SUGAR CREEK ELEMENTARY SCHOOL PTO (EIN 270439419) - Form 990 Financial Analysis & Trantor Score

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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

MELISSA COLETTA

Phone

9807221084

Tax Period

2023-07-01 to 2024-06-30

SUGAR CREEK ELEMENTARY SCHOOL PTO, founded in 2009, is a small nonprofit in the Education sector that reported $102K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $126K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PROVIDE SUPPORT OF SUGAR CREEK ELEMENTARY SCHOOL PROGRAMS AND TEACHING CURRICULUMS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $49,915

Investment Income $0

Other Revenue $52,564

TOTAL REVENUE $102,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $10,134

Program Expenses $110,926

Other Expenses $115,647

TOTAL EXPENSES $125,781

Year-over-Year Comparison

	2023	2022	Change
Revenue	$102,479	$117,316	-0.1%
Expenses	$125,781	$122,401	+0.0%
Net Income	$-23,302	$-5,085	+3.6%

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

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
MELISSA COLETTA	PRESIDENT	15.00	Officer	$0	$0	$0
ASHLEY DONHUE	VICE PRESIDE	10.00	Officer	$0	$0	$0
ADRIENNE MABER	SECRETARY	5.00	Officer	$0	$0	$0
SARAH ROBINSON	TREASURER	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
2024	$102,479	$125,781	$55,662	$-23,302
2023	$117,316	$122,401	$78,964	$-5,085
2022	$90,005	$86,443	$84,049	$3,562
2021	$42,891	$14,780	$80,487	$28,111
2020	$-8,327	$34,424	$52,376	$-42,751
2019	$28,153	$32,485	$95,127	$-4,332

SUGAR CREEK ELEMENTARY SCHOOL PTO