JODY RICHARDS ELEMENTARY PTO INC

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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

2012

Legal Domicile

Principal Officer

ASHLEY WARD

Phone

2703200335

Tax Period

2023-06-01 to 2024-05-31

JODY RICHARDS ELEMENTARY PTO INC, founded in 2012, is a small nonprofit in the Education sector that reported $157K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum.

Mission

JODY RICHARDS ELEMENTARY PTO, INC. PROMOTES AND EDUCATES THE STUDENTS, PARENTS, FACILITY AND THE COMMUNITY ABOUT THE ENHANCED EDUCATIONAL OPPORTUNITIES OF THE JODY RICHARDS ELEMENTARY SCHOOL OF THE WARREN COUNTY SCHOOL SYSTEM IN BOWLING GREEN, KY, OFFERS TO THE COMMUNITY. IT ENCOURAGES INVOLVEMENT IN EACH CHILD'S LIFE TO MAKE THEM LIFE-LONG LEARNERS.

Program Service Accomplishments

Program 1

Expenses: $156,559

2023-2024 ACCOMPLISHMENTS: -HELD OUR 2ND ANNUAL SUMMER SOCIAL -DONATO'S PIZZA FOR FALL PARTIES -TEACHER APPRECIATION-COFFEE AND TREATS MONTHLY, BREAKFAST, LUNCHEON, GIFTS FOR ALL SCHOOL STAFF AND BUS DRIVERS -MAINTAINED OUR GAMING LICENSE THROUGH STATE OF KENTUCKY -PROVIDED PELICAN'S FOR FIELD DAY -PROVIDED DONATO'S PIZZA FOR PRE-K CELEBRATIONS -PAID FOR NEW MULCH ON PLAYGROUND -PROVIDED TICKETS FOR MAGIC TREE HOUSE: A GHOST TALE FOR MR. DICKENS, JR THE MUSICAL AT SKYPAC THE THE WHOLE 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 $153,216

Program Service Revenue $0

Investment Income $0

Other Revenue $4,149

TOTAL REVENUE $157,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $156,559

Other Expenses $156,559

TOTAL EXPENSES $156,559

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,365	$109,476	+0.4%
Expenses	$156,559	$111,805	+0.4%
Net Income	$806	$-2,329	-1.3%

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
LESLIE NEWSOME	PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER HOLLOWAY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
HEATHER SPENCE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ASHLEY WARD	TREASURER	5.00	Officer Director	$0	$0	$0
BETH MOFFETT	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MYKEL MCCOY	SECRETARY	2.00	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	No data	No data	No data	No data
2024	$157,365	$156,559	$94,207	$806