AE WRIGHT-MIDDLE SCHOOL PFC (EIN 953368047) - 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

2003

Tax Period

2021-07-01 to 2022-06-30

AE WRIGHT-MIDDLE SCHOOL PFC, founded in 2003, is a small nonprofit that reported $210K in total revenue in fiscal year 2021. The organization ran a surplus of $78K, a strong 37% operating margin.

Mission

TO PROVIDE SUPPORT FOR ARTHUR E WRIGHT MIDDLE SCHOOL LOCATED IN CALABASAS, CA. THE ORGANIZATION RAISES MONEY THROUGH CONTRIBUTIONS AND SPECIAL SCHOOL EVENTS TO PAY FOR VARIOUS PROGRAMS THAT GO TO BENEFIT THE SCHOOL, ITS TEACHERS AND ITS STUDENTS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $209,608

Program Service Revenue $0

Investment Income $22

Other Revenue $0

TOTAL REVENUE $209,630

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,340

Fundraising Expenses $18,019

Program Expenses $103,443

Other Expenses $108,415

TOTAL EXPENSES $131,755

Year-over-Year Comparison

	2021	2020	Change
Revenue	$209,630	N/A	N/A
Expenses	$131,755	N/A	N/A
Net Income	$77,875	N/A	N/A

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

N/A

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	Role	Reportable Comp	Other Comp	Total
KEDRA GOTTLEIB	PARLIAMENTARIAN	Director	$0	$0	$0
SHELLEY HAMNER	VP Fundraising	Director	$0	$0	$0
HEIDI BANKS	VP VOLUNTEERS	Director	$0	$0	$0
SAMANTHA LITMAN	Secretary	Officer	$0	$0	$0
JANELLE DARVEY	Treasurer	Officer	$0	$0	$0
TAMMY HATHAWY	Co-President	Officer	$0	$0	$0
PATRICIA AGOS	President	Officer	$0	$0	$0
PATRIA SHARP	Co-President	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
2022	$209,630	$131,755	$289,259	$77,875

AE WRIGHT-MIDDLE SCHOOL PFC