AUSTIN ROAD ELEMENTARY SCHOOL PTO (EIN 061626527) - 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

2013

Legal Domicile

Principal Officer

PATRIA TARDIO

Phone

8456281346

Tax Period

2023-07-01 to 2024-06-30

AUSTIN ROAD ELEMENTARY SCHOOL PTO, founded in 2013, is a small nonprofit in the Education sector that reported $218K in total revenue in fiscal year 2023. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $190K left a modest 13% surplus.

Mission

PARENT TEACHER ORGANIZATION THAT COLLECTS FUNDS AND HOLDS FUNDRAISERS TO EITHER GIVE BACK TO THE SCHOOL BY BUYING MATERIALS, EDUCATIONAL AIDS, OR ACTIVITIES FOR THE STUDENTS AND THEIR FAMILIES

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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 $142,003

Program Service Revenue $75,716

Investment Income $14

Other Revenue $0

TOTAL REVENUE $217,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $104,115

Program Expenses $81,288

Other Expenses $190,075

TOTAL EXPENSES $190,075

Year-over-Year Comparison

	2023	2022	Change
Revenue	$217,733	$133,008	+0.6%
Expenses	$190,075	$126,602	+0.5%
Net Income	$27,658	$6,406	+3.3%

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

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
Susan Downey	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
Karen Safieh	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
Samantha Gumina	Secretary	5.00	Officer Director	$0	$0	$0
Patria Tardio	TREASURER	5.00	Officer Director	$0	$0	$0
Lisa Duonola	CO-VP of Events Mgt	5.00	Director	$0	$0	$0
Megan Fleming	CO-VP of Events Mgt	5.00	Director	$0	$0	$0
Stephanie Altobelli	VP PUBLICITY	5.00	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	No data	No data	No data	No data
2024	$217,733	$190,075	$114,485	$27,658
2023	$133,008	$126,602	$86,822	$6,406
2022	$88,414	$61,805	$80,413	$26,609
2021	$16,250	$26,074	$39,160	$-9,824
2020	$96,769	$153,275	$48,985	$-56,506
2019	$173,277	$155,219	$105,490	$18,058

AUSTIN ROAD ELEMENTARY SCHOOL PTO