OSBORN SCHOOL PTO (EIN 200403157) - 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

2003

Legal Domicile

Principal Officer

SHARON MANTEL

Phone

9149676100

Tax Period

2024-07-01 to 2025-06-30

OSBORN SCHOOL PTO, founded in 2003, is a small nonprofit in the Education sector that reported $356K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

TO ENRICH THE OSBORN SCHOOL CURRICULUM, PROGRAMS AND FACILITIES

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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 $40,901

Program Service Revenue $94,040

Investment Income $9,827

Other Revenue $211,086

TOTAL REVENUE $355,854

Expense Breakdown

Grants Paid $174,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $366,356

Other Expenses $194,559

TOTAL EXPENSES $368,559

Year-over-Year Comparison

	2024	2023	Change
Revenue	$355,854	$468,758	-0.2%
Expenses	$368,559	$460,403	-0.2%
Net Income	$-12,705	$8,355	-2.5%

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
SHARON MANTEL	CO-PRESIDENT	5.00	Officer	$0	$0	$0
STACY BITTEL	CO-VP FUNDRA	3.00	Officer	$0	$0	$0
KARYL THIGPEN	EX OFFICIO	3.00	Officer	$0	$0	$0
KATIE MARCHI	CO-VP CURRIC	3.00	Officer	$0	$0	$0
JEN CAIN	CO-PRESIDENT	5.00	Officer	$0	$0	$0
ANDREA TAIT	CO-VP COMMUN	3.00	Officer	$0	$0	$0
STEPHANIE GIORDANO	RAISE REPRES	3.00	Officer	$0	$0	$0
LIZ SMITH	CO-VP COMMUN	3.00	Officer	$0	$0	$0
CLAIRE WESCHLER	WEEKLY EDITO	3.00	Officer	$0	$0	$0
CAROLYN JESSUP	CO-TREASURER	5.00	Officer	$0	$0	$0
LYDIA ZOLMAN	CO-TREASURER	5.00	Officer	$0	$0	$0
GEORGIA DYER	SECRETARY	3.00	Officer	$0	$0	$0
EMILY BORELL	CO-VP CURRIC	3.00	Officer	$0	$0	$0
KRISSIE MARTINEZ	CO-VP FUNDRA	3.00	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	$355,854	$368,559	$266,261	$-12,705
2024	$468,758	$460,403	$278,966	$8,355
2023	$273,276	$215,990	$270,611	$57,286
2022	$199,496	$238,265	$213,325	$-38,769
2021	$76,660	$65,847	$252,094	$10,813
2020	$214,421	$176,440	$241,281	$37,981
2019	$209,708	$240,268	$203,300	$-30,560

OSBORN SCHOOL PTO