LAKE FOREST ELEMENTARY PTO (EIN 330530575) - 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

1994

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

LAKE FOREST ELEMENTARY PTO, founded in 1994, is a micro nonprofit that reported $52K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $58K exceeded revenue, resulting in a 11% operating deficit.

Mission

GIFTS AND GRANTS TO LAKE FOREST ELEMENTARY 800+ 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 (2023)

Revenue Breakdown

Contributions & Grants $1,665

Program Service Revenue $0

Investment Income $94

Other Revenue $50,221

TOTAL REVENUE $51,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,096

Other Expenses $57,572

TOTAL EXPENSES $57,572

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,980	$40,151	+0.3%
Expenses	$57,572	$42,058	+0.4%
Net Income	$-5,592	$-1,907	+1.9%

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
CAROL HARRIS	VP OF VOLUNTEERS	0.00	Director	$0	$0	$0
ERICA LOGIUDICE	VICE PRESIDENTTREASURER	0.00	Director	$0	$0	$0
ROBIN DUDNICK	TEACHER LIASONS	5.00	Director	$0	$0	$0
ANNALIZA SMITH	VP OF COMMUNICATIONS	0.00	Director	$0	$0	$0
CHRISTINE PEREZ	VP FUNDRAISING	0.00	Director	$0	$0	$0
DENISSE ALVAREZ	EXECUTIVE VICE PRESIDENT	0.00	Director	$0	$0	$0
CARYN MCGREW	PRINCIPAL	0.00	Director	$0	$0	$0
JILLIAN MITCHELL	PARLIMENTARIAN	5.00	Director	$0	$0	$0
MELISSA HARTSON	RECORDING SECRETARY	5.00	Director	$0	$0	$0
KERI HELLINGA	VP OF VOLUNTEERS	5.00	Director	$0	$0	$0
COURTNEY JONES	PRESIDENT	5.00	Director	$0	$0	$0
SAM MCINTOSH	VP OF FUNDRAISING	5.00	Director	$0	$0	$0
AMY HORITA	FINANCIAL SECRETARY	5.00	Director	$0	$0	$0
KELLY SKOMSVOLD	TEACHER LIASONS	5.00	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	$51,980	$57,572	$98,571	$-5,592
2023	$40,151	$42,058	$104,163	$-1,907
2022	$39,251	$35,133	$106,070	$4,118
2021	$23,854	$47,546	$101,952	$-23,692
2020	$51,434	$42,967	$125,644	$8,467
2019	$70,261	$64,200	$117,177	$6,061

LAKE FOREST ELEMENTARY PTO