Parent Teacher Organization PTO (EIN 383322133) - 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

1997

Legal Domicile

Principal Officer

Angela Wilbur

Phone

6165383630

Tax Period

2018-07-01 to 2019-06-30

Parent Teacher Organization PTO, founded in 1997, is a micro nonprofit in the Education sector that reported $19K in total revenue in fiscal year 2018. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $17K left a modest 12% surplus.

Mission

Enhancing the educational experience of staff and students.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $19,124

TOTAL REVENUE $19,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,440

Other Expenses $16,758

TOTAL EXPENSES $16,758

Year-over-Year Comparison

	2018	2017	Change
Revenue	$19,124	$17,108	+0.1%
Expenses	$16,758	$21,312	-0.2%
Net Income	$2,366	$-4,204	-1.6%

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

127

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
Angela Wilbur	President	5.00	Officer	$0	$0	$0
Rebecca Brown	Vice President	5.00	Officer	$0	$0	$0
Lisa Joling	Treasurer	5.00	Officer	$0	$0	$0
Ann Holtsclaw	Corresponding Secretary	5.00	Officer	$0	$0	$0
Amber Wheeler	Recording Secretary	5.00	Officer	$0	$0	$0
Danielle Tuttle	Member at Large	5.00	Officer	$0	$0	$0
Jovida Bishop	Member at Large	5.00	Officer	$0	$0	$0
Tamara McKnight	Member at Large	5.00	Officer	$0	$0	$0
Ashley Avalos	Member at Large	5.00	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
2019	$19,124	$16,758	$27,268	$2,366

Parent Teacher Organization PTO