WELLINGTON PTO INC (EIN 043093301) - 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

1990

Legal Domicile

Principal Officer

LINDSAY KALMAKIS

Phone

6179935638

Tax Period

2022-07-01 to 2023-06-30

WELLINGTON PTO INC, founded in 1990, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $905K left a modest 11% surplus.

Mission

TO FOSTER COMMUNICATION, UNDERSTANDING, AND CO-OPERATION AMONG PARENTS AND TEACHERS TO PROVIDE SUPPORT AND SERVICES TO THE SCHOOL COMMUNITY TO ENCOURAGE SUPPORT OF PUBLIC EDUCATION IN THE TOWN OF BELMONT AND TO PROVIDE STUDENT CARE TO THE WELLINGTON COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $31,070

Program Service Revenue $986,179

Investment Income $430

Other Revenue $0

TOTAL REVENUE $1,017,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $653,565

Fundraising Expenses $0

Program Expenses $901,416

Other Expenses $251,801

TOTAL EXPENSES $905,366

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,017,679	$900,700	+0.1%
Expenses	$905,366	$788,533	+0.1%
Net Income	$112,313	$112,167	+0.0%

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

Independent Members

Employees

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENN MURPHY	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
LINDSAY KALMAKIS	CO PRESIDENT	3.00	Officer Director	$0	$0	$0
LAURA CASTELLI	TREASURER	3.00	Officer Director	$0	$0	$0
AUDREY MILLER	CO PRESIDENT	3.00	Officer Director	$0	$0	$0
MARY GHARIOS	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JAS KAUR	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
BECKY BERK	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
NAIARA FUENTES	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
SARA COLLEARY	RECORDING SECRETARY	3.00	Officer Director	$0	$0	$0
HEIDI PAISNER-ROFFMAN	PRINCIPAL	3.00	Director	$0	$0	$0
MINA VAHEDI	FACULTY REPRESENTATIVE	3.00	Officer	$0	$0	$0
LUCY SECHE	VICE PRESIDENT	3.00	Officer	$0	$0	$0
KELLIE GALLAGHER	CO PRESIDENT STUDENT CARE	3.00	Officer	$0	$0	$0
NOEL FRIEDMAN	CO PRESIDENT STUDENT CARE	3.00	Officer	$0	$0	$0
ALI WEIHOFEN	VICE PRESIDENT	3.00	Officer	$0	$0	$0
SARAH ALDY	VICE PRESIDENT	3.00	Officer	$0	$0	$0
LANDER ARRUE	TREASURER	3.00	Officer	$0	$0	$0
SELENA FONSECA	VICE PRESIDENT	3.00	Officer	$0	$0	$0
INGRID HENRY	VICE PRESIDENT	3.00	Officer	$0	$0	$0
ALLISON DAHL	VICE PRESIDENT	3.00	Officer	$0	$0	$0
MATT BROWN	TECHNOLOGY COORDINATOR	3.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,017,679	$905,366	$652,463	$112,313
2022	$900,700	$788,533	$540,204	$112,167
2021	$323,070	$425,935	$399,240	$-102,865
2020	$883,019	$1,002,722	$480,310	$-119,703
2019	$970,520	$980,232	$658,540	$-9,712
2018	$895,198	$891,239	$661,596	$3,959

WELLINGTON PTO INC