OAK HILLS ELEMENTARY 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

1988

Legal Domicile

Phone

8187074224

Tax Period

2018-07-01 to 2019-06-30

OAK HILLS ELEMENTARY SCHOOL PTA, founded in 1988, is a small nonprofit that reported $241K in total revenue in fiscal year 2018. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $290K exceeded revenue, resulting in a 20% operating deficit.

Mission

THE MISSION OF THE OAK HILLS ELEMENTARY SCHOOL PTA IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES, AT THE SCHOOL, BY REPRESENTING OUR MEMBERS, AND EMPOWERING AND SUPPORTING THEM WITH SKILLS IN ADVOCACY, LEADERSHIP AND COMMUNICATIONS.

Program Service Accomplishments

Program 1

Expenses: $285,621

SCHOOL SUPPLIES PROGRAM - THE COLLECTION OF A SUPPLIES DONATION FROM THOSE FAMILIES WILLING TO MAKE SUCH DONATION, PROVIDES THE NECESSARY SCHOOL SUPPLIES FOR EVERY STUDENT AT OAK HILLS ELEMENTARY FOR THE ENTIRE SCHOOL YEAR. THIS INCLUDES CONSUMABLE SUPPLIES SUCH AS PENCILS, CRAYONS AND MARKERS, AS WELL AS PAPER. SCISSORS, GLUE, ETC.

Program 2

MUSIC PROGRAM - FUNDING OF THIS PROGRAM HAS ALLOWED ALL OF THE STUDENTS AT OAK HILLS ELEMENTARY TO RECEIVE A QUALITY MUSIC AND INSTRUMENT CURRICULUM ONE A WEEK, TAUGHT BY A TEACHER, WHOSE SOLE FOCUS...

Program 3

PE (PHYSICAL EDUCATION PROGRAM) - FUNDING OF THIS PROGRAM HAS ALLOWED ALL OF THE STUDENTS AT OAK HILLS ELEMENTARY TO RECEIVE A QUALITY PHYSICAL EDUCATION CURRICULUM TWICE A WEEK, TAUGHT BY A TEACHER...

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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 (2018)

Revenue Breakdown

Contributions & Grants $170,063

Program Service Revenue $71,292

Investment Income $134

Other Revenue $0

TOTAL REVENUE $241,489

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $285,621

Other Expenses $289,623

TOTAL EXPENSES $289,623

Year-over-Year Comparison

	2018	2017	Change
Revenue	$241,489	$201,410	+0.2%
Expenses	$289,623	$199,219	+0.5%
Net Income	$-48,134	$2,191	-23.0%

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

333

Independent Members

N/A

Employees

N/A

Volunteers

408

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
BRIANNA ADAMS	President	15.00	Officer	$0	$0	$0
HOLLY EXLER	Treasurer	2.00	Officer	$0	$0	$0
BLANCA ELAZARY	PARLIAMENTARIAN	2.00	Officer	$0	$0	$0
JILL MUNOZ	RECORD SECRETAR	2.00	Officer	$0	$0	$0
PARIVA MODABERPOUR	CORRES SECRETAR	2.00	Officer	$0	$0	$0
ADORA CHU	FIN'L SECRETARY	10.00	Officer	$0	$0	$0
KRISTEN JOHNSON	VP WAYS&MEANS	2.00	Officer	$0	$0	$0
DARCY GILBERT	VPCOMMUNICATION	2.00	Officer	$0	$0	$0
KATINA SNYDER	VP PROGRAMS	2.00	Officer	$0	$0	$0
ASHLEI VARGAS	VP MEMBERSHIP	2.00	Officer	$0	$0	$0
VIVAN TAM	ASST FINL SECRT	2.00	Officer	$0	$0	$0
BRENNA GUTELL	AUDITOR	2.00	Officer	$0	$0	$0
DANA SPEELMAN	HISTORIAN	2.00	Officer	$0	$0	$0
LAUREN FERGUSON	ROOM PARNT LIAS	2.00	Officer	$0	$0	$0
ANGELA GIRALDO	VOLUNTEER COORD	2.00	Officer	$0	$0	$0
MICHELLE BECKLEY	ASST WAYS&MEANS	2.00	Officer	$0	$0	$0
TARA LEE	ASST MEMBERSHIP	2.00	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
2019	$241,489	$289,623	$119,603	$-48,134