EXCEL PTO (EIN 452440838) - 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

2011

Legal Domicile

Principal Officer

ERIN MCDOUGAL

Tax Period

2023-07-01 to 2024-06-30

EXCEL PTO, founded in 2011, is a micro nonprofit in the Education sector that reported $29K in total revenue in fiscal year 2023. Expenses of $43K exceeded revenue, resulting in a 48% operating deficit.

Mission

PARENT TEACHER ORGANIZATION TO SUPPORT THE EXCEL ACADEMY SCHOOL

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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 $0

Program Service Revenue $0

Investment Income $7

Other Revenue $28,868

TOTAL REVENUE $28,875

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,832

Other Expenses $42,647

TOTAL EXPENSES $42,647

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,875	$26,817	+0.1%
Expenses	$42,647	$42,401	+0.0%
Net Income	$-13,772	$-15,584	-0.1%

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

300

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
ERIN MCDOUGAL	PRESIDENT	4	Officer	$0	$0	$0
JESSE HUTCHENS	VICE PRESIDENT	2	Officer	$0	$0	$0
LINDA STILLING	TREASURER	4	Officer	$0	$0	$0
MARY B COFFIN	GENERAL MEMBER	2	Officer	$0	$0	$0
MICHELL LAVOIE	GENERAL MEMBER	2	Officer	$0	$0	$0
CARLA MCSHEEHY	GENERAL MEMBER	2	Officer	$0	$0	$0
MON PANFALONE	GENERAL MEMBER	2	Officer	$0	$0	$0
BRYTANI WATSON	GENERAL MEMBER	2	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	$28,875	$42,647	$17,797	$-13,772
2023	$26,817	$42,401	$29,938	$-15,584
2022	$59,500	$76,946	$44,207	$-17,446
2021	$28,060	$15,748	$63,203	$12,312
2020	$50,129	$55,180	$50,891	$-5,051
2019	$68,698	$56,122	$51,920	$12,576

EXCEL PTO