VESTAVIA HILLS ELEM DOLLY RIDGE PTO (EIN 264590553) - 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

Principal Officer

JAMIE SMITH

Phone

2054025300

Tax Period

2024-07-01 to 2025-06-30

VESTAVIA HILLS ELEM DOLLY RIDGE PTO is a small nonprofit in the Education sector that reported $171K in total revenue in fiscal year 2022. The organization ran a surplus of $48K, a strong 28% operating margin.

Mission

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

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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 $56,147

Program Service Revenue $3,250

Investment Income $0

Other Revenue $99,290

TOTAL REVENUE $158,687

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,672

Other Expenses $179,844

TOTAL EXPENSES $179,844

Year-over-Year Comparison

	2024	2023	Change
Revenue	$158,687	$169,297	-0.1%
Expenses	$179,844	$201,363	-0.1%
Net Income	$-21,157	$-32,066	-0.3%

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
PAIGE ALLISON	TREASURER	3.00	Officer	$0	$0	$0
BRITTANY SLAPPEY	TREASURER EL	3.00	Officer	$0	$0	$0
JAMIE SMITH	PRESIDENT	6.00	Officer	$0	$0	$0
GINNY WEBB	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	$158,687	$179,844	$103,020	$-21,157
2024	$169,297	$201,363	$121,677	$-32,066
2023	$171,346	$123,780	$146,743	$47,566

VESTAVIA HILLS ELEM DOLLY RIDGE PTO