ERIC S SMITH MIDDLE SCHOOL PTO (EIN 270760818) - 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

2014

Legal Domicile

Principal Officer

TRICIA CHERUBINI

Phone

2017850014

Tax Period

2019-09-01 to 2020-08-31

ERIC S SMITH MIDDLE SCHOOL PTO, founded in 2014, is a small nonprofit in the Education sector that reported $127K in total revenue in fiscal year 2019. Expenses of $113K left a modest 11% surplus.

Mission

TO BRING A CLOSER RELATIONSHIP BETWEEN THE HOME AND SCHOOL, SO THAT PARENTS, GUARDIANS, TEACHERS AND ADMINISTRATORS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION AND EXTRA CURRICULUM ACTIVITIES OF EACH CHILD, WHILE PROMOTING THE WELFARE OF THE STUDENTS, AT HOME, IN THE SCHOOL AND IN THE COMMUNITY AT LARGE. TO ALSO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR EVERY CHILD THE HIGHEST ADVANTAGES IN ALL ASPECTS OF THEIR EDUCATION, AND TO PROVIDE AND ENCOURAGE A WELL-ROUNDED AND EXCITING EXPERIENCE FOR ALL CHILDREN IN AND OUT OF THE CLASSROOM.

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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 (2019)

Revenue Breakdown

Contributions & Grants $10,085

Program Service Revenue $117,069

Investment Income $0

Other Revenue $0

TOTAL REVENUE $127,154

Expense Breakdown

Grants Paid $3,661

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $113,351

Other Expenses $109,696

TOTAL EXPENSES $113,357

Year-over-Year Comparison

	2019	2018	Change
Revenue	$127,154	$120,319	+0.1%
Expenses	$113,357	$110,771	+0.0%
Net Income	$13,797	$9,548	+0.4%

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
JENNIFER CARMAN	PRESIDENT	6.00	Officer Director	$0	$0	$0
KARIN LARSEN	PRESIDENT	6.00	Officer Director	$0	$0	$0
KIRSTEN ROSTKOWSKI	TREASURER	3.00	Officer Director	$0	$0	$0
SONDRA KAUFAN	SECRETARY	6.00	Officer Director	$0	$0	$0
CHELISE ASHWORTH	6TH GRADE VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
ANDREA GODWIN	7TH GRADE VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
LISA THOMPSON	8TH GRADE VICE PRESIDENT	3.00	Officer Director	$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
2020	$127,154	$113,357	$44,755	$13,797
2019	$120,319	$110,771	$30,958	$9,548
2018	$98,548	$92,387	$21,410	$6,161

ERIC S SMITH MIDDLE SCHOOL PTO