VESTAVIA HILLS ELEMENTARY EAST 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

2009

Legal Domicile

Principal Officer

CASSIE THOMPSON

Phone

2054025200

Tax Period

2024-07-01 to 2025-06-30

VESTAVIA HILLS ELEMENTARY EAST PTO, founded in 2009, is a small nonprofit that reported $190K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $51K, a strong 27% operating margin.

Mission

TO SUPPORT THE STUDENTS,FACULTY,PARENTS, AND STAFF THROUGH SCHOOL ACTIVITIES THAT PROMOTE ACADEMIC ACHIEVEMENT AND ENCOURAGE STUDENT ENRICHMENT.

Program Service Accomplishments

Program 1

Expenses: $5,110

TO PROVIDE MATERIALS,SUPPLIES,AND EQUIPMENT FOR CLASSROOM SUPPORT

Program 2

Expenses: $98,739

TO PROVIDE SUPPORT FOR SCHOOL-WIDE ENRICHMENT

Program 3

Expenses: $23,747

FOR THE SUPPORT AND APPRECIATION OF THE TEACHERS/STAFF

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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 $86,170

Program Service Revenue $4,665

Investment Income $0

Other Revenue $99,094

TOTAL REVENUE $189,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,596

Other Expenses $138,759

TOTAL EXPENSES $138,759

Year-over-Year Comparison

	2024	2023	Change
Revenue	$189,929	$159,461	+0.2%
Expenses	$138,759	$139,035	0.0%
Net Income	$51,170	$20,426	+1.5%

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

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
MANDY BAILEY	TREASURER	3.00	Officer	$0	$0	$0
LINDSAY BOOTH	TREASURER EL	3.00	Officer	$0	$0	$0
KATIE BUSHBY	PRESIDENT EL	3.00	Officer	$0	$0	$0
CASSIE THOMPSON	PRESIDENT	6.00	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	$189,929	$138,759	$80,809	$51,170
2024	$159,461	$139,035	$22,438	$20,426
2023	$220,964	$355,219	$153,797	$-134,255