HIGHLAND YALESVILLE ELEMENTARY SCHOOL PTO (EIN 061578035) - 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

2010

Legal Domicile

Principal Officer

STEPHANIE SHEADES

Phone

2032656538

Tax Period

2024-07-01 to 2025-06-30

HIGHLAND YALESVILLE ELEMENTARY SCHOOL PTO, founded in 2010, is a micro nonprofit in the Education sector that reported $36K in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum.

Mission

PROMOTE EDUCATION BY INVOLVING PARENTS AND TEACHERS.

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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 $2,021

Program Service Revenue $0

Investment Income $0

Other Revenue $34,136

TOTAL REVENUE $36,157

Expense Breakdown

Grants Paid $1,030

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,774

Other Expenses $36,334

TOTAL EXPENSES $37,364

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,157	$21,400	+0.7%
Expenses	$37,364	$23,822	+0.6%
Net Income	$-1,207	$-2,422	-0.5%

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
JULIETTE BUCCILLI	VICE - PRESI	2.00	Officer	$0	$0	$0
ERIN HUCKLE	PRESIDENT	2.00	Officer	$0	$0	$0
TARA LUTZEN	SECRETARY	2.00	Officer	$0	$0	$0
STEPHANIE SHEADES	PRESIDENT	2.00	Officer	$0	$0	$0
KELLY STEPHENSON	SECRETARY	2.00	Officer	$0	$0	$0
ERICA UNG	TREASURER	2.00	Officer	$0	$0	$0
ERICA VITALE	TREASURER	2.00	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	$36,157	$37,364	$12,502	$-1,207
2024	$21,400	$23,822	$13,709	$-2,422
2023	$33,103	$37,954	$16,947	$-4,851
2022	$29,762	$32,051	$21,798	$-2,289
2021	$17,124	$18,526	$24,087	$-1,402
2020	$34,342	$24,649	$25,489	$9,693

HIGHLAND YALESVILLE ELEMENTARY SCHOOL PTO