PRESIDIO MIDDLE SCHOOL PTSA (EIN 946173249) - 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

2012

Legal Domicile

Principal Officer

Janet Yieh

Phone

4157508435

Tax Period

2024-07-01 to 2025-06-30

PRESIDIO MIDDLE SCHOOL PTSA, founded in 2012, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Expenses of $229K exceeded revenue, resulting in a 23% operating deficit.

Mission

The organization's mission is to positively impact the lives of all children and families by representing the members and empowering and supporting them with skills in advocacy, leadership and communication.

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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 $168,810

Program Service Revenue $0

Investment Income $59

Other Revenue $18,066

TOTAL REVENUE $186,935

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $215,163

Other Expenses $229,082

TOTAL EXPENSES $229,082

Year-over-Year Comparison

	2024	2023	Change
Revenue	$186,935	$191,424	0.0%
Expenses	$229,082	$173,257	+0.3%
Net Income	$-42,147	$18,167	-3.3%

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

343

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
Lamar Heystek	President	2.00	Officer	$0	$0	$0
Asia Lee	Historian	1.00		$0	$0	$0
Janet Yieh	Finl Secretary	2.00	Officer	$0	$0	$0
Hannah Gustafson	Membership Chr	1.00		$0	$0	$0
Lily Ye	Treasurer	1.00	Officer	$0	$0	$0
Burcu Hasdemir	Fundraising	5.00		$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	$186,935	$229,082	$177,861	$-42,147
2024	$191,424	$173,257	$218,979	$18,167

PRESIDIO MIDDLE SCHOOL PTSA