SOUTH COUNTY PTSO INC

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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

Kidada Bivins

Phone

5718394339

Tax Period

2020-07-01 to 2021-06-30

SOUTH COUNTY PTSO INC, founded in 2009, is a micro nonprofit in the Education sector that reported $42K in total revenue in fiscal year 2020. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $37K left a modest 12% surplus.

Mission

Enhance educational experience at SCHS

Program Service Accomplishments

Program 1

Expenses: $25,539 Revenue: $0

Senior class recognition/All Night Grad Party--for graduating seniors at South County (approx 570)--provide recognition for seniors whose year was cut short due to COVID-19

Program 2

Expenses: $0 Revenue: $0

Classroom Support-- Funding for purchasing technology, books and other reading material for use in the classroom (approx 2000 students).

Program 3

Expenses: $200 Revenue: $0

Club and honor societies funding and career center support--for all students and staff of South County (approx 2,000)--provide funding for student club activities to included registration fees for...

Club and honor societies funding and career center support--for all students and staff of South County (approx 2,000)--provide funding for student club activities to included registration fees for competitions and conferences such as "Boys State","DECA" or "Girls State", funding for competition uniforms if needed, and other related expenses.

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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 (2020)

Revenue Breakdown

Contributions & Grants $17,407

Program Service Revenue $17,341

Investment Income $20

Other Revenue $7,531

TOTAL REVENUE $42,299

Expense Breakdown

Grants Paid $2,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,170

Other Expenses $34,970

TOTAL EXPENSES $37,170

Year-over-Year Comparison

	2020	2019	Change
Revenue	$42,299	$34,767	+0.2%
Expenses	$37,170	N/A	N/A
Net Income	$5,129	$34,767	-0.9%

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

250

Independent Members

250

Employees

N/A

Volunteers

250

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
Ann Wilkie	President	20	Officer	$0	$0	$0
Francis Fick	1st Vice President	10	Officer	$0	$0	$0
Patty Klunder	2nd Vice President	10	Officer	$0	$0	$0
Kidada Bivins	Treasurer	15	Officer	$0	$0	$0
Renee Flynn	Corresponding Secretary	10	Officer	$0	$0	$0
Melinda Fortunato	Recording Secretary	10	Officer	$0	$0	$0
Gary Morris	Director (School Principal)	5	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
2021	$42,299	$37,170	$28,143	$5,129