Fort Thomas Independent PTO Group Return (EIN 208356539) - 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

2004

Legal Domicile

Principal Officer

Alicia Gesenhues

Phone

8597813333

Tax Period

2024-07-01 to 2025-06-30

Fort Thomas Independent PTO Group Return, founded in 2004, is a small nonprofit in the Education sector that reported $266K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $231K left a modest 13% surplus.

Mission

Support Fort Thomas Independent School District's 3 elementary schools, 1 middle school, and 1 high school by providing for activities and supplies that are not funded by school budget.

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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 $61,961

Program Service Revenue $0

Investment Income $0

Other Revenue $204,189

TOTAL REVENUE $266,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $221,848

Other Expenses $231,254

TOTAL EXPENSES $231,254

Year-over-Year Comparison

	2024	2023	Change
Revenue	$266,150	$306,610	-0.1%
Expenses	$231,254	$266,741	-0.1%
Net Income	$34,896	$39,869	-0.1%

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
Ashley Turner	Executive Officer	5.00	Officer Director	$0	$0	$0
Beth Pawsat	Executive Officer	5.00	Officer Director	$0	$0	$0
Erika Peter	Executive Officer	5.00	Officer Director	$0	$0	$0
Brad Bach	Executive Officer	5.00	Officer Director	$0	$0	$0
Monica Menniger	Executive Officer	5.00	Officer Director	$0	$0	$0
Shanna Novosel	Executive Officer	5.00	Officer Director	$0	$0	$0
Alicia Gesenhues	Executive Officer	5.00	Officer Director	$0	$0	$0
Michelle McGuire	Executive Officer	5.00	Officer Director	$0	$0	$0
Alison Morris	Executive Officer	5.00	Officer Director	$0	$0	$0
Amy Amin	Executive Officer	5.00	Officer Director	$0	$0	$0
Jessica Kremer	Executive Officer	5.00	Officer 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	$266,150	$231,254	$265,618	$34,896
2024	$306,610	$266,741	$231,429	$39,869
2023	$237,669	$297,479	$190,636	$-59,810
2022	$227,615	$220,804	$246,374	$6,811
2021	$91,650	$160,153	$245,163	$-68,503
2020	$170,253	$176,636	$313,666	$-6,383
2019	$184,908	$198,345	$322,504	$-13,437

Fort Thomas Independent PTO Group Return