Sherwood Elementary School PTO NFP

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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

Deanna Arthur

Phone

2247653800

Tax Period

2024-07-01 to 2025-06-30

Sherwood Elementary School PTO NFP, founded in 2007, is a micro nonprofit in the Education sector that reported $48K in total revenue in fiscal year 2024. Net assets of $148K represent 37 months of operating reserves.

Mission

Raise funds to support the educational activies of the School

Program Service Accomplishments

Program 1

Expenses: $4,575

Assemblies and Field trips

Program 2

Expenses: $22,885

Supplies for Classrooms and Staff Support

Program 3

Expenses: $16,538

Student Enrichment

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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 $9,608

Program Service Revenue $0

Investment Income $1,656

Other Revenue $36,537

TOTAL REVENUE $47,801

Expense Breakdown

Grants Paid $43,998

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,998

Other Expenses $3,902

TOTAL EXPENSES $47,900

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,801	$45,841	+0.0%
Expenses	$47,900	$39,352	+0.2%
Net Income	$-99	$6,489	-1.0%

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

326

Independent Members

326

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
Stefani Briskman	Co Pres	005.00	Officer Director	$0	$0	$0
Michelle Brown	Co Pres	005.00	Officer Director	$0	$0	$0
Deanna Arthur	Treas	002.00	Officer Director	$0	$0	$0
Scott Rosen	Co Treas	002.00	Officer Director	$0	$0	$0
Samantha Elias	Fundraising	002.00	Director	$0	$0	$0
Heather Hobbs	Communications	002.00	Director	$0	$0	$0
Audrea King	Sec	002.00	Officer Director	$0	$0	$0
Ali McGriff	Website	002.00	Director	$0	$0	$0
Leslee Cohen-Lavin	Hospitality	002.00	Director	$0	$0	$0
Jenny Muslin	Staff Appreciation	002.00	Director	$0	$0	$0
Betsy Scher	Staff Appreciation	002.00	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	$47,801	$47,900	$147,761	$-99
2024	$45,841	$39,352	$147,860	$6,489
2023	$68,859	$46,679	$141,371	$22,180
2022	$40,993	$51,380	$119,664	$-10,387
2021	$11,541	$38,978	$131,459	$-27,437
2020	$56,234	$42,080	$158,896	$14,154
2019	$81,389	$31,531	$144,742	$49,858