Broadway Elementary 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

2007

Legal Domicile

Principal Officer

Rachel Gomez

Phone

2814652900

Tax Period

2022-06-01 to 2023-05-31

Broadway Elementary PTO, founded in 2007, is a small nonprofit in the Education sector that reported $138K in total revenue in fiscal year 2022. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $21K, a strong 15% operating margin.

Mission

To promote and improve the educational experience at the local elementary school.

Program Service Accomplishments

Program 1

Expenses: $67,292 Revenue: $0

Fall Fundraiser to raise money to supply school with additional learning resources such as software, Chromebooks, shade for outdoor learning, updated gym equipment, updated projectors, and various...

Fall Fundraiser to raise money to supply school with additional learning resources such as software, Chromebooks, shade for outdoor learning, updated gym equipment, updated projectors, and various classroom requests made by teachers

Program 2

Expenses: $25,434 Revenue: $0

Spring Fundraiser to pay for classroom technology updates and PE support

Program 3

Expenses: $5,896 Revenue: $0

Holiday Shop to encourage school spirit and assist paying for cost of learning materials for next semester.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $137,874

TOTAL REVENUE $137,874

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,736

Other Expenses $116,736

TOTAL EXPENSES $116,736

Year-over-Year Comparison

	2022	2021	Change
Revenue	$137,874	$239,674	-0.4%
Expenses	$116,736	$214,970	-0.5%
Net Income	$21,138	$24,704	-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

N/A

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
Rachel Gomez	President	25	Officer	$0	$0	$0
Yvonne Guillieme	VP Programs	25	Officer	$0	$0	$0
Emily Liebert	VP Programs	25	Officer	$0	$0	$0
Brittnie Gutirez	VP Fundraising	15	Officer	$0	$0	$0
April Wilcox	VP Fundraising	15	Officer	$0	$0	$0
Star Monson	Secretary	5	Officer	$0	$0	$0
Kim Holzwarth	Treasurer	15	Officer	$0	$0	$0
Kristina Heck	Parliamentarian	5	Officer	$0	$0	$0
Amanda Keedy	Communications	10	Officer	$0	$0	$0
Kim Power	Volunteer Coordinator	25	Officer	$0	$0	$0
Eden Barret	School Spirit	10	Officer	$0	$0	$0
Angie Gorman	School Spirit	10	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
2023	$137,874	$116,736	$65,832	$21,138
2022	$239,674	$214,970	$44,694	$24,704