VESTAVIA HILLS ELEMENTARY WEST 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

Principal Officer

EMILY REIN

Phone

2054025151

Tax Period

2024-07-01 to 2025-06-30

VESTAVIA HILLS ELEMENTARY WEST PTO is a small nonprofit in the Education sector that reported $159K in total revenue in fiscal year 2024.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $8,600

TO PROVIDE MATERIALS, SUPPLIES, AND EQUIPMENT FOR CLASSROOM SUPPRT

Program 2

Expenses: $110,730

TO PROVIDE SUPPORT FOR SCHOOL-WIDE ENRICHMENT

Program 3

Expenses: $17,266

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 $46,397

Program Service Revenue $13,685

Investment Income $2,387

Other Revenue $96,441

TOTAL REVENUE $158,910

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,492

Other Expenses $154,432

TOTAL EXPENSES $154,432

Year-over-Year Comparison

	2024	2023	Change
Revenue	$158,910	N/A	N/A
Expenses	$154,432	N/A	N/A
Net Income	$4,478	N/A	N/A

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
TAYLOR ALLING	TREASURER-EL	3.00	Officer	$0	$0	$0
JULIE DOUGLASS	TREASURER	3.00	Officer	$0	$0	$0
EMILY REIN	PRESIDENT	6.00	Officer	$0	$0	$0
LAURA TULL	PRESIDENT-EL	3.00	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	$158,910	$154,432	$94,685	$4,478