BEDFORD ELEMENTARY SCHOOLS TOGETHER PTO (EIN 043376892) - 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

1999

Legal Domicile

Principal Officer

LIZZIE DILLON

Phone

7812288376

Tax Period

2023-07-01 to 2024-06-30

BEDFORD ELEMENTARY SCHOOLS TOGETHER PTO, founded in 1999, is a micro nonprofit in the Education sector that reported $16K in total revenue in fiscal year 2023. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $14K left a modest 11% surplus.

Mission

ENHANCEMENT OF THE BEDFORD ELEMENTARY SCHOOLS

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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 $11,519

Program Service Revenue $0

Investment Income $72

Other Revenue $4,667

TOTAL REVENUE $16,258

Expense Breakdown

Grants Paid $9,498

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,148

Other Expenses $4,904

TOTAL EXPENSES $14,402

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,258	$45,699	-0.6%
Expenses	$14,402	$48,824	-0.7%
Net Income	$1,856	$-3,125	-1.6%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE SAVOY	COPRESIDENT	2.000	Officer	$0	$0	$0
WENDY CARLTON	COPRESIDENT	2.000	Officer	$0	$0	$0
JULIE SAMBLE	SECRETARY	2.000	Officer	$0	$0	$0
LIZZIE DILLON	TREASURER	2.000	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
2024	$16,258	$14,402	$56,266	$1,856
2023	$45,699	$48,824	$58,122	$-3,125
2021	$53,010	$46,483	$79,915	$6,527

BEDFORD ELEMENTARY SCHOOLS TOGETHER PTO