SMITHFIELD ELEMENTARY PTO (EIN 371650138) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

MAUREEN ANNESE

Phone

5704212841

Tax Period

2021-07-01 to 2022-06-30

SMITHFIELD ELEMENTARY PTO, founded in 2011, is a micro nonprofit in the Education sector that reported $15K in total revenue in fiscal year 2021. Revenue surged 521% from the prior year, signaling strong growth momentum. Expenses of $19K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PROMOTE WELFARE AND EDUCATION OF CHILDREN IN SCHOOL AND COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $537

Program Service Revenue $0

Investment Income $0

Other Revenue $14,893

TOTAL REVENUE $15,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,706

Other Expenses $19,473

TOTAL EXPENSES $19,473

Year-over-Year Comparison

	2021	2020	Change
Revenue	$15,430	$2,486	+5.2%
Expenses	$19,473	$2,831	+5.9%
Net Income	$-4,043	$-345	+10.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
ELIZABETH DONNELLY	PRESIDENT	2.00	Officer	$0	$0	$0
MARCIA ARCHIBALD	VICE PRESIDENT	2.00	Officer	$0	$0	$0
MAUREEN ANNESE	TREASURER	2.00	Officer	$0	$0	$0
MARISA FILAN	SECRETARY	2.00	Officer	$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
2022	$15,430	$19,473	$5,010	$-4,043
2021	$2,486	$2,831	$9,327	$-345
2020	$2,591	$12,170	$9,672	$-9,579
2019	$13,788	$10,679	$18,877	$3,109

SMITHFIELD ELEMENTARY PTO