Claire Lilienthal Public School PTA

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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

1982

Legal Domicile

Principal Officer

Nikki Shapiro

Tax Period

2023-07-01 to 2024-06-30

Claire Lilienthal Public School PTA, founded in 1982, is a small nonprofit that reported $843K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $960K exceeded revenue, resulting in a 14% operating deficit.

Mission

Support Claire Lilienthal Public Elementary School students and teacher educational objectives.

Program Service Accomplishments

Program 1

Expenses: $640,260

PTA Funded SFUSD Programs. The PTA sponsored various student enrichment programs operated by SFUSD.

Program 2

Expenses: $129,494

Other expenses such as outdoor education to support the students and staff at Claire Lilienthal School.

Program 3

Expenses: $80,676

School Yard Climate Program -The School Yard Climate Program facilitates safe and supportive school 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 (2023)

Revenue Breakdown

Contributions & Grants $832,087

Program Service Revenue $0

Investment Income $37,114

Other Revenue $-26,517

TOTAL REVENUE $842,684

Expense Breakdown

Grants Paid $640,260

Salaries & Benefits $0

Fundraising Expenses $12,019

Program Expenses $930,889

Other Expenses $319,880

TOTAL EXPENSES $960,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$842,684	$1,019,423	-0.2%
Expenses	$960,140	$921,922	+0.0%
Net Income	$-117,456	$97,501	-2.2%

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
Carrie Winton	Financial Secretary	5.00	Director	$0	$0	$0
Ginger Wada	Vice President	5.00	Director	$0	$0	$0
Zack Robin	Parliamentarian	5.00	Director	$0	$0	$0
Deborah Kim	KIP Liaison	5.00	Director	$0	$0	$0
Ryan Miller	Executive Vice President	5.00	Director	$0	$0	$0
Lindsay Carlton	Vice President	5.00	Director	$0	$0	$0
Andy Li	Treasurer	5.00	Officer Director	$0	$0	$0
Nikki Shapiro	President	5.00	Officer Director	$0	$0	$0
Emily Day	Secretary	5.00	Officer 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
2025	No data	No data	No data	No data
2024	$842,684	$960,140	$1,282,236	$-117,456
2023	$1,019,423	$921,922	$1,398,489	$97,501
2022	$963,284	$604,248	$1,300,988	$359,036
2021	$503,514	$332,248	$941,952	$171,266
2020	$685,923	$535,290	$772,981	$150,633
2019	$545,261	$576,504	$619,349	$-31,243
2018	$627,424	$495,185	$630,694	$132,239