UNIONVILLE-CHADDS FORD SCHOOL DISTRICT PTO

EIN: 233052741 501(c)(3) Education

KENNETT SQUARE, PA

Total Revenue
$124,286
Total Expenses
$105,772
Total Assets
$195,681
Net Assets
$195,681
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
PA
Principal Officer
AMANDA BIGGS
Phone
6103883807
Tax Period
2023-08-01 to 2024-07-31

UNIONVILLE-CHADDS FORD SCHOOL DISTRICT PTO, founded in 2000, is a small nonprofit in the Education sector that reported $124K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $106K left a modest 15% surplus.

Mission

THE UNIONVILLE-CHADDS FORD SCHOOL DISTRICT PTO CONSISTS OF PARENT-TEACHER ORGANIZATIONS AT TWO SCHOOLS WITHIN THE UNIONVILLE-CHADDS FORD SCHOOL DISTRICT TO PROVIDE AN OPPORTUNITY FOR DISCUSSION OF MUTUAL CONCERNS OF PARENTS AND TEACHERS, TO FOSTER COMMUNICATION WITHIN THE SCHOOL AND COMMUNITY, AND TO PROVIDE SERVICES TO THE SCHOOLS AND STUDENTS WITHIN THE SCHOOL DISTRICT. IN ADDITION AND IN FURTHERANCE OF ITS PURPOSES, THE ORGANIZATION ACTS IN AN ADVISORY AND COORDINATING CAPACITY WITH THE OTHER PARENT TEACHER ORGANIZATIONS OF SCHOOLS WITHIN THE SCHOOL DISTRICT.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $12,937
Program Service Revenue $7,325
Investment Income $3,635
Other Revenue $100,389
TOTAL REVENUE $124,286

Expense Breakdown

Grants Paid $67,802
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $100,757
Other Expenses $37,970
TOTAL EXPENSES $105,772

Year-over-Year Comparison

2023 2022 Change
Revenue $124,286 $130,931 -0.1%
Expenses $105,772 $82,006 +0.3%
Net Income $18,514 $48,925 -0.6%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
400

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
0
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KRISTEN YOUNG UNIONVILLE HS - PRESIDENT 2.00
Director
$0 $0 $0
HOANG-Q NGUYEN UNIONVILLE HS - TREASURER 2.00
Director
$0 $0 $0
ANNA MARCOTTE UNIONVILLE HS - SCHOLARSHIP, SECRETARY 2.00
Director
$0 $0 $0
SHIRISHA KANTHALA UNIONVILLE HS - ENRICHMENT 2.00
Director
$0 $0 $0
CHRISTIE CHRISTIAN UNIONVILLE HS - ENRICHMENT 2.00
Director
$0 $0 $0
CANDACE DAVIS UNIONVILLE HS - AT LARGE 2.00
Director
$0 $0 $0
LUZIDALIA VELEZ UNIONVILLE HS - AT LARGE 2.00
Director
$0 $0 $0
BETH ROCCA PATTON - CO-PRESIDENT 2.00
Director
$0 $0 $0
SANDRA YOUNG PATTON - CO-PRESIDENT 2.00
Director
$0 $0 $0
RAVI CHODAVARAPU PATTON - CO VICE PRESIDENT 2.00
Director
$0 $0 $0
AMY DAY PATTON - CO VICE PRESIDENT 2.00
Director
$0 $0 $0
AMANDA BIGGS PATTON - TREASURER 2.00
Director
$0 $0 $0
JEANNIE MESSA PATTON - RECORDING SECRETARY 2.00
Director
$0 $0 $0
MARIE BRUNET PATTON - AT LARGE 2.00
Director
$0 $0 $0
CHRISTINA CONDELLES PATTON - ENRICHMENT CHAIR 2.00
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 $124,286 $105,772 $195,681 $18,514
2023 $130,931 $82,006 $177,167 $48,925
2022 $129,784 $210,442 $128,242 $-80,658
2021 $43,391 $101,575 $210,244 $-58,184
2020 $80,113 $100,783 $268,428 $-20,670
2019 $126,444 $130,473 $289,098 $-4,029
2018 $149,579 $125,983 $353,201 $23,596
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