EVERGLADES PTO INC (EIN 273169948) - 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

2010

Legal Domicile

Principal Officer

Jamie Summerside - Treasurer

Phone

5617929070

Tax Period

2024-08-01 to 2025-07-31

EVERGLADES PTO INC, founded in 2010, is a small nonprofit in the Education sector that reported $185K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

Promotes communication and cultivates a sense of community between parents, students, and faculty through collaboration, school-based family engagement activities (family nights, fall festival, wellness events, etc.) Enhances our educational environment - supporting teachers and students by raising funds for educational materials, campus improvements, innovative instructional support, and technology. Recruits and coordinates volunteers for programs and projects that support and enrich our curriculum and educational goals. Works in partnership to serve and advocate for all of our students and to help create a safe and healthy learning environment where students can excel and feel confident in themselves.

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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 $184,739

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $184,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $72,074

Program Expenses $124,838

Other Expenses $199,996

TOTAL EXPENSES $199,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$184,739	$218,440	-0.2%
Expenses	$199,996	$203,919	0.0%
Net Income	$-15,257	$14,521	-2.1%

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
Jessica Unger	President	20	Officer	$0	$0	$0
Jen Roberson	Secretary	20	Officer	$0	$0	$0
Jamie Summerside	President	20	Officer	$0	$0	$0
Justine Smith	Vice President	20	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	$184,739	$199,996	$70,537	$-15,257
2024	$218,440	$203,919	$91,387	$14,521
2023	$206,510	$180,708	$72,576	$25,802

EVERGLADES PTO INC