PEARRE CREEK 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

Legal Domicile

Principal Officer

JENNY HOLLEY

Phone

6154725150

Tax Period

2024-07-01 to 2025-06-30

PEARRE CREEK ELEMENTARY PTO is a small nonprofit in the Education sector that reported $130K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

PARENT-TEACHER ORGANIZATION SUPPORTING PEARRE CREEK ELEMENTARY SCHOOL WILLIAMSON COUNTY, TENNESSEE.

Program Service Accomplishments

Program 1

Expenses: $9,971

SPECIFIC PROGRAM PURCHASES DEDICATED TO STUDENT ENRICHMENT ACTIVITIES

Program 2

Expenses: $54,732

PURCHASES FOR USE BY STUDENTS AT PEARRE CREEK ELEMENTARY

Program 3

Expenses: $14,119

PURCHASES OF RECOGNITION MATERIALS FOR FACULTY AND STAFF OF PEARRE CREEK ELEMENTARY

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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 (2024)

Revenue Breakdown

Contributions & Grants $123,108

Program Service Revenue $0

Investment Income $0

Other Revenue $6,765

TOTAL REVENUE $129,873

Expense Breakdown

Grants Paid $79,666

Salaries & Benefits $0

Fundraising Expenses $14,264

Program Expenses $78,822

Other Expenses $49,600

TOTAL EXPENSES $129,266

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,873	$152,509	-0.1%
Expenses	$129,266	$169,829	-0.2%
Net Income	$607	$-17,320	-1.0%

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

N/A

Independent Members

N/A

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	Role	Reportable Comp	Other Comp	Total
SAMANTHA PETERSON	PRESIDENT	Officer	$0	$0	$0
ELIZABETH KOZAK	1ST VICE PRESIDENT	Officer	$0	$0	$0
COURTNEY SANDERS	SECRETARY	Officer	$0	$0	$0
JENNY HOLLEY	TREASURER	Officer	$0	$0	$0
EMILY HARDER	2ND VICE PRESIDENT	Officer	$0	$0	$0
KRISTEN HOWARD	ASSISTANT TREASURER	Officer	$0	$0	$0
LIZ DOWLING	COMMUNITY DEVELOPMENT	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	$129,873	$129,266	$57,028	$607
2024	$152,509	$169,829	$53,116	$-17,320
2023	$148,636	$194,214	$70,437	$-45,578
2022	$167,237	$146,493	$115,992	$20,744
2021	$80,969	$98,694	$95,268	$-17,725
2020	$53,086	$15,753	$112,992	$37,333
2019	$51,346	$15,715	$80,528	$35,631