SHERMAN ELEMENTARY 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

2000

Legal Domicile

Principal Officer

MELISSA ZAJIC

Phone

4157493530

Tax Period

2024-07-01 to 2025-06-30

SHERMAN ELEMENTARY PTA, founded in 2000, is a small nonprofit that reported $257K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50K, a strong 19% operating margin.

Mission

FUND SCHOOL ENRICHMENT PROGRAMS AND FACILITATE COMMUNITY EVENTS.

Program Service Accomplishments

Program 1

Expenses: $177,597

SHERMAN PTA SUPPORTS SFUSD'S SHERMAN ELEMENTARY SCHOOL, ITS STUDENTS AND COMMUNITY BY PROVIDING FUNDS, ENABLING PROGRAMS AND SERVICES, ORGANIZING VOLUNTEERS, AND ENCOURAGING FAMILY/FACULTY ENGAGEMENT FOR STUDENT SUCCESS AND WELL-BEING.SHERMAN ELEMENTARY IS AN SFUSD K-5 SCHOOL LOCATED IN SAN FRANCISCO'S COW HOLLOW-MARINA DISTRICT. SHERMAN'S PROGRAMS WOULD NOT BE POSSIBLE WITHOUT A UNIQUE PARTNERSHIP BETWEEN THE SCHOOL SITE AND SHERMAN PTA TO LEVERAGE RESOURCES COLLABORATIVELY AND STRATEGICALLY. SHERMAN PTA PROVIDES DONATED FUNDS TO ENABLE CLASS-SIZE REDUCTION ACROSS ALL GRADES, A CREDENTIALED COMPUTER SCIENCE/TECHNOLOGY AND MATH TEACHER, TIER 2 LITERACY SUPPORT, RECESS TRAINING AND EQUIPMENT, SCIENCE/GARDEN ENRICHMENT, FIELD TRIPS, CLASSROOM SUPPLIES AND TEACHER PROFESSIONAL DEVELOPMENT, DANCE AND CULTURAL CELEBRATIONS. PTA PROGRAMS COMPLEMENT AND ENGAGE FAMILIES AROUND SITE BALANCED LITERACY PROGRAMS, MATH, SOCIAL STUDIES, NEXT-GENERATION SCIENCE CURRICULUM, AND SOCIAL EMOTIONAL SUPPORT.

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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 $105,883

Program Service Revenue $0

Investment Income $427

Other Revenue $150,672

TOTAL REVENUE $256,982

Expense Breakdown

Grants Paid $149,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $177,597

Other Expenses $58,071

TOTAL EXPENSES $207,071

Year-over-Year Comparison

	2024	2023	Change
Revenue	$256,982	$214,018	+0.2%
Expenses	$207,071	$171,435	+0.2%
Net Income	$49,911	$42,583	+0.2%

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

180

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
TERRY SEITZ	PRESIDENT	12.50	Officer Director	$0	$0	$0
SHANAN DELP	SECRETARY	1.00	Officer Director	$0	$0	$0
MELISSA ZAJIC	TREASURER	7.50	Officer Director	$0	$0	$0
MARISSA ACREE	VICE PRESIDENT (COMMUNICAT	4.00	Officer Director	$0	$0	$0
ANDREA SADORRA	VICE PRESIDENT (EVENTS)	7.50	Officer Director	$0	$0	$0
JULIE PEARSON	VICE PRESIDENT (FUNDRAISIN	3.00	Officer Director	$0	$0	$0
SHERRY KARLSSON	FINANCIAL SECRETARY	2.00	Director	$0	$0	$0
MARK BENITEZ	AUDITOR	1.00	Director	$0	$0	$0
SHEILA PARMAR	HISTORIAN	2.00	Director	$0	$0	$0
JESSICA COSTANZO	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
KATIE MALONE	GARDEN COMMITTEE CHAIR	2.50	Director	$0	$0	$0
JILL TARGONSKI	COMMUNITY OUTREACH CHAIR	1.50	Director	$0	$0	$0
RUBY PALARCA	SDC REPRESENTATIVE	1.00	Director	$0	$0	$0
ASHLEY HEDRICK	DEI CHARI	1.00	Director	$0	$0	$0
ALEXA HANLEY	STAFF REPRESENTATIVE	1.00	Director	$0	$0	$0
SARA BENNETT	STAFF REPRESENTATIVE	1.00	Director	$0	$0	$0
HELEN PARKER LEIGH	PRINCIPAL	5.00	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
2025	$256,982	$207,071	$445,200	$49,911
2024	$214,018	$171,435	$401,189	$42,583
2023	$228,170	$221,674	$355,305	$6,496
2022	$229,594	$169,151	$338,809	$60,443
2021	$193,125	$192,440	$331,787	$685
2020	$331,729	$135,660	$331,101	$196,069
2019	$240,957	$300,644	$135,032	$-59,687
2018	$271,946	$228,615	$191,981	$43,331