BLOOM CARROL ELEMENTARY PTO

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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

2019

Legal Domicile

Tax Period

2020-08-01 to 2021-07-31

BLOOM CARROL ELEMENTARY PTO, founded in 2019, is a micro nonprofit in the Education sector that reported $43K in total revenue in fiscal year 2020. The organization ran a surplus of $29K, a strong 67% operating margin.

Mission

TO PROMOTE INTEREST AMONGST PARENTS AND GUARDIANS, SCHOOL OFFICIALS AND STAFF IN SUPPORT OF SCHOOL PROGRAMS

Program Service Accomplishments

Program 1

Expenses: $14,358

TO PROMOTE INTEREST AMONGST PARENTS AND GUARDIANS, SCHOOL OFFICIALS AND STAFF IN SUPPORT OF SCHOOL PROGRAMS

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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 (2020)

Revenue Breakdown

Contributions & Grants $43,436

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $43,436

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,358

Other Expenses $14,358

TOTAL EXPENSES $14,358

Year-over-Year Comparison

	2020	2019	Change
Revenue	$43,436	N/A	N/A
Expenses	$14,358	N/A	N/A
Net Income	$29,078	N/A	N/A

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

N/A

Employees

N/A

Volunteers

N/A

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
MELISSA GUEULETTE	VP	4.00	Officer	$0	$0	$0
TAMASHA CROUSE TENNANT	SECRETARY	4.00	Officer	$0	$0	$0
JASON HARLANDER	TREASURER	4.00	Officer	$0	$0	$0
LACEY SNOKE	PRESIDENT	4.00	Officer	$0	$0	$0
LEA DRURY	VP BC INTERMEDIATE	4.00	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
2021	$43,436	$14,358	$39,821	$29,078