Swenke Elementary 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

Tax Period

2018-08-01 to 2019-07-31

Swenke Elementary PTO, founded in 2009, is a small nonprofit in the Education sector that reported $134K in total revenue in fiscal year 2018.

Mission

To support the education of children at Swenke Elementry School.

Program Service Accomplishments

Program 1

Expenses: $15,393

Staff Development 10,000Tutors 625Scholarship 2,000Storage Facility 2769

Program 2

Expenses: $14,259

Educational Materials 10213 and Class Parties 4047

Program 3

Expenses: $11,445

Butterfly Garden

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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 (2018)

Revenue Breakdown

Contributions & Grants $133,670

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $133,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $72,006

Program Expenses $53,764

Other Expenses $130,723

TOTAL EXPENSES $130,723

Year-over-Year Comparison

	2018	2017	Change
Revenue	$133,670	N/A	N/A
Expenses	$130,723	N/A	N/A
Net Income	$2,947	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
Shelley Cooper	President	5.00	Officer	$0	$0	$0
Amy Matthews Matthews	Treasurer	5.00	Officer	$0	$0	$0
Karen Thompson	Treasurer	5.00	Officer	$0	$0	$0
Bella Anguiano	VP Primary Fundraising	3.00	Officer	$0	$0	$0
Karla Woods	VP Secretary	3.00	Officer	$0	$0	$0
Marina Tatum	VP Special Events	3.00	Officer	$0	$0	$0
Elizabeth Miller	Principal	2.00	Officer	$0	$0	$0
Jessica Downey	VP Membership	5.00	Officer	$0	$0	$0
Heather Quist	VP Secondary Fundraising	2.00	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
2019	$133,670	$130,723	$54,558	$2,947
2018	$152,666	$203,397	$50,973	$-50,731