CORRY PTO (EIN 205036105) - 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

Legal Domicile

Principal Officer

BOBBI KAFFERLIN

Phone

8146640363

Tax Period

2023-06-01 to 2024-05-31

CORRY PTO, founded in 2006, is a micro nonprofit in the Education sector that reported $88K in total revenue in fiscal year 2023. Expenses of $97K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROMOTE WELFARE TO 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 (2023)

Revenue Breakdown

Contributions & Grants $87,836

Program Service Revenue $0

Investment Income $1

Other Revenue $0

TOTAL REVENUE $87,837

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $39,677

Program Expenses $67,438

Other Expenses $97,426

TOTAL EXPENSES $97,426

Year-over-Year Comparison

	2023	2022	Change
Revenue	$87,837	$90,646	0.0%
Expenses	$97,426	$53,904	+0.8%
Net Income	$-9,589	$36,742	-1.3%

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

N/A

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
BOBBI KAFFERLIN	PRESIDENT	2.00	Officer	$0	$0	$0
BECKY STILL	VICE PRESIDENT	2.00	Officer	$0	$0	$0
MELISSA HIGLEY	TREASURER	2.00	Officer	$0	$0	$0
STACEY SMITH	SECRETARY	2.00	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	No data	No data	No data	No data
2024	$87,837	$97,426	$43,129	$-9,589
2023	$90,646	$53,904	$31,659	$36,742

CORRY PTO