MOUNTAIN BROOK COUNCIL PTO INC (EIN 264085689) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

MARY BRADLEY ANDERSON

Phone

2058714608

Tax Period

2024-07-01 to 2025-06-30

MOUNTAIN BROOK COUNCIL PTO INC, founded in 2009, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2018. Revenue decreased 19% compared to the prior year.

Mission

PROMOTING THE WELFARE OF CHILDREN VIA COLLABORATION OF TEACHERS, SCHOOLS AND PARENTS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,459,900

Program Service Revenue $69,368

Investment Income $4,510

Other Revenue $87,388

TOTAL REVENUE $1,621,166

Expense Breakdown

Grants Paid $1,077,130

Salaries & Benefits $0

Fundraising Expenses $31,140

Program Expenses $1,486,898

Other Expenses $449,408

TOTAL EXPENSES $1,526,538

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,621,166	$2,064,109	-0.2%
Expenses	$1,526,538	$2,215,290	-0.3%
Net Income	$94,628	$-151,181	-1.6%

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

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

800

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
KARON STAPLES	PRESIDENT	2.00	Officer Director	$0	$0	$0
ASHLYNN FALKENBURG SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
STACEY TOWNSEND	TREASURER	1.00	Officer Director	$0	$0	$0
REBECCA EUBANKS	LEGISLATIVE VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RACHEL WILLIAMS	DISTRICT EXPRESSIONS REP	1.00	Officer Director	$0	$0	$0
TERRI LYNN WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
JAYNE GOEDECKE	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA DONALD	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY DRUHAN	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE WOODS	DIRECTOR	1.00	Director	$0	$0	$0
MORGAN COOK	DIRECTOR	1.00	Director	$0	$0	$0
DICKY BARLOW	SUPERINTENDENT OF SCHOOLS	1.00	Director	$0	$0	$0
BECKY HOLT	ALL IN REPRESENTATIVE	1.00	Director	$0	$0	$0
RACHEL WEINGARTNER	MBCS FOUNDATION REPRESENTA	1.00	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	$1,621,166	$1,526,538	$506,650	$94,628
2024	No data	No data	No data	No data
2023	$1,639,509	$1,578,000	$553,830	$61,509
2022	$1,291,426	$1,275,759	$492,321	$15,667
2021	$1,200,783	$1,272,724	$476,654	$-71,941
2020	$1,124,309	$1,116,412	$548,595	$7,897
2019	$1,202,392	$1,179,437	$540,698	$22,955

MOUNTAIN BROOK COUNCIL PTO INC