ERNEST F UPHAM PARENT TEACHER ORGA… - 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

2010

Legal Domicile

Principal Officer

ADRIANNA BERTUCCI

Phone

7814466285

Tax Period

2018-07-01 to 2019-06-30

ERNEST F UPHAM PARENT TEACHER ORGANIZATION, founded in 2010, is a small nonprofit that reported $176K in total revenue in fiscal year 2018. Revenue surged 253% from the prior year, signaling strong growth momentum. The organization ran a surplus of $111K, a strong 63% operating margin.

Mission

THE UPHAM PARENT TEACHER ORGANIZATION (PTO) PROVIDES FUNDS TO SUPPORT PROGRAMS AT THE UPHAM ELEMENTARY SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $61,040

GRANTS TO AND EXPENDITURES FOR THE BENEFIT OF WELLESLEY PUBLIC SCHOOLS TO PROMOTE EDUCATION OF THE CHILDREN OF WELLESLEY, MA. GRANTS AND EXPENDITURES ARE FOR CLASSROOM SUPPLIES, LIBRARY BOOKS...

GRANTS TO AND EXPENDITURES FOR THE BENEFIT OF WELLESLEY PUBLIC SCHOOLS TO PROMOTE EDUCATION OF THE CHILDREN OF WELLESLEY, MA. GRANTS AND EXPENDITURES ARE FOR CLASSROOM SUPPLIES, LIBRARY BOOKS, TEACHING EQUIPENT, PARENT-TEACHER EVENTS, STUDENT EVENTS, SCHOOL LANDSCAPING & FACILITIES, AND CHARITIES THAT PROMOTE EDUCATION.

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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 $173,510

Program Service Revenue $9,907

Investment Income $49

Other Revenue $-7,432

TOTAL REVENUE $176,034

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,040

Other Expenses $64,862

TOTAL EXPENSES $64,862

Year-over-Year Comparison

	2018	2017	Change
Revenue	$176,034	$49,802	+2.5%
Expenses	$64,862	$110,472	-0.4%
Net Income	$111,172	$-60,670	-2.8%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
ADRIANNA BERTUCCI	CO-PRESIDENT	1.00	Director	$0	$0	$0
GINA BEAUVAIS	CO-PRESIDENT	1.00	Director	$0	$0	$0
JANICE ENEYNI	CO-TREASURER	1.00	Director	$0	$0	$0
HYUN SONG	CO-TREASURER	1.00	Director	$0	$0	$0
MARGIE GABRIEL	CO-SECRETARY	1.00	Director	$0	$0	$0
HEATHER POOLEY	CO-SECRETARY	1.00	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	No data	No data	No data	No data
2019	$176,034	$64,862	$146,748	$111,172

ERNEST F UPHAM PARENT TEACHER ORGANIZATION