Parkside Montessori 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

1954

Legal Domicile

Principal Officer

Yoshiko Yamakawa

Phone

6503127575

Tax Period

2023-07-01 to 2024-06-30

Parkside Montessori PTA, founded in 1954, is a small nonprofit that reported $217K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $99K, a strong 46% operating margin.

Mission

The Parkside Montessori PTA (Parent Teacher Association) is a non-profit organization that supports our school by organizing community events, funding in-class instructional aides, providing additional classroom supplies, leading campus clean up and beautification efforts, sponsoring field trips and assemblies, and much more to improve our campus, enrich our classrooms and support our teachers.

Program Service Accomplishments

Program 1

Expenses: $111,253

During the year ended June 30, 2024, the Parkside Montessori PTA supported Parkside elementary by organizingcommunity events, funding in-class instructional aides, providing additional classroom...

During the year ended June 30, 2024, the Parkside Montessori PTA supported Parkside elementary by organizingcommunity events, funding in-class instructional aides, providing additional classroom supplies, leading campus clean up and beautification efforts, sponsoring field trips and assemblies, and much more to improve the campus, enrich the classroom experience for the students and to support the teachers. The level of support was impacted by the pandemic

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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 (2023)

Revenue Breakdown

Contributions & Grants $203,914

Program Service Revenue $0

Investment Income $1,311

Other Revenue $11,563

TOTAL REVENUE $216,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,990

Program Expenses $111,253

Other Expenses $112,749

TOTAL EXPENSES $117,739

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,788	$186,869	+0.2%
Expenses	$117,739	$137,256	-0.1%
Net Income	$99,049	$49,613	+1.0%

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

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
Carly Seiff	President	1.00	Officer Director	$0	$0	$0
Melina Norton	Exec. VP	1.00	Officer Director	$0	$0	$0
Sarah Proemsey	VP Community Dev.	1.00	Officer Director	$0	$0	$0
Alexis Fisher	VP Rev. Strategy & Fundrai	1.00	Officer Director	$0	$0	$0
Yaima Valdivia	VP Communication	1.00	Officer Director	$0	$0	$0
Michael Darling	VP Membership	1.00	Officer Director	$0	$0	$0
Tuan Nguyen	Treasurer	1.00	Officer Director	$0	$0	$0
Andrew Reback	Secretary	1.00	Officer Director	$0	$0	$0
Brandie Berlin	Historian	1.00	Director	$0	$0	$0
Hema Krishnan	Financial Secretary	1.00	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	No data	No data	No data	No data
2024	$216,788	$117,739	$423,150	$99,049
2023	$186,869	$137,256	$324,101	$49,613