CARLISLE PARENT TEACHER ORGANIZATION C/O KATIE VACHON TREASURER (EIN 046130387) - 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

1967

Legal Domicile

Principal Officer

KATIE VACHON

Phone

6463181500

Tax Period

2024-07-01 to 2025-06-30

CARLISLE PARENT TEACHER ORGANIZATION C/O KATIE VACHON TREASURER, founded in 1967, is a micro nonprofit that reported $99K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $121K exceeded revenue, resulting in a 22% operating deficit.

Mission

TO SUPPORT THE CARLISLE PUBLIC SCHOOL SYSTEM BY PROVIDING TEACHER GRANTS, CURRICULUM ENRICHMENT PROGRAMS, EDUCATIONAL SUPPLIES, TRAVEL COSTS FOR FIELD TRIPS, AND OTHER PROGRAMS THEN ENHANCE THE SCHOOL 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 (2024)

Revenue Breakdown

Contributions & Grants $49,880

Program Service Revenue $18,943

Investment Income $0

Other Revenue $30,537

TOTAL REVENUE $99,360

Expense Breakdown

Grants Paid $8,775

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,840

Other Expenses $13,531

TOTAL EXPENSES $121,371

Year-over-Year Comparison

	2024	2023	Change
Revenue	$99,360	$110,763	-0.1%
Expenses	$121,371	$110,028	+0.1%
Net Income	$-22,011	$735	-30.9%

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

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
ELENA KENNEDY	FUNDRAISING	2.00	Director	$0	$0	$0
LYNETTE KELLEHER	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
KRYSTAL GIBBS	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
KATIE VACHON	TREASURER	2.00	Officer Director	$0	$0	$0
CATHERINE HYUN	CO-CURRICULUM ENRICHMENT	2.00	Director	$0	$0	$0
KAITLIN WATERSON	CO-CURRICULUM ENRICHMENT	2.00	Director	$0	$0	$0
CHRIS WINDERS	PUBLICITY AND MARKETING CHAIR	2.00	Director	$0	$0	$0
DEEPA CHUNGI	MIDDLE SCHOOL CHAIR	2.00	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	$99,360	$121,371	$426,381	$-22,011
2024	$110,763	$110,028	$482,391	$735
2023	$197,281	$301,830	$481,656	$-104,549
2022	$1,197,087	$760,979	$552,205	$436,108

CARLISLE PARENT TEACHER ORGANIZATION C/O KATIE VACHON TREASURER