SMALLEY ELEMENTARY PARENT TEACHER O (EIN 383892680) - 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

Principal Officer

SUSIE PETTY

Phone

7025215866

Tax Period

2024-07-01 to 2025-06-30

SMALLEY ELEMENTARY PARENT TEACHER O is a micro nonprofit in the Education sector that reported $27K in total revenue in fiscal year 2024. The organization ran a surplus of $14K, a strong 51% operating margin.

Mission

TO ENHANCE THE EDUCATIONAL EXPERIENCE OF THE STUDENTS OF SMALLEY ELEMENTARY SCHOOL BY SUBSIDIZING INSTRUCTIVE ENRICHMENT PROGRAMS AND TO PROVIDE FINANCIAL SUPPORT FOR STUDENT ACTIVITIES. IN ADDITION, TO HELP FOST A SENSE OF COMMUNITY AND COOPERATION AMONG THE STUDENT BODY BY SPONSORING SOCIAL GATHERINGS AND EVENTS AIMED AT BRINGING STUDENTS, PARENTS, AND TEACHERS TOGETHER.

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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 $3,514

Program Service Revenue $0

Investment Income $0

Other Revenue $23,847

TOTAL REVENUE $27,361

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,609

Other Expenses $13,531

TOTAL EXPENSES $13,531

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,361	$25,862	+0.1%
Expenses	$13,531	$17,982	-0.2%
Net Income	$13,830	$7,880	+0.8%

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
KIRSTEN ARTHUR	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
BETH STANTON	PRESIDENT	N/A	Officer Director	$0	$0	$0
SUSIE PETTY	TREASURER	N/A	Officer Director	$0	$0	$0
AMY TAYLOR	SECRETARY	N/A	Officer Director	$0	$0	$0
MEGAN WARREN	HISTORIAN	N/A	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
2025	$27,361	$13,531	$42,882	$13,830
2024	$25,862	$17,982	$29,052	$7,880
2023	$15,941	$40,889	$21,172	$-24,948
2022	$38,249	$10,903	$46,120	$27,346
2021	$-391	$8,420	$18,774	$-8,811
2020	$51,190	$46,427	$27,585	$4,763
2019	$61,259	$55,267	$22,822	$5,992

SMALLEY ELEMENTARY PARENT TEACHER O