Melrose PTO Inc (EIN 331216703) - 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

2008

Legal Domicile

Principal Officer

Sarah Patuto

Phone

6176505615

Tax Period

2024-08-01 to 2025-07-31

Melrose PTO Inc, founded in 2008, is a small nonprofit in the Education sector that reported $315K in total revenue in fiscal year 2024. Expenses of $286K left a modest 9% surplus.

Mission

Classroom and library support was provided, school supplies were purchased, and various educational activities and community building events were sponsored.

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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 $40,048

Program Service Revenue $0

Investment Income $222

Other Revenue $274,796

TOTAL REVENUE $315,066

Expense Breakdown

Grants Paid $271,263

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $271,263

Other Expenses $14,653

TOTAL EXPENSES $285,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$315,066	$297,915	+0.1%
Expenses	$285,916	$299,017	0.0%
Net Income	$29,150	$-1,102	-27.5%

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

300

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
Sarah Patuto	President	1.00	Officer	$0	$0	$0
Kathryn Sloan	Treasurer	1.00	Officer	$0	$0	$0
Tamara Nedjar	Vice President	1.00	Officer	$0	$0	$0
Lauren Howell	Clerk	0.00	Officer	$0	$0	$0
Kathryn Sloan	Director	0.00	Director	$0	$0	$0
Tamara Nedjar	Director	0.00	Director	$0	$0	$0
Lauren Howell	Director	0.00	Director	$0	$0	$0
Sarah Patuto	Director	0.00	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	$315,066	$285,916	$243,831	$29,150
2024	$297,915	$299,017	$214,681	$-1,102
2023	$274,520	$283,718	$215,783	$-9,198
2022	$228,669	$192,728	$224,981	$35,941
2021	$127,576	$172,033	$189,040	$-44,457
2020	$191,482	$173,387	$233,498	$18,095
2019	$237,979	$279,416	$215,403	$-41,437
2018	$199,493	$230,389	$256,840	$-30,896

Melrose PTO Inc