NEW HOPE ELEMENTARY PTO INC (EIN 204434632) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

AMY ANDERS

Tax Period

2023-07-01 to 2024-06-30

NEW HOPE ELEMENTARY PTO INC, founded in 2004, is a micro nonprofit in the Education sector that reported $29K in total revenue in fiscal year 2018. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $38K exceeded revenue, resulting in a 29% operating deficit.

Mission

TO SUPPORT THE EDUCATIONAL EFFORTS OF NEW HOPE ELEMENTARY SCHOOL.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,770

Program Service Revenue $10,620

Investment Income $0

Other Revenue $40,679

TOTAL REVENUE $55,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $275

Program Expenses $57,926

Other Expenses $58,496

TOTAL EXPENSES $58,496

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,069	$39,303	+0.4%
Expenses	$58,496	$39,606	+0.5%
Net Income	$-3,427	$-303	+10.3%

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

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
ANNIE HARRIS	PRESIDENT	1.00	Officer	$0	$0	$0
AMY ANDERS	VICE PRESIDE	1.00	Officer	$0	$0	$0
CASSIE WOODY	SECRETARY	1.00	Officer	$0	$0	$0
ALLISON ROBERTS	TREASURER	1.00	Director	$0	$0	$0
TIFFANY GREEN	FUNDRAISING	1.00	Director	$0	$0	$0
JESSICA PENCE	SPECIAL COMM	1.00	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
2024	$55,069	$58,496	$13,926	$-3,427
2023	$39,303	$39,606	$17,353	$-303
2022	$13,283	$8,489	$17,656	$4,794
2021	$763	$7,552	$12,862	$-6,789
2020	$24,068	$22,185	$19,651	$1,883
2019	$29,353	$37,874	$17,768	$-8,521

NEW HOPE ELEMENTARY PTO INC