Oak Ridge Elementary School PTO

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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 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 Approximately 750 Children and 100 Staff. Funds are used to provide supplies, educational programs, and staff training not provided by the Guilford County Schools

Program Service Accomplishments

Program 1

Expenses: $44,498 Revenue: $110,341

Direct Donations of Needed Equipment $18,880. Media Center Support $5,000 Grades 1-5 Enrichment $4,451

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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 (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

Governance

Voting Members

150

Independent Members

150

Employees

N/A

Volunteers

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	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