CHINESE IMMERSION SCHOOL AT DE AVILA PTA (EIN 943216902) - 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

2009

Legal Domicile

Principal Officer

JEN WOFFORD

Phone

4152416325

Tax Period

2024-07-01 to 2025-06-30

CHINESE IMMERSION SCHOOL AT DE AVILA PTA, founded in 2009, is a small nonprofit that reported $463K in total revenue in fiscal year 2024. Expenses of $442K left a modest 4% surplus.

Mission

The mission is to promote the welfare and education of children and families at Chinese Immersion School at De Avila through support of the Arts, Sciences, Technology, Engineering, Math and other Educational Materials

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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 $283,721

Program Service Revenue $20,382

Investment Income $2,522

Other Revenue $156,491

TOTAL REVENUE $463,116

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $727

Program Expenses $440,791

Other Expenses $442,422

TOTAL EXPENSES $442,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$463,116	N/A	N/A
Expenses	$442,422	N/A	N/A
Net Income	$20,694	N/A	N/A

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

N/A

Employees

N/A

Volunteers

350

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 Wofford	President	7.69	Officer Director	$0	$0	$0
Kathryn Bache	Vice President	3.85	Officer Director	$0	$0	$0
Elaine Leong	Vice President	7.69	Officer Director	$0	$0	$0
Leo Cheung	Vice President	1.28	Officer Director	$0	$0	$0
Jeff Cluett	Vice President	0.51	Officer Director	$0	$0	$0
Jennifer Chan	Secretary	0.64	Officer Director	$0	$0	$0
Queenie Mak	Treasurer	2.82	Officer Director	$0	$0	$0
Sara Ding	Secretary	2.56	Officer Director	$0	$0	$0
Joanne Dang	Director	0.51	Officer Director	$0	$0	$0
Adam Smieja	Director	0.51	Officer Director	$0	$0	$0
Mia Yee	Executive Dir.	0.00	Officer Director	$0	$0	$0
Stella Lau	Director	0.00	Officer Director	$0	$0	$0
Cara Lun	Director	0.00	Officer Director	$0	$0	$0
Erin Carter	Foundation Mgr.	1.03	Officer Director	$0	$0	$0
Kelly Wong McGrath	Foundation Mgr.	1.54	Officer Director	$0	$0	$0
Megan Lewis	Foundation Mgr.	0.51	Officer Director	$0	$0	$0
Nick Verdoia	Foundation Mgr.	0.62	Officer Director	$0	$0	$0
Alan Chan	Foundation Mgr.	0.51	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	$463,116	$442,422	$313,288	$20,694
2024	$390,262	$524,967	$292,595	$-134,705
2023	$353,676	$215,493	$427,299	$138,183
2022	$331,707	$290,847	$289,117	$40,860
2021	$301,027	$275,185	$493,509	$25,842
2020	$366,790	$436,883	$222,414	$-70,093
2019	$421,048	$411,532	$291,617	$9,516
2018	$402,736	$431,187	$282,101	$-28,451

CHINESE IMMERSION SCHOOL AT DE AVILA PTA