ISLAND PARK PTA 2915

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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

CAROL KUO

Tax Period

2019-07-01 to 2020-06-30

ISLAND PARK PTA 2915, founded in 1978, is a small nonprofit that reported $195K in total revenue in fiscal year 2019. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $84K, a strong 43% operating margin.

Mission

TO SUPPORT AND ENRICH STUDENTS AT ISLAND PARK ELEMENTARY.

Program Service Accomplishments

Program 1

Expenses: $92,246 Revenue: $21,330

STUDENT SUPPORT/EDUCATION/ENRICHMENT A BACK TO SCHOOL FUNDRAISING CAMPAIGN IN THE FALL PROVIDES FUNDING FOR FIELD TRIPS, ASSEMBLIES, ARTIST-IN-RESIDENCE, SCHOOL EQUIPMENT AND SUPPLIES, GREAT BOOKS...

STUDENT SUPPORT/EDUCATION/ENRICHMENT A BACK TO SCHOOL FUNDRAISING CAMPAIGN IN THE FALL PROVIDES FUNDING FOR FIELD TRIPS, ASSEMBLIES, ARTIST-IN-RESIDENCE, SCHOOL EQUIPMENT AND SUPPLIES, GREAT BOOKS PROGRAM, 5TH GRADE GRADUATION, ART SHOWCASE, AUTHORS FAIR, ART DOCENTS, REFLECTIONS, SCIENCE PROJECTS, SCHOLOSTIC MAGAZINES, AND OTHER STUDENT ASSISTANCE. THE SUPPORT FINANCED BY THE PROGRAM IS AVAILABLE TO ALL STUDENTS AND TEACHERS AT ISLAND PARK ELEMENTARY.

Program 2

Expenses: $7,682 Revenue: $11,540

PUBLICATION AND DISTRIBUTION OF A MONTHLY NEWSLETTER TO EVERY SCHOOL COMMUNITY INVOLVEMENT AND COMMUNICATION: ISLAND PARK FAMILY (APPROXIMATELY 600 ISSUES PER MONTH); PUBLICATION AND DISTRIBUTION OF THE SCHOOL DIRECTORY TO EVERY STUDENT; FUNDING FOR THE ANNUAL OPEN HOUSE, THE INTERNATIONAL NIGHT AND OTHER SOCIALS; FUNDING OF EMERGENCY KITS/PREPAREDNESS; VARIOUS PARENT EDUCATION PROGRAMS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $154,663

Program Service Revenue $32,870

Investment Income $72

Other Revenue $7,318

TOTAL REVENUE $194,923

Expense Breakdown

Grants Paid $62,785

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,928

Other Expenses $48,538

TOTAL EXPENSES $111,323

Year-over-Year Comparison

	2019	2018	Change
Revenue	$194,923	$327,028	-0.4%
Expenses	$111,323	$297,458	-0.6%
Net Income	$83,600	$29,570	+1.8%

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
PAM HINNEN	CO-PRESIDENT	8.00	Officer Director	$0	$0	$0
ANDREA SIMPSON	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
JULIAN BRADLEY	SECRETARY	4.00	Officer Director	$0	$0	$0
KELLE ROODMAN	CO-TREASURER	2.00	Officer Director	$0	$0	$0
LAURA OBERTO	CO-TREASURER	2.00	Officer Director	$0	$0	$0
SARAH LECLERCQ	VP FUNDRAISI	4.00	Director	$0	$0	$0
CAROL KUO	CO-VP COMMUN	2.00	Director	$0	$0	$0
BEEBY LI	CO-VP COMMUN	2.00	Director	$0	$0	$0
CECILIA YOUNG	ADVOCACY	1.00	Director	$0	$0	$0
STACEY FISHBEIN	ADVOCACY	1.00	Director	$0	$0	$0
TRACY MUNSON	CO-VP VOLUNT	2.00	Director	$0	$0	$0
JI YOUNG GERMACK	CO-VP VOLUNT	2.00	Director	$0	$0	$0
AMANDA COLBURN	CO-VP ENRICH	2.00	Director	$0	$0	$0
JAIME HUYNH	CO-VP ENRICH	2.00	Director	$0	$0	$0
LINDA KERCHER	CO-VP COMM B	2.00	Director	$0	$0	$0
LESLEY POOLE	MEMBER AT LA	2.00	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
2020	$194,923	$111,323	$203,619	$83,600