South Park Elementary PTO (EIN 311758299) - 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

2000

Legal Domicile

Principal Officer

JENNI JACOBSON

Tax Period

2019-07-01 to 2020-06-30

South Park Elementary PTO, founded in 2000, is a micro nonprofit in the Education sector that reported $42K in total revenue in fiscal year 2019. Expenses of $37K left a modest 12% surplus.

Mission

TO SECURE AND CHANNEL FUNDS TO SUPPORT AND PROMOTE THE EDUCATIONAL PROGRAM AND ACTIVITIES OF STUDENTS SERVED BY SOUTH PART ELEMENTARY SCHOOL, DEERFIELD PUBLIC SHCOOL DISTICT 109, DEERFIELD, IL.

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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 (2019)

Revenue Breakdown

Contributions & Grants $6,325

Program Service Revenue $21,311

Investment Income $22

Other Revenue $14,216

TOTAL REVENUE $41,874

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,022

Other Expenses $36,913

TOTAL EXPENSES $36,913

Year-over-Year Comparison

	2019	2018	Change
Revenue	$41,874	$38,967	+0.1%
Expenses	$36,913	$87,713	-0.6%
Net Income	$4,961	$-48,746	-1.1%

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
JENNI JACOBSON	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
KATIE GLICK	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
ARIEL DORFMAN	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
JESSICA SHIFFMAN	TREASURER	5.00	Officer Director	$0	$0	$0
JASMINE HODARI	SECRETARY	2.00	Officer Director	$0	$0	$0
KAREE SCHWARTZ	VP-ADMINISTRATION	2.00	Officer Director	$0	$0	$0
ERICA LINDON	VP-EDUCATIONAL ENRICHMENT	2.00	Officer Director	$0	$0	$0
LAUREN BROWN	VP-EVENTS	2.00	Officer Director	$0	$0	$0
TARA GOLDFARB	VP-FUNDRAISING	2.00	Officer Director	$0	$0	$0
BONNIE BLACK	VP-SERVICE	2.00	Officer Director	$0	$0	$0
AMY BIESENTHAL	VP-SERVICE	2.00	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
2020	$41,874	$36,913	$80,164	$4,961
2019	$38,967	$87,713	$75,203	$-48,746

South Park Elementary PTO