Monroe School PTO (EIN 363279070) - 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

1968

Legal Domicile

Principal Officer

Catey White

Phone

6308614200

Tax Period

2023-08-01 to 2024-07-31

Monroe School PTO, founded in 1968, is a micro nonprofit that reported $73K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

Build a stronger school community between student, families, parents and staff. Ensure for every child the highest advantages of education through the united efforts of Monroe Schoot staff and student's parents.

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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 $16,474

Program Service Revenue $0

Investment Income $80

Other Revenue $56,560

TOTAL REVENUE $73,114

Expense Breakdown

Grants Paid $67,461

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,461

Other Expenses $7,646

TOTAL EXPENSES $75,107

Year-over-Year Comparison

	2023	2022	Change
Revenue	$73,114	$94,144	-0.2%
Expenses	$75,107	$119,441	-0.4%
Net Income	$-1,993	$-25,297	-0.9%

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

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
Erin Hanna	Co-President	8.00	Officer Director	$0	$0	$0
Sarah Lestrange	Co-President	8.00	Officer Director	$0	$0	$0
Catey White	Co-Vice-President	6.00	Officer Director	$0	$0	$0
Jennifer Kasmarick	Co-Vice-President	6.00	Officer Director	$0	$0	$0
Bryan Geidt	Treasurer	10.00	Officer Director	$0	$0	$0
Rebecca Bacogiannis	Asst Treasurer	5.00	Officer Director	$0	$0	$0
Megan Brotschul	VP of Communications	4.00	Director	$0	$0	$0
Colleen Napelton	Asst VP of Communications	3.00	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
2024	$73,114	$75,107	$135,523	$-1,993

Monroe School PTO