JV WASHAM ELEMENTARY PTO INC (EIN 204692394) - 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

2006

Principal Officer

MICHELLE PIERCE

Phone

9803431071

Tax Period

2024-07-01 to 2025-06-30

JV WASHAM ELEMENTARY PTO INC, founded in 2006, is a small nonprofit in the Education sector that reported $139K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $56K, a strong 40% operating margin.

Mission

TO SUPPORT J.V. WASHAM ELEMENTARY SCHOOL IN CORNELIUS, NORTH CAROLINA, THEIR TEACHERS, AND THEIR STUDENTS.

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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 $4,479

Program Service Revenue $73,069

Investment Income $0

Other Revenue $61,536

TOTAL REVENUE $139,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,935

Other Expenses $82,915

TOTAL EXPENSES $82,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$139,084	$102,543	+0.4%
Expenses	$82,915	$126,581	-0.3%
Net Income	$56,169	$-24,038	-3.3%

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
LYNN BETTENCOURT	VP FUNDRAISI	N/A	Officer	$0	$0	$0
EMILY BIXLER	CO-PRESIDENT	N/A	Officer	$0	$0	$0
DEEDRA GRANDELLI	VP COMMUNICA	N/A	Officer	$0	$0	$0
DEEDRA GRANDELLI	VP VOLUNTEER	N/A	Officer	$0	$0	$0
JEN HENDRICKSON	CO-PRESIDENT	N/A	Officer	$0	$0	$0
MELISSA MCLEOD	VP VOLUNTEER	N/A	Officer	$0	$0	$0
BRIAN NELSON	VP OF COMMUN	N/A	Officer	$0	$0	$0
ADRAINE OVCHARENKO	VP FUNDRAISI	N/A	Officer	$0	$0	$0
MICHELLE PIERCE	TREASURER	N/A	Officer	$0	$0	$0
KATIE SANDLER	SECRETARY	N/A	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	$139,084	$82,915	$114,670	$56,169
2024	$102,543	$126,581	$58,501	$-24,038
2023	$140,612	$125,192	$82,539	$15,420
2021	$56,235	$87,787	$60,047	$-31,552
2020	$86,666	$85,125	$91,599	$1,541

JV WASHAM ELEMENTARY PTO INC