William L Valentine Elementary Sch… - Form 990 Financial Data

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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

6262997090

Tax Period

2024-07-01 to 2025-06-30

William L Valentine Elementary School Parent Teacher Association, founded in 1954, is a small nonprofit that reported $369K in total revenue in fiscal year 2024.

Mission

To promote the education and welfare of the students, parents and teachers of the William L. Valentine Elementary School.

Program Service Accomplishments

Program 1

Expenses: $387,253

PTA events supported the education and welfare of 670 students, parents, 71 certificated teachers and staff (including Special ED, ELD, Speech, PE, Counselor) of the William L. Valentine Elementary School. PTA supported and/or sponsored events for the 24-25 academic year included Fall Fair, Book Fair, Read-A-Thon, Engineering Fair, Jog-A-Thon, Doughnuts at Dawn, Lunar New Year, Reflections, Staff Appreciation, and Winter & Spring Music performance. Additionally, PTA continued their support through programs including Directory, Health Service Supplies, Heart of Gold Awards, Logo Spirit Wear, PE Supplemental Supplies, Music Program, Art Program, Red Ribbon Week, Classroom Subscriptions, Teachers Wishlist, Staff Appreciation Yearbooks, and Library Supplies. Total Volunteer hours totalled 47280The 24-25 Valentine PTA Allocations Committee recommended, and subsequently the Association agreed, to allocate money to School-wide Technology upgrades, Playground Improvements, Field Trips, New School Graphics, Safety Equipment, PBIS Incentives, STEAM Class Enrichment, TK/Kinder Play Area improvement, as well as to Specialists Costs of Employment for the 2024-2025 academic year. These funds are being held in the Valentine Elementary PTA bank account until further direction from the district is received.

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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 (2024)

Revenue Breakdown

Contributions & Grants $145,438

Program Service Revenue $49,817

Investment Income $126

Other Revenue $173,695

TOTAL REVENUE $369,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $387,253

Other Expenses $395,927

TOTAL EXPENSES $395,927

Year-over-Year Comparison

	2024	2023	Change
Revenue	$369,076	$355,400	+0.0%
Expenses	$395,927	$314,722	+0.3%
Net Income	$-26,851	$40,678	-1.7%

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

385

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
Kim Wong	President	144.00	Officer Director	$0	$0	$0
Dania Sigler	Exec. VP	32.00	Officer Director	$0	$0	$0
Melanie Henry	1st VP-Programs	28.00	Officer Director	$0	$0	$0
Ryan Zanotti	2nd VP-Mmbrshp	5.00	Officer Director	$0	$0	$0
Faye Kumjian	3rd VP	21.00	Officer Director	$0	$0	$0
Ray Lancon	Prnt Pty Cchair	16.00	Director	$0	$0	$0
Carolina Kokoris	Prnt Pty Cchair	16.00	Director	$0	$0	$0
Natalia Montoya Farrow	Fair Co-Chair	11.00	Director	$0	$0	$0
Danielle Takata Herring	FallFr Chair	8.00	Director	$0	$0	$0
Marisol Mork	Recording Sec.	6.00	Officer Director	$0	$0	$0
Stacy Paek	Corres. Sec.	5.00	Officer Director	$0	$0	$0
Cher Hsu	Treasurer	8.00	Officer Director	$0	$0	$0
Kasumi Roddick	Fincl Secretary	2.00	Director	$0	$0	$0
Jennifer Mak	Finl review	5.00	Director	$0	$0	$0
Elsa Fu	Historian	2.00	Director	$0	$0	$0
Mandy Saber	Parliamentarian	5.00	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
2025	$369,076	$395,927	$478,087	$-26,851
2024	$355,400	$314,722	$504,938	$40,678
2023	$362,046	$260,511	$463,349	$101,535
2022	$239,373	$189,258	$361,814	$50,115
2020	$348,939	$218,600	$293,675	$130,339
2019	$388,218	$378,466	$163,336	$9,752

William L Valentine Elementary School Parent Teacher Association