Sarah Smith Elementary PTO Inc (EIN 301168327) - 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

2019

Legal Domicile

Principal Officer

Kathryn Gaudin

Phone

4048023850

Tax Period

2023-07-01 to 2024-06-30

Sarah Smith Elementary PTO Inc, founded in 2019, is a small nonprofit in the Education sector that reported $131K in total revenue in fiscal year 2023. Expenses of $151K exceeded revenue, resulting in a 15% operating deficit.

Mission

To supplement children's education with programs not funded by the public school system.

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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 $109,629

Program Service Revenue $21,366

Investment Income $0

Other Revenue $0

TOTAL REVENUE $130,995

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,847

Other Expenses $150,508

TOTAL EXPENSES $150,508

Year-over-Year Comparison

	2023	2022	Change
Revenue	$130,995	$127,227	+0.0%
Expenses	$150,508	$72,174	+1.1%
Net Income	$-19,513	$55,053	-1.4%

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

100

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
Allison Solomon	Co-President	30.00	Officer Director	$0	$0	$0
Samantha Ellis	Co-President	30.00	Officer Director	$0	$0	$0
Patty Williams	VP OF Communications	10.00	Officer Director	$0	$0	$0
Lauren Harte-Hargrove	VP OF Communications-Elect	20.00	Officer Director	$0	$0	$0
Kate Lee	Vice President	20.00	Officer Director	$0	$0	$0
Evan Anderson	Treasurer	20.00	Officer Director	$0	$0	$0
Liz Broadway Brown	Treasurer-Elect	20.00	Officer Director	$0	$0	$0
Megan Filipovic	Secretary	20.00	Officer Director	$0	$0	$0
Rachel Miller	Parliamentarian	10.00	Officer Director	$0	$0	$0
Kassandra Carlucci	Teacher Rep	1.00	Director	$0	$0	$0
Dwight Hutson	Principal	1.00	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	$130,995	$150,508	$173,058	$-19,513
2023	$127,227	$72,174	$180,503	$55,053
2022	$155,770	$104,235	$124,599	$51,535
2021	$91,607	$158,373	$67,470	$-66,766
2020	$252,494	$126,114	$142,465	$126,380

Sarah Smith Elementary PTO Inc