Ella J Baker Montessori 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

2010

Legal Domicile

Principal Officer

EDEN BASS

Phone

2817888854

Tax Period

2024-07-01 to 2025-06-30

Ella J Baker Montessori PTO, founded in 2010, is a small nonprofit in the Education sector that reported $234K in total revenue in fiscal year 2024. The organization ran a surplus of $50K, a strong 21% operating margin.

Mission

voluntary association of parents, guardians, staff, and teachers who support the students enrolled at Baker. The main function shall be to raise funds and organize volunteers to:Support activities,projects,staff, parents,and support a safe and productive learning environment

Program Service Accomplishments

Program 1

Expenses: $62,218

RECOGNIZE AND SUPPORT TEACHERS THROUGH EVENTS AND SUPPORT FOR ATTENDANCE AT INDUSTRY CONFERENCES

Program 2

Expenses: $44,205

COLLECT CLASSROOM SUPPLY FEES AND PURCHASE CLASSROOM SUPPLIES

Program 3

Expenses: $39,342

ENRICH STUDENT EXPERIENCE THROUGH ARTS PROGRAM, SCIENCE PROGRAM, GARDENING PROGRAM AND OTHER ACTIVITIES.

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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 $231,551

Program Service Revenue $0

Investment Income $2,858

Other Revenue $0

TOTAL REVENUE $234,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $32,345

Program Expenses $145,765

Other Expenses $151,807

TOTAL EXPENSES $184,152

Year-over-Year Comparison

	2024	2023	Change
Revenue	$234,409	N/A	N/A
Expenses	$184,152	N/A	N/A
Net Income	$50,257	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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH BRYAN	CO-PRESIDENT	2.00	Officer	$0	$0	$0
JEFERSON SANTOS	TREASURER	2.00	Officer	$0	$0	$0
KATE HICKS	CO PRESIDENT	3.00	Officer	$0	$0	$0
NZINGA JONES	CO PRESIDENT	2.00	Officer	$0	$0	$0
GEORGE FREY	SECRETARY	2.00	Officer	$0	$0	$0
ERICA WESEMAN	CO-PRESIDENT	3.00	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
2025	$234,409	$184,152	$161,309	$50,257