Frank Black Middle School PTO (EIN 460939130) - 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

2012

Legal Domicile

Phone

7136132505

Tax Period

2024-07-01 to 2025-06-30

Frank Black Middle School PTO, founded in 2012, is a micro nonprofit in the Education sector that reported $98K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $23K, a strong 23% operating margin.

Mission

The purpose of the FBMS PTO is to support the education of student at Frank Black Middle School by fostering relationships among the students, parents, teachers/staff, and community.

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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 $83,869

Program Service Revenue $1,635

Investment Income $0

Other Revenue $12,122

TOTAL REVENUE $97,626

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,775

Program Expenses $67,982

Other Expenses $71,113

TOTAL EXPENSES $74,888

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,626	$151,197	-0.4%
Expenses	$74,888	$161,566	-0.5%
Net Income	$22,738	$-10,369	-3.2%

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

173

Independent Members

173

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
Carrie Jaeger	President	20.00	Officer	$0	$0	$0
Renee Surette	Vice President	2.00	Officer	$0	$0	$0
Ana Ramirez	Vice President	1.00	Officer	$0	$0	$0
Andrea Hoelscher	Vice President	1.00	Officer	$0	$0	$0
Megan Rasmussen	Secretary	1.00	Officer	$0	$0	$0
Carly Bucko	Treasurer	10.00	Officer	$0	$0	$0
LaTrice Ferguson	Grade Level Representative	1.00	Officer	$0	$0	$0
Meredith Gomez	Grade Level Representative	1.00	Officer	$0	$0	$0
Angie Gunden	Grade Level Representative	1.00	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	$97,626	$74,888	$99,750	$22,738
2024	$151,197	$161,566	$76,400	$-10,369
2023	$179,539	$182,721	$87,879	$-3,182
2023	$210,546	$179,818	$106,782	$30,728
2022	$153,080	$179,818	$76,054	$-26,738
2020	$152,308	$116,318	$102,554	$35,990
2019	$148,410	$151,900	$66,564	$-3,490

Frank Black Middle School PTO