,172

THE PRESENTATION SCHOOL, A K-8 GRAMMAR SCHOOL, PURSUED ITS MISSION AS A VISIONARY, COLLABORATIVE, FAITH-FILLED COMMUNITY OF PARENTS, FACULTY, AND TRUSTEES STRIVING TO MEET THE NEEDS OF STUDENTS AS...

THE PRESENTATION SCHOOL, A K-8 GRAMMAR SCHOOL, PURSUED ITS MISSION AS A VISIONARY, COLLABORATIVE, FAITH-FILLED COMMUNITY OF PARENTS, FACULTY, AND TRUSTEES STRIVING TO MEET THE NEEDS OF STUDENTS AS THEY DEVELOP SPIRITUALLY, ACADEMICALLY, SOCIALLY, AND PHYSICALLY BY CHALLENGING THEM TO REACH THEIR INDIVIDUAL POTENTIALS IN A SMALL CLASS ENVIRONMENT

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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 (2022)

Revenue Breakdown

Contributions & Grants $596,910

Program Service Revenue $3,099,172

Investment Income $1,717

Other Revenue $359,401

TOTAL REVENUE $4,057,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,318,513

Fundraising Expenses $134,918

Program Expenses $2,733,307

Other Expenses $1,376,268

TOTAL EXPENSES $3,694,781

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,057,200	$3,557,323	+0.1%
Expenses	$3,694,781	$3,341,200	+0.1%
Net Income	$362,419	$216,123	+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

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

$235,642

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA CUNEO	CHAIR	3.00	Officer Director	$0	$0	$0
MATT PARKER	TREASURER	3.00	Officer Director	$0	$0	$0
BAHANEH HOBEL	DIRECTOR	3.00	Director	$0	$0	$0
CHERISE NORRIS WONG	DIRECTOR	3.00	Director	$0	$0	$0
SONYA DELUCA	DIRECTOR	3.00	Director	$0	$0	$0
DOT KOWAL	DIRECTOR	3.00	Director	$0	$0	$0
BRAD CORONA	DIRECTOR	3.00	Director	$0	$0	$0
ASHISH PATEL	DIRECTOR	3.00	Director	$0	$0	$0
SCOTT SHAPIRO	DIRECTOR	3.00	Director	$0	$0	$0
MATT MO	DIRECTOR	3.00	Director	$0	$0	$0
JACQUIELINE CAREY GALLO	HEAD OF SCHO	40.00	Key Emp	$235,642	$0	$235,642

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	No data	No data	No data	No data
2023	$4,057,200	$3,694,781	$8,518,344	$362,419
2022	$3,557,323	$3,341,200	$8,369,422	$216,123
2021	$3,658,276	$2,992,681	$8,438,362	$665,595
2020	$3,060,026	$3,240,757	$8,184,211	$-180,731
2019	$2,950,474	$3,042,377	$8,364,240	$-91,903
2018	$2,592,494	$2,796,749	$8,639,863	$-204,255