Ohlone Elem 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

1953

Legal Domicile

Phone

6508561726

Tax Period

2024-07-01 to 2025-06-30

Ohlone Elem School PTA, founded in 1953, is a small nonprofit that reported $237K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $226K left a modest 4% surplus.

Mission

to support students, staff and parents at Ohlone Elementary School

Program Service Accomplishments

Program 1

Expenses: $111,690

The PTA funds classroom materials, curriculum support and overall school support.

Program 2

Expenses: $96,774 Revenue: $88,598

The PTA provides support for the library, the farm program, and other programs.

Program 3

Expenses: $15,712 Revenue: $18,348

The PTA supports community with activities such as a Pancake Breakfast, Parent Education meetings, an Ice Skating Party, Bingo Night, and a Back to School Picnic. School logo clothing is sold at...

The PTA supports community with activities such as a Pancake Breakfast, Parent Education meetings, an Ice Skating Party, Bingo Night, and a Back to School Picnic. School logo clothing is sold at cost, and an annual Yearbook is produced.

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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 $142,077

Program Service Revenue $106,946

Investment Income $10

Other Revenue $-12,107

TOTAL REVENUE $236,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $224,176

Other Expenses $226,429

TOTAL EXPENSES $226,429

Year-over-Year Comparison

	2024	2023	Change
Revenue	$236,926	$218,696	+0.1%
Expenses	$226,429	$208,371	+0.1%
Net Income	$10,497	$10,325	+0.0%

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
Yudy Deng	President	37.00	Officer	$0	$0	$0
Etta Lin	Treasurer	10.00	Officer	$0	$0	$0
Margaret Rickling	Co VP Communications	1.00	Officer	$0	$0	$0
Cristina Smith	Co VP Community Building	3.00	Officer	$0	$0	$0
Kalapi Biswas	VP Enrichment	0.50	Officer	$0	$0	$0
Matt ONeill	VP Technology	1.00	Officer	$0	$0	$0
Helen Yu Wang	Parliamentarian	0.50	Officer	$0	$0	$0
Lynn Wolf	Secretary	1.00	Officer	$0	$0	$0
Akshaya Aradhya	Executive Vice President	1.00	Officer	$0	$0	$0
Lizzy Liu	Co VP Outreach	0.50	Officer	$0	$0	$0
Shanshan Xu	Co VP Outreach	0.50	Officer	$0	$0	$0
Helen Wilson	VP Ways and Means	5.00	Officer	$0	$0	$0
Kyla Farrell	Co VP Communications	0.50	Officer	$0	$0	$0
Angie Sanaee	Co VP Community Building	0.50	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
2025	$236,926	$226,429	$82,631	$10,497
2024	$218,696	$208,371	$72,134	$10,325
2023	$164,193	$168,032	$61,809	$-3,839
2022	$145,154	$150,065	$65,648	$-4,911
2021	$119,955	$142,630	$70,559	$-22,675
2020	$183,797	$189,983	$93,234	$-6,186
2019	$236,239	$197,783	$99,420	$38,456