SWEDESBORO-WOOLWICH ELEMENTARY 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

Legal Domicile

Principal Officer

DEANNA MCCOUBRIE

Phone

8568230420

Tax Period

2024-08-01 to 2025-07-31

SWEDESBORO-WOOLWICH ELEMENTARY PTO is a small nonprofit in the Education sector that reported $204K in total revenue in fiscal year 2024.

Mission

THE PURPOSE OF THE PTO IS TO ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE OF THE ELEMENTARY STUDENTS THROUGHOUT THE SWEDESBORO-WOOLWICH SCHOOL DISTRICT, DEVELOP A DEEPER CONNECTION BETWEEN SCHOOL AND HOME BY ENCOURAGING PARENT/GUARDIAN INVOLVOLVEMENT, PROVIDE SUPPORT TO THE TEACHERS, STAFF AND ADMINISTRATION AN DTO IMPORVE THE SCHOOL ENVIRONMENT THORUGH VOLUTEER AND FINANCIAL SUPPORT.

Program Service Accomplishments

Program 1

Expenses: $81,555

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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 $0

Program Service Revenue $203,323

Investment Income $358

Other Revenue $150

TOTAL REVENUE $203,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $116,289

Program Expenses $81,555

Other Expenses $205,770

TOTAL EXPENSES $205,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$203,831	N/A	N/A
Expenses	$205,770	N/A	N/A
Net Income	$-1,939	N/A	N/A

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
TARA BUSTARD	PRESIDENT	N/A	Officer	$0	$0	$0
BROOKE CONAWAY	CORRESPONDIN	N/A	Officer	$0	$0	$0
REBECCA COUGHLIN	CO-VP CHARLE	N/A	Officer	$0	$0	$0
SUZANNE HEALEY	CO-VP CHARLE	N/A	Officer	$0	$0	$0
LEAH HOLLAWELL	VP WALTER HI	N/A	Officer	$0	$0	$0
AMY ILLIANO	CO-VP CHARLE	N/A	Officer	$0	$0	$0
DEANNA MCCOUBRIE	TREASURER	N/A	Officer	$0	$0	$0
JAIME MIHOK	CO-VP CHARLE	N/A	Officer	$0	$0	$0
RACHEAL RILEY	RECORDING SE	N/A	Officer	$0	$0	$0
MEGHAN TURNBULL	VP MARGERET	N/A	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
2025	$203,831	$205,770	$29,407	$-1,939
2024	$239,848	$241,810	$38,453	$-1,962
2023	$245,322	$226,144	$40,415	$19,178
2022	$222,699	$224,969	$20,962	$-2,270