Oak Ridge Elementary School PTO

EIN: 461987083 501(c)(3) Education

Oak Ridge, NC

Total Revenue
$110,341
Total Expenses
$50,069
Total Assets
N/A
Net Assets
N/A
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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
NC
Principal Officer
Ashley Callender
Phone
3366448992
Tax Period
2022-07-01 to 2023-06-30

Oak Ridge Elementary School PTO, founded in 2012, is a small nonprofit in the Education sector that reported $110K in total revenue in fiscal year 2022. The organization ran a surplus of $60K, a strong 55% operating margin.

Mission

Supporting the Oak Ridge Elementary School students and Staff

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $2,784
Program Service Revenue $0
Investment Income $1,741
Other Revenue $105,816
TOTAL REVENUE $110,341

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $44,498
Other Expenses $50,069
TOTAL EXPENSES $50,069

Year-over-Year Comparison

2022 2021 Change
Revenue $110,341 N/A N/A
Expenses $50,069 N/A N/A
Net Income $60,272 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

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Governance

Voting Members
150
Independent Members
150
Employees
N/A
Volunteers
25

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Tiffany Benamati President 30.00
$0 $0 $0
Jennifer Disney VP Fundraising 20.00
$0 $0 $0
Melissa Brooks Vice President 20.00
$0 $0 $0
Ashley Callender Treasurer 10.00
$0 $0 $0
Lauren Bankston Secretary 1.00
$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
2023 $110,341 $50,069 No data $60,272
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