FRIENDS OF GROVELAND PTO

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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

1995

Legal Domicile

Principal Officer

SAMUEL SOUTHGATE

Tax Period

2023-07-01 to 2024-06-30

FRIENDS OF GROVELAND PTO, founded in 1995, is a micro nonprofit in the Education sector that reported $54K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $138K exceeded revenue, resulting in a 154% operating deficit.

Mission

TO COORIDINATE AND SUPPORT THE EFFORTS OF PARENTS AND TEACHERS TO ENHANCE THE EDUCATIONAL EXPERIENCE

Program Service Accomplishments

Program 1

Expenses: $138,156 Revenue: $50,926

PROVIDED ENRICHMENT ACTIVITIES AND TEACHER SUPPORT FOR THE CLASSROOMS AND AIDED IN DEVELOPMENT OF CURRICULUMHAD AN ART RESIDENCY FOR THE SCHOOLFUNDING AN OUTDOOR CLASSROOM

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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 $50,926

Program Service Revenue $0

Investment Income $3,570

Other Revenue $0

TOTAL REVENUE $54,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,156

Other Expenses $138,156

TOTAL EXPENSES $138,156

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,496	$38,811	+0.4%
Expenses	$138,156	$26,668	+4.2%
Net Income	$-83,660	$12,143	-7.9%

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

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
SARA BUCHER	VICE PRESENT	1.00	Officer	$0	$0	$0
LINDSAY LOW	CO PRESIDENT	2.00	Officer	$0	$0	$0
TRISHA WHINNERY	CO CHAIR OF FUNDRAISING	1.00	Officer	$0	$0	$0
ANNE SINCLAIR	SECRETARY	1.00	Officer	$0	$0	$0
SARAH CRAIG	TREASURER	3.00	Officer	$0	$0	$0
SAMUEL SOUTHGATE	CO TREASURER	2.00	Officer	$0	$0	$0
ERIN JUDE	CO PRESIDENT	1.00	Officer	$0	$0	$0
ROBERT CLARKSEN	FUND RAISER CHAIR	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
2024	$54,496	$138,156	$14,960	$-83,660
2023	$38,811	$26,668	$98,620	$12,143
2022	$62,687	$28,368	$86,477	$34,319
2021	$30,640	$50,356	$52,158	$-19,716
2020	$39,009	$26,767	$71,874	$12,242
2019	$59,369	$46,661	$59,632	$12,708