JOHN MUIR 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

2000

Legal Domicile

Phone

3103922449

Tax Period

2021-07-01 to 2022-06-30

JOHN MUIR ELEMENTARY SCHOOL PTA, founded in 2000, is a micro nonprofit that reported $21K in total revenue in fiscal year 2021. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $88K exceeded revenue, resulting in a 320% operating deficit.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO FORM AN ALLIANCE BETWEEN PARENTS AND TEACHERS IN ORDER TO PROVIDE EDUCATIONAL AND CULTURAL SUPPORT FOR THE SCHOOL, TEACHERS AND STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $86,841

INSTRUCTIONAL AID & SCHOOL ENHANCEMENT

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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 $2,606

Program Service Revenue $0

Investment Income $5

Other Revenue $18,340

TOTAL REVENUE $20,951

Expense Breakdown

Grants Paid $71,150

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,841

Other Expenses $16,772

TOTAL EXPENSES $87,922

Year-over-Year Comparison

	2021	2020	Change
Revenue	$20,951	$14,746	+0.4%
Expenses	$87,922	$8,311	+9.6%
Net Income	$-66,971	$6,435	-11.4%

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
IRENE CAMPOS	President	Director	$0	$0	$0
CHRISTINA ALLEN	Treasurer	Director	$0	$0	$0
DEBRA MCLENDON	Vice President	Director	$0	$0	$0
AIMEE KOEPLIN	Legislative Ch.	Director	$0	$0	$0
NOAH CAMPOS	Vice President	Director	$0	$0	$0
TIFFANY MARTINEZ	Secretary	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
2022	$20,951	$87,922	No data	$-66,971
2021	$14,746	$8,311	$66,971	$6,435
2020	$30,028	$40,682	$60,707	$-10,654
2019	$53,664	$86,437	$71,361	$-32,773
2018	$56,213	$53,819	$104,134	$2,394