SOUTHSIDE PARENTTEACHER ORGANIZATION (PTO) (EIN 237628359) - 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

2012

Legal Domicile

Principal Officer

ELIZABETH SHALLENBERGER

Phone

9413616420

Tax Period

2024-07-01 to 2025-06-30

SOUTHSIDE PARENTTEACHER ORGANIZATION (PTO), founded in 2012, is a small nonprofit in the Education sector that reported $248K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $214K left a modest 14% surplus.

Mission

TO FOSTER AND PROMOTE THE EDUCATION OF STUDENTS AT SOUTHSIDE ELEMENTARY SCHOOL BY FURNISHING AID AND ASSISTANCE TO THE SCHOOL AND BY FOSTERING RELATIONSHIPS BETWEEN THE PARENTS, TEACHERS, AND SCHOOL ADMINISTRATION.

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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 $234,699

Program Service Revenue $36,143

Investment Income $0

Other Revenue $-22,368

TOTAL REVENUE $248,474

Expense Breakdown

Grants Paid $63,806

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $205,465

Other Expenses $150,379

TOTAL EXPENSES $214,185

Year-over-Year Comparison

	2024	2023	Change
Revenue	$248,474	$290,849	-0.1%
Expenses	$214,185	$228,895	-0.1%
Net Income	$34,289	$61,954	-0.4%

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

100

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
INGRID EICHMAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
HEIDI BRANDT	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ELIZABETH SHALLENBERGER	TREASURER	5.00	Officer Director	$0	$0	$0
ASHLEY PALIZZOLO	CO-SECRETARY	5.00	Officer Director	$0	$0	$0
EMILY SPERLING	CO-SECRETARY	5.00	Officer Director	$0	$0	$0
HYATT HELMUTH	CO-SECRETARY	5.00	Officer Director	$0	$0	$0
IVANA RIVOLTA	IMMEDIATE PAST PRESIDENT	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
2025	$248,474	$214,185	$286,672	$34,289
2024	No data	No data	No data	No data
2023	$295,277	$280,302	$191,625	$14,975
2022	$209,439	$265,321	$175,454	$-55,882
2021	$193,917	$94,001	$231,336	$99,916

SOUTHSIDE PARENTTEACHER ORGANIZATION (PTO)