Caruso Middle School Parent Teacher Organization (EIN 311765441) - 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

Tax Period

2019-07-01 to 2020-06-30

Caruso Middle School Parent Teacher Organization, founded in 2000, is a micro nonprofit in the Education sector that reported $59K in total revenue in fiscal year 2019. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $19K, a strong 32% operating margin.

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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 $18,812

Program Service Revenue $34,981

Investment Income $0

Other Revenue $4,934

TOTAL REVENUE $58,727

Expense Breakdown

Grants Paid $4,333

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,651

Other Expenses $35,837

TOTAL EXPENSES $40,170

Year-over-Year Comparison

	2019	2018	Change
Revenue	$58,727	$68,843	-0.1%
Expenses	$40,170	$70,456	-0.4%
Net Income	$18,557	$-1,613	-12.5%

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
SUSAN JENSEN	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
JULIE LETWAT	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
LISA MARSHALL	CO-VP ADMINISTRATION	1.50	Officer Director	$0	$0	$0
CARY BERMAN	FUNDRAISING	7.50	Officer Director	$0	$0	$0
BETH SHAPIRO	TREASURER	1.00	Officer Director	$0	$0	$0
JESSICA BERGER	CO-VP STUDENT SERVICES	2.00	Officer Director	$0	$0	$0
DANA MANDELL	CO-VP STUDENT SERVICES	2.00	Officer Director	$0	$0	$0
JENNIFER SUAREZ	SECRETARY	1.00	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	$58,727	$40,170	$83,642	$18,557
2019	$68,843	$70,456	$65,085	$-1,613
2018	$77,268	$112,778	$66,698	$-35,510

Caruso Middle School Parent Teacher Organization