BEAUBIEN ELEMENTARY SCHOOL PTO (EIN 043709669) - 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

2002

Legal Domicile

Principal Officer

Kristy Combs

Phone

7735343500

Tax Period

2024-08-01 to 2025-07-31

BEAUBIEN ELEMENTARY SCHOOL PTO, founded in 2002, is a small nonprofit in the Education sector that reported $189K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $216K exceeded revenue, resulting in a 14% operating deficit.

Mission

The PTO (Parent-Teacher Organization) at Beaubien Elementary School is more than just a group of volunteers - it's a partnership between parents, teachers, and community members. We work together to enhance the educational experience by raising funds for school improvements, providing student enrichment opportunities, and organizing engaging community-building events.

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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 $2,170

Program Service Revenue $186,762

Investment Income $1

Other Revenue $0

TOTAL REVENUE $188,933

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $212,148

Other Expenses $216,272

TOTAL EXPENSES $216,272

Year-over-Year Comparison

	2024	2023	Change
Revenue	$188,933	$150,397	+0.3%
Expenses	$216,272	$116,024	+0.9%
Net Income	$-27,339	$34,373	-1.8%

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
DAN METIVIER	MEMBERSHIP	10	Officer Director	$0	$0	$0
ANGELA SLAIWA	TEACHER REPRESENTATIVE	10	Officer Director	$0	$0	$0
HOPE SOMMERFELDT	VOLUNTEER COORDINATOR	10	Officer Director	$0	$0	$0
MATT CORCORAN	VICE PRESIDENT	10	Officer Director	$0	$0	$0
BARBARA EBERT-BALZANO	SPONSORSHIP COORDINATOR	10	Officer Director	$0	$0	$0
KRISTY COMBS	TREASURER	10	Officer Director	$0	$0	$0
JULIE HUBER	PRESIDENT/CEO	10	Officer Director	$0	$0	$0
STEPHANIE HANSEN	RECORDING SECRETARY	10	Officer 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	$188,933	$216,272	$96,173	$-27,339
2024	$150,397	$116,024	$122,845	$34,373
2023	$161,000	$186,059	$88,472	$-25,059
2022	$118,602	$106,067	$113,531	$12,535
2021	$71,482	$78,587	$100,996	$-7,105
2020	$72,504	$96,566	$108,101	$-24,062
2019	$98,972	$58,326	$132,165	$40,646

BEAUBIEN ELEMENTARY SCHOOL PTO