EMMA HART WILLARD SCHOOL PTO

EIN: 066203971 501(c)(3) Education

BERLIN, CT

Total Revenue
$56,803
Total Expenses
$60,163
Total Assets
$45,720
Net Assets
$45,720
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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
1991
Legal Domicile
CT
Phone
8606557600
Tax Period
2023-07-01 to 2024-06-30

EMMA HART WILLARD SCHOOL PTO, founded in 1991, is a micro nonprofit in the Education sector that reported $57K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year.

Mission

PROMOTE ENRICHMENT & EDUCATION

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $56,778
Program Service Revenue $0
Investment Income $25
Other Revenue $0
TOTAL REVENUE $56,803

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $48,786
Other Expenses $60,163
TOTAL EXPENSES $60,163

Year-over-Year Comparison

2023 2022 Change
Revenue $56,803 $69,858 -0.2%
Expenses $60,163 $73,797 -0.2%
Net Income $-3,360 $-3,939 -0.1%
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
60

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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KAREN STURTEVANT PRESIDENT 1.00
Officer
$0 $0 $0
LINDSAY JESSOP VICE PRESIDENT 1.00
Officer
$0 $0 $0
SARA LOPOFSKY TREASURER 1.00
Officer
$0 $0 $0
MELISSA GIBBONS SECRETARY 1.00
Officer
$0 $0 $0
RAEANN OLINDA PARENT COORDINATOR 1.00
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 No data No data No data No data
2024 $56,803 $60,163 $45,720 $-3,360
2023 $69,858 $73,797 $48,530 $-3,939
2022 $71,287 $57,833 $50,695 $13,454
2021 $29,323 $28,511 $47,726 $812
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