Clovercroft Elementary PTO

EIN: 451926196 501(c)(3) Education

Franklin, TN

Total Revenue
$156,750
Total Expenses
$131,368
Total Assets
$64,898
Net Assets
$64,898
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
TN
Principal Officer
Sydney Essell
Tax Period
2023-07-01 to 2024-06-30

Clovercroft Elementary PTO, founded in 2011, is a small nonprofit in the Education sector that reported $157K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $25K, a strong 16% operating margin.

Mission

This organization serves the interest of Clovercroft Elementary School and is not organized for private interest of any kind. The mission is 1 to heighten awareness of our members regarding the education of our children 2 to support the school in their efforts to educate and encourage the character development of our children 3 to provide dialogue and or feedback between school administrators and parents 4 to enhance the overall educational environment by promoting volunteerism 5 to provide opportunities for acquaintance between parents teachers and administrators through programs events and social affairs and 6 to raise funds to provide for the above.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $116,079
Program Service Revenue $0
Investment Income $3
Other Revenue $40,668
TOTAL REVENUE $156,750

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $130,903
Other Expenses $131,368
TOTAL EXPENSES $131,368

Year-over-Year Comparison

2023 2022 Change
Revenue $156,750 $170,363 -0.1%
Expenses $131,368 $192,122 -0.3%
Net Income $25,382 $-21,759 -2.2%
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

Sign In

Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
75

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
11
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sydney Essell President 2.00
Officer
$0 $0 $0
Casandra Maher Secretary 2.00
Officer
$0 $0 $0
Caryn Hanna VP of Events 2.00
Officer
$0 $0 $0
Carisa Montag At Large Spirit 2.00
Officer
$0 $0 $0
Erin Grimmett At Large 2.00
Officer
$0 $0 $0
Meghan Goff Treasurer 2.00
Officer
$0 $0 $0
Lauren Baes Assistant Treasurer 2.00
Officer
$0 $0 $0
Kelli Stalcup VP of Communications 2.00
Officer
$0 $0 $0
Angela Jacobus VP of Volunteers 2.00
Officer
$0 $0 $0
Melissa Masten At Large Lead Room Parent 2.00
Officer
$0 $0 $0
Kaci Gooch At Large 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
2025 No data No data No data No data
2024 $156,750 $131,368 $64,898 $25,382
2023 $170,363 $192,122 $52,078 $-21,759
2022 $158,359 $133,758 $73,837 $24,601
Explore More Nonprofits
Top 100 Nonprofits in Tennessee Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare Clovercroft Elementary PTO with other nonprofits in Tennessee and across the country.