MONTGOMERY ELEMENTARY PTO INC (EIN 273542408) - 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

CHRISTINA JOYNER

Phone

6786767502

Tax Period

2023-07-01 to 2024-06-30

MONTGOMERY ELEMENTARY PTO INC, founded in 2010, is a small nonprofit in the Education sector that reported $212K in total revenue in fiscal year 2023. Revenue surged 105% from the prior year, signaling strong growth momentum. Expenses of $192K left a modest 10% surplus.

Mission

THE PTO'S MISSION IS TO SUPPORT MONTGOMERY STUDENTS, TEACHERS, AND STAFF BY PROMOTING QUALITY EDUCATION, STRIVING TO EXPAND THE ARTS, ENCOURAGING COMMUNITY INVOLVEMENT, AND WORKING TO PROVIDE A SAFE AND HEALTHY ENVIRONMENT FOR OUR CHILDREN.

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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 (2023)

Revenue Breakdown

Contributions & Grants $242,488

Program Service Revenue $0

Investment Income $1,301

Other Revenue $-31,439

TOTAL REVENUE $212,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $94,643

Program Expenses $90,330

Other Expenses $138,971

TOTAL EXPENSES $191,922

Year-over-Year Comparison

	2023	2022	Change
Revenue	$212,350	$103,791	+1.0%
Expenses	$191,922	$179,826	+0.1%
Net Income	$20,428	$-76,035	-1.3%

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
DAWN POWELL	PRESIDENT	20.00	Officer Director	$0	$0	$0
JESSICA FELFOLDI	PRESIDENT ELECT	10.00	Officer Director	$0	$0	$0
CHRISTINA JOYNER	TREASURER	10.00	Officer Director	$0	$0	$0
SARA COBURN	SECRETARY	3.00	Officer Director	$0	$0	$0
KEIRA MILLER	PARLIAMENTARIAN	2.00	Officer Director	$0	$0	$0
MARIEL DEYONKER	VP ACADEMIC AFFAIRS	2.00	Officer Director	$0	$0	$0
STEPHANIE WILLIAMS	VP ACADEMIC AFFAIRS	2.00	Officer Director	$0	$0	$0
JOSH BROWN	VP ADMINISTRATION	5.00	Officer Director	$0	$0	$0
KRISTEN SCHUST	VP COMMUNICATIONS	2.00	Officer Director	$0	$0	$0
JENNIFER MUSERELLO	VP EDUCATIONAL ENHANCEMENT	2.00	Officer Director	$0	$0	$0
MIRA GOHIL	VP ENDOWMENT FUND	2.00	Officer Director	$0	$0	$0
AMANDA QUICK	VP EVENTS	2.00	Officer Director	$0	$0	$0
EMILY DUDKIEWICZ	VP FUNDRAISING	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
2025	No data	No data	No data	No data
2024	$212,350	$191,922	$141,468	$20,428
2023	$103,791	$179,826	$121,040	$-76,035
2022	$150,739	$182,878	$197,075	$-32,139

MONTGOMERY ELEMENTARY PTO INC