WEIBEL PARENT TEACHER ORGANIZATION

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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

Principal Officer

SHARON KWOK

Phone

5106516958

Tax Period

2018-07-01 to 2019-06-30

WEIBEL PARENT TEACHER ORGANIZATION, founded in 2001, is a small nonprofit in the Education sector that reported $183K in total revenue in fiscal year 2018. The organization ran a surplus of $37K, a strong 20% operating margin.

Mission

SUPPORT FRED E. WEIBEL SCHOOL BY ENCOURAGING COMMUNICATION BETWEEN PARENTS & TEACHERS, RAISING PARENT AWARENESS AND PROMOTING PARENTS INVOLVEMENT IN SCHOOL ISSUES, AND PROVIDING EDUCATIONAL SUPPLIES AND BENEFITS BEYOND THOSE PROVIDED BY THE SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $57,368

SUPPLIES INCLUDING LIBRARY BOOKS, EDUCATIONAL MATERIALS, AND TECHNOLOGY EQUIPMENT.

Program 2

Expenses: $86,277 Revenue: $112,799

SCHOOL ACTIVITIES INCLUDING ASSEMBLIES, FIELD TRIPS, CLASSROOM ACTIVITIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $69,119

Program Service Revenue $108,300

Investment Income $0

Other Revenue $5,645

TOTAL REVENUE $183,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,645

Other Expenses $146,158

TOTAL EXPENSES $146,158

Year-over-Year Comparison

	2018	2017	Change
Revenue	$183,064	$183,178	0.0%
Expenses	$146,158	$209,075	-0.3%
Net Income	$36,906	$-25,897	-2.4%

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

N/A

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
NADIA KHAN	PRESIDENT	5.00	Officer	$0	$0	$0
PADMINI MISRA	1ST VP	5.00	Officer	$0	$0	$0
RESHU GOYAL	2ND VP	5.00	Officer	$0	$0	$0
SHIWALI SURANA	GENERAL TREASURER	5.00	Officer	$0	$0	$0
KYLA SANTANA	SECRETARY	5.00	Officer	$0	$0	$0
ROBERT SISON	TEACHER TREASURER	10.00	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
2019	$183,064	$146,158	$169,864	$36,906