POCOPSON ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION

EIN: 203555115 501(c)(3) Education

WEST CHESTER, PA

Total Revenue
$107,978
Total Expenses
$92,987
Total Assets
$73,245
Net Assets
$73,245
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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
2004
Legal Domicile
PA
Principal Officer
SARA KATULKA
Phone
6107939241
Tax Period
2022-08-01 to 2023-07-31

POCOPSON ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION, founded in 2004, is a small nonprofit in the Education sector that reported $108K in total revenue in fiscal year 2022. Revenue decreased 15% compared to the prior year. Expenses of $93K left a modest 14% surplus.

Mission

POCOPSON PARENT TEACHER ORGANIZATION IS SETUP FOR THE ENRICHMENT AND ENHANCEMENT OF THE SCHOOL POPULATION FOR ELEMENTARY SCHOOL STUDENTS FOR THE GRADES OF K THRU 5. INCLUDED WITH THE ACTIVITIES ARE VARIOUS ENRICHMENT PROGRAMING FOR STUDENTS ALONG WITH VARIOUS ENHANCEMENTS TO THE SCHOOL. DEVELOPMENT AND STUDENT NEEDS ARE MET THROUGH VARIOUS GRANTS AND FUNDING PROGRAMS TO EACH CLASS TO ASSIST WITH THE LEARNING EXPERIENCE AND SUPPLEMENT SCHOOL SUPPLIES AND ANCILLARY REQUIREMENTS. THE PARENT TEACHER ORGANIZATION RAISES FUNDS WITH MANY DIFFERENT PARTNERING COMPANIES THAT BENEFITS BOTH THE FAMILIES OF THE STUDENTS WITH PRODUCTS WHILE THE ORGANIZATION EARNS REVENUE AND DISTRIBUTES THESE FUNDS BACK TO THE SCHOOL.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $107,943
Investment Income $35
Other Revenue $0
TOTAL REVENUE $107,978

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $91,725
Other Expenses $92,987
TOTAL EXPENSES $92,987

Year-over-Year Comparison

2022 2021 Change
Revenue $107,978 $127,253 -0.2%
Expenses $92,987 $107,771 -0.1%
Net Income $14,991 $19,482 -0.2%
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
7
Independent Members
N/A
Employees
N/A
Volunteers
25

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
0
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DENAE RUSSELL Secretary 2.00
Director
$0 $0 $0
MARY BOND Secretary 2.00
Director
$0 $0 $0
JAYME HURN Treasurer 2.00
Director
$0 $0 $0
JACKIE FITZGERALD Secretary 2.00
Director
$0 $0 $0
MARY KATE LOOMIS CO-PRESIDENT 2.00
Director
$0 $0 $0
SARA KATULKA President 2.00
Director
$0 $0 $0
ERIN REESE Vice President 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
2023 $107,978 $92,987 $73,245 $14,991
2022 $127,253 $107,771 $58,254 $19,482
2021 $56,233 $38,606 $38,772 $17,627
2020 $66,037 $90,152 $21,145 $-24,115
2019 $127,285 $121,526 $45,260 $5,759
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