WMS PTSO INC (EIN 462653736) - 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

2013

Legal Domicile

Principal Officer

KIMBERLY CHURCH

Phone

7048149772

Tax Period

2024-07-01 to 2025-06-30

WMS PTSO INC, founded in 2013, is a micro nonprofit in the Education sector that reported $27K in total revenue in fiscal year 2024. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $24K left a modest 10% surplus.

Mission

SUPPLEMENT STUDENT/TEACHER TECHNOLOGY NEEDS/STAFF DEVELOPMENT

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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 $15

Program Service Revenue $0

Investment Income $2

Other Revenue $26,642

TOTAL REVENUE $26,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,923

Other Expenses $24,017

TOTAL EXPENSES $24,017

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,659	$113,260	-0.8%
Expenses	$24,017	$58,094	-0.6%
Net Income	$2,642	$55,166	-1.0%

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

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
KIMBERLY CHURCH	PRESIDENT	3.00	Director	$0	$0	$0
DAMON GALOSE	TREASURER	3.00	Director	$0	$0	$0
KRISTIN RYAN	SECRETARY	3.00	Director	$0	$0	$0
CAROLINE TRINH	VICE PRESIDE	3.00	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	$26,659	$24,017	$223,149	$2,642
2024	$113,260	$58,094	$220,507	$55,166
2023	$120,355	$77,975	$165,341	$42,380
2019	$129,305	$125,839	$36,053	$3,466

WMS PTSO INC