Wilmot Elementary School PTO (EIN 363531918) - 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

Wilmot Elementary School PTO, founded in 2000, is a micro nonprofit that reported $60K in total revenue in fiscal year 2019. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $27K, a strong 44% operating margin.

Mission

SEE SHCEDULE O

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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 $8,069

Program Service Revenue $35,230

Investment Income $88

Other Revenue $16,326

TOTAL REVENUE $59,713

Expense Breakdown

Grants Paid $7,941

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,304

Other Expenses $25,230

TOTAL EXPENSES $33,171

Year-over-Year Comparison

	2019	2018	Change
Revenue	$59,713	$88,719	-0.3%
Expenses	$33,171	$34,385	0.0%
Net Income	$26,542	$54,334	-0.5%

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
PAM GREENFIELD	PRESIDENT	15.00	Officer Director	$0	$0	$0
STEPHANIE RODGERS	CO-PREDIDENT	10.00	Officer Director	$0	$0	$0
AMY KATZ	CO - PRESIDENT	10.00	Officer Director	$0	$0	$0
LESLEY WEILE	TREASURER	7.00	Officer Director	$0	$0	$0
SUSAN NEWMAN	GENERAL VP	5.00	Officer Director	$0	$0	$0
BARI SCHWARTZ	GENERAL VP	1.00	Officer Director	$0	$0	$0
TERI COHEN	FUNDRAISING VP	5.00	Officer Director	$0	$0	$0
CARLEE LONDON	FUNDRAISING VP	5.00	Officer Director	$0	$0	$0
JAMIE GOODE	VP - EDUCATIONAL ENRICHMENT	5.00	Officer Director	$0	$0	$0
ABBY HOLLANDER	VP - SOCIAL	5.00	Officer Director	$0	$0	$0
ABBY WOLFF	VP - PHILANTROPY	5.00	Officer Director	$0	$0	$0
MINDY BALONICK	VP - COMMUNICATION	5.00	Officer Director	$0	$0	$0
JENNY SEROTA	SECRETARY	10.00	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	$59,713	$33,171	$177,377	$26,542
2019	$88,719	$63,012	$150,835	$25,707
2018	$124,226	$123,392	$125,128	$834

Wilmot Elementary School PTO