JAMES E CARTER ELEMENTARY SCHOOL PTO (EIN 330732199) - 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

1996

Principal Officer

HEATHER GREENWOOD

Phone

7608989008

Tax Period

2024-07-01 to 2025-06-30

JAMES E CARTER ELEMENTARY SCHOOL PTO, founded in 1996, is a micro nonprofit in the Education sector that reported $3K in total revenue in fiscal year 2024. Net assets of $22K represent 89 months of operating reserves.

Mission

TO SUPPORT THE EDUCATION OF CHILDREN AT THE JAMES EARL CARTER ELEMENTARY SCHOOL BY FOSTERING RELATIONSHIPS AMONG THE SCHOOL, PARENTS, AND TEACHERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $3,008

TOTAL REVENUE $3,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,989

Other Expenses $2,989

TOTAL EXPENSES $2,989

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,008	$-15,417	-1.2%
Expenses	$2,989	$13,410	-0.8%
Net Income	$19	$-28,827	-1.0%

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
TRACEY EMMONS	CO-VICE PRES	N/A	Officer Director	$0	$0	$0
BLAIRE GILLERLAIN	TREASURER	N/A	Officer Director	$0	$0	$0
HEATHER GREENWOOD	PRESIDENT	N/A	Officer Director	$0	$0	$0
BRIAN NAYFACK	SECRETARY	N/A	Officer Director	$0	$0	$0
RAMONA THIEL	CO-VICE PRES	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
2025	$3,008	$2,989	$22,234	$19
2024	$-15,417	$13,410	$22,215	$-28,827
2023	$18,788	$10,297	$55,097	$8,491
2022	$19,837	$7,040	$42,551	$12,797
2021	$-3,072	$5,956	$29,754	$-9,028
2020	$40,673	$37,650	$38,782	$3,023
2019	$38,982	$58,216	$35,759	$-19,234

JAMES E CARTER ELEMENTARY SCHOOL PTO