Henry E Huntington Parent Teachers Association of San Marino Calif (EIN 956116587) - 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

1954

Legal Domicile

Phone

6262997064

Tax Period

2023-07-01 to 2024-06-30

Henry E Huntington Parent Teachers Association of San Marino Calif, founded in 1954, is a small nonprofit that reported $168K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 22% operating margin.

Mission

Promote the education and welfare of the students, parents and teachers of the Henry E. Huntington Middle School.

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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 $88,005

Program Service Revenue $24,667

Investment Income $12

Other Revenue $55,171

TOTAL REVENUE $167,855

Expense Breakdown

Grants Paid $88,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,011

Other Expenses $41,843

TOTAL EXPENSES $130,643

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,855	$135,540	+0.2%
Expenses	$130,643	$140,682	-0.1%
Net Income	$37,212	$-5,142	-8.2%

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

425

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
Lauren Shen	PTA President	22.00	Officer Director	$0	$0	$0
Sri Abboy	Executive VP	5.00	Officer Director	$0	$0	$0
Cathy Newton	1st VP Programs	2.00	Officer Director	$0	$0	$0
Daisy Wilson	2nd VP-Membrshp	4.00	Officer Director	$0	$0	$0
Jennifer Kang	3rdVP-WaysMeans	16.00	Officer Director	$0	$0	$0
Kyu Kang	HauntingtonBrkf	6.00	Director	$0	$0	$0
Jerry Shen	HauntingtonBrkf	6.00	Director	$0	$0	$0
Hwannie Shen	Parliamentarian	5.00	Officer Director	$0	$0	$0
Mei Wong	Historian	4.00	Director	$0	$0	$0
Becky Watlington	Parent Party	6.00	Director	$0	$0	$0
Mikah O'Mara	Parent Party	6.00	Director	$0	$0	$0
Ryan Zanotti	Sprng Fndraisr	4.00	Director	$0	$0	$0
Sarah Rome	Parent Party Ch	4.00	Director	$0	$0	$0
Ellie Helmy	Record Sec	3.00	Officer Director	$0	$0	$0
Christina Trauber	Corres Sec	2.00	Officer Director	$0	$0	$0
Carmen Vishwanath	Treasurer	8.00	Officer Director	$0	$0	$0
Kasumi Roddick	Fincl Sec	2.00	Director	$0	$0	$0
Xinyan Huang	Fincl Review	2.00	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
2024	$167,855	$130,643	$181,009	$37,212
2023	$135,540	$140,682	$131,405	$-5,142
2022	$120,643	$170,673	$58,991	$-50,030
2020	$172,462	$158,013	$107,789	$14,449
2020	$172,462	$158,013	$107,789	$14,449

Henry E Huntington Parent Teachers Association of San Marino Calif