ALAN B SHEPARD MIDDLE SCHOOL 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

2000

Legal Domicile

Principal Officer

JAY KHAN

Phone

8479480620

Tax Period

2022-07-01 to 2023-06-30

ALAN B SHEPARD MIDDLE SCHOOL PTO, founded in 2000, is a small nonprofit in the Education sector that reported $277K in total revenue in fiscal year 2022.

Mission

TO ENHANCE THE EDUCATION OF EACH CHILD BY BRINGING CLOSER THE RELATIONSHIPS BETWEEN PARENTS, TEACHERS, AND STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $274,831

TO BRING INTO CLOSER RELATION THE HOME AND SCHOOL SO THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE TRAINING OF THE CHILD; TO ASSIST THE BOARD OF EDUCATION AND THE ALAN B. SHEPARD...

TO BRING INTO CLOSER RELATION THE HOME AND SCHOOL SO THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE TRAINING OF THE CHILD; TO ASSIST THE BOARD OF EDUCATION AND THE ALAN B. SHEPARD MIDDLE SCHOOL IN FULFILLING THEIR RESPECTIVE MISSION STATEMENTS AND TO RAISE FUNDS TO PROVIDE SUPPLEMENTAL PROGRAM AND EQUIPMENTS FOR THE STUDENTS SERVED BY THE ALAN B. SHEPARD MIDDLE SCHOOL CONTRIBUTIONS TO/FOR THE BENEFIT OF ALAN B. SHEPARD MIDDLE SCHOOL, DEERFIELD, PUBLIC SCHOOL DISTRICT 109, DEERFIELD, ILLINOIS 60015, TO SUPPORT AND PROMOTE THE EDUCATIONAL PROGRAMS AND ACTIVITIES OF APPROXIMATELY 550 STUDENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $25

Program Service Revenue $273,258

Investment Income $1,555

Other Revenue $1,762

TOTAL REVENUE $276,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $263

Program Expenses $274,831

Other Expenses $283,447

TOTAL EXPENSES $283,447

Year-over-Year Comparison

	2022	2021	Change
Revenue	$276,600	$265,221	+0.0%
Expenses	$283,447	$238,465	+0.2%
Net Income	$-6,847	$26,756	-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

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
HEIDI BROWN	SECRETARY	N/A	Officer Director	$0	$0	$0
JULIE CALDERON	CO-PRESIDENT	N/A	Officer Director	$0	$0	$0
JAY KHAN	TREASURER	N/A	Officer Director	$0	$0	$0
STEFFANIE PINSKY	CO-PRESIDENT	N/A	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
2024	No data	No data	No data	No data
2023	$276,600	$283,447	$81,666	$-6,847
2022	$265,221	$238,465	$88,513	$26,756
2020	$183,681	$189,612	$76,838	$-5,931
2019	$229,363	$251,778	$82,769	$-22,415