KAISER ELEMENTARY SCHOOL PFO

EIN: 953764593 501(c)(3) Education

COSTA MESA, CA

Total Revenue
$276,150
Total Expenses
$253,245
Total Assets
$513,243
Net Assets
$513,243
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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
1994
Legal Domicile
CA
Principal Officer
HOLLY SOLIDAY
Phone
9496325324
Tax Period
2024-07-01 to 2025-06-30

KAISER ELEMENTARY SCHOOL PFO, founded in 1994, is a small nonprofit in the Education sector that reported $276K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $253K left a modest 8% surplus.

Mission

THE PFO RAISES FUNDS TO PROMOTE AND SPONSOR ACTIVITIES, PROVIDE EQUIPMENT, SUPPLIES, AND OTHER NEEDS OF THE SCHOOL WHICH ARE NOT PROVIDED BY THE SCHOOL DISTRICT, IN ORDER TO ENHANCE THE EDUCATIONAL EXPERIENCE OF ALL STUDENTS.

Program Service Accomplishments

Program 1
Expenses: $249,496

THE PFO RAISES FUNDS TO PROMOTE AND SPONSOR ACTIVITIES, PROVIDE EQUIPMENT, SUPPLIES, AND OTHER NEEDS OF THE SCHOOL WHICH ARE NOT PROVIDED BY THE SCHOOL DISTRICT, IN ORDER TO ENHANCE THE EDUCATIONAL...

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THE PFO RAISES FUNDS TO PROMOTE AND SPONSOR ACTIVITIES, PROVIDE EQUIPMENT, SUPPLIES, AND OTHER NEEDS OF THE SCHOOL WHICH ARE NOT PROVIDED BY THE SCHOOL DISTRICT, IN ORDER TO ENHANCE THE EDUCATIONAL EXPERIENCE OF ALL 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $84,519
Program Service Revenue $0
Investment Income $21
Other Revenue $191,610
TOTAL REVENUE $276,150

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $249,496
Other Expenses $253,245
TOTAL EXPENSES $253,245

Year-over-Year Comparison

2024 2023 Change
Revenue $276,150 $367,213 -0.2%
Expenses $253,245 $240,224 +0.1%
Net Income $22,905 $126,989 -0.8%
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

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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
25

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
12
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RACHEL CHERRY SECRETARY 5.00
Officer
$0 $0 $0
BETH CIEMINIS VP - ARTS 10.00
Officer
$0 $0 $0
MARCI KUMURA PRESIDENT 20.00
Officer
$0 $0 $0
COURTNEY LUCAS PRESIDENT 20.00
Officer
$0 $0 $0
MELISSA ROBINSON VP - COMMUNI 10.00
Officer
$0 $0 $0
STEPHANIE ROBSON VP - ENRICHM 10.00
Officer
$0 $0 $0
ALLISON SANDEN TREASURER 15.00
Officer
$0 $0 $0
VANESSA SIEMSEN PRESIDENT 20.00
Officer
$0 $0 $0
TIFFANY SLATER PARLIAMENTAR 5.00
Officer
$0 $0 $0
HOLLY SOLIDAY AUDITOR 5.00
Officer
$0 $0 $0
AIMEE TAKUMI VP - FUNDRAI 15.00
Officer
$0 $0 $0
ALYSSSA WUESTEFELD MEMBERSHIP 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
2026 No data No data No data No data
2025 $276,150 $253,245 $513,243 $22,905
2024 No data No data No data No data
2023 $233,778 $228,046 $363,349 $5,732
2022 $247,853 $130,743 $357,617 $117,110
2020 $240,185 $179,523 $239,862 $60,662
2019 $166,947 $190,593 $179,200 $-23,646
2018 $231,197 $180,376 $202,846 $50,821
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