HARRISONVILLE ELEMENTARY PTO C/O TERRI OTTO (EIN 237556483) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

TERRI OTTO

Phone

8167833790

Tax Period

2024-07-01 to 2025-06-30

HARRISONVILLE ELEMENTARY PTO C/O TERRI OTTO, founded in 2002, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $29K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

CHILDREN'S EDUCATION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $29,306

TOTAL REVENUE $29,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,397

Other Expenses $29,397

TOTAL EXPENSES $29,397

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,306	$32,175	-0.1%
Expenses	$29,397	$32,932	-0.1%
Net Income	$-91	$-757	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
HOLLY WESTOVER	SOCIAL MEDIA	2.00	Director	$0	$0	$0
AMY BOWMAN	PRESIDENT	2.00	Officer	$0	$0	$0
ALLISON BROWN	SECRETARY	2.00	Officer	$0	$0	$0
COURTNEY BERISLAVICH	VICE PRESIDENT	2.00	Officer	$0	$0	$0
TERRY OTTO	TREASURER	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	$29,306	$29,397	$15,657	$-91
2024	$32,175	$32,932	$15,748	$-757
2023	$29,893	$31,023	$16,505	$-1,130
2022	$25,490	$28,521	$17,635	$-3,031
2021	$12,701	$29,219	$20,666	$-16,518
2020	$34,798	$48,575	$37,184	$-13,777
2019	$35,782	$39,327	$50,961	$-3,545

HARRISONVILLE ELEMENTARY PTO C/O TERRI OTTO