Hermosa Valley View PTO (EIN 912156228) - 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

2001

Legal Domicile

Phone

3109375888

Tax Period

2024-07-01 to 2025-06-30

Hermosa Valley View PTO, founded in 2001, is a small nonprofit in the Education sector that reported $269K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $231K left a modest 14% surplus.

Mission

The purpose of the HVPTO is to enhance and enrich the educational experience of Hermosa View Hermosa Vista and Hermosa Valley students by developing and providing resources to aid parents and teachers with all funds raised being allocated back within our community

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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 $59,841

Program Service Revenue $0

Investment Income $0

Other Revenue $209,135

TOTAL REVENUE $268,976

Expense Breakdown

Grants Paid $208,278

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $219,722

Other Expenses $22,256

TOTAL EXPENSES $230,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$268,976	$238,406	+0.1%
Expenses	$230,534	$237,521	0.0%
Net Income	$38,442	$885	+42.4%

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

500

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
Jennifer Kucera	President	2.00	Officer	$0	$0	$0
Josephine Fish	Co-President	2.00	Officer	$0	$0	$0
Wendy Zachary	Secretary	2.00	Officer	$0	$0	$0
Viginia Schmitt	Treasurer	2.00	Officer	$0	$0	$0
Rachel Kuppinger	Assis Treasurer	2.00	Officer	$0	$0	$0
Carrie Ferman Smith	Dep. Treasurer	2.00	Officer	$0	$0	$0
Amy Papanikolas	Co-VP Communica	2.00	Officer	$0	$0	$0
Dora Candelaria	Co-VP Communica	2.00	Officer	$0	$0	$0
Jeff Ackermann	Co-VP Communica	2.00	Officer	$0	$0	$0
Sandr Endo	VP-Communnity	2.00	Officer	$0	$0	$0
Lisa Vargas Gardner	VP-Operations	2.00	Officer	$0	$0	$0
Katiana Bozzi	Co-VP Spec. Eve	2.00	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	$268,976	$230,534	$343,870	$38,442
2024	$238,406	$237,521	$305,336	$885
2023	$234,089	$275,188	$304,228	$-41,099
2022	$254,171	$207,538	$348,121	$46,633
2021	$150,244	$99,039	$300,545	$51,205
2020	$99,654	$137,460	$238,848	$-37,806
2019	$214,453	$181,442	$282,681	$33,011

Hermosa Valley View PTO