Edgewood Middle School 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

2006

Legal Domicile

Principal Officer

Sue Daughtery

Phone

3128539767

Tax Period

2024-07-01 to 2025-06-30

Edgewood Middle School PTO, founded in 2006, is a micro nonprofit in the Education sector that reported $58K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $119K exceeded revenue, resulting in a 104% operating deficit.

Mission

Primary Exempt purpose to provide charitable educational support to Edgewood Middle School

Program Service Accomplishments

Program 1

Expenses: $116,011

School food days, graduation, and other misc. program and support services and expenses

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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 $13,530

Program Service Revenue $10,155

Investment Income $1,061

Other Revenue $33,312

TOTAL REVENUE $58,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,011

Other Expenses $2,549

TOTAL EXPENSES $118,560

Year-over-Year Comparison

	2024	2023	Change
Revenue	$58,058	$83,181	-0.3%
Expenses	$118,560	$78,390	+0.5%
Net Income	$-60,502	$4,791	-13.6%

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

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
Sue Dougherty	Pres	015.00	Officer Director	$0	$0	$0
Melissa Block	VP	015.00	Officer Director	$0	$0	$0
Jenny Heinrich	VP	015.00	Officer Director	$0	$0	$0
Michele Kang	Co - Treas	015.00	Officer Director	$0	$0	$0
Elizabeth Kubicki	Co Treas	015.00	Officer Director	$0	$0	$0
Anne Mucha	Sec	015.00	Officer Director	$0	$0	$0
Amy Gregor	VP	015.00	Officer Director	$0	$0	$0
Josie Beck	Member at large	015.00	Director	$0	$0	$0
Ashley Young Kelley	Member at Large	015.00	Director	$0	$0	$0
Ari Scharg	Member at Large	015.00	Director	$0	$0	$0
Lori Silverman	Member at Large	015.00	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
2025	$58,058	$118,560	$145,803	$-60,502
2024	$83,181	$78,390	$206,305	$4,791
2023	$83,266	$70,011	$201,514	$13,255
2022	$339,888	$290,044	$188,259	$49,844
2020	$276,406	$240,150	$139,482	$36,256
2019	$338,370	$326,469	$104,681	$11,901