JANE PHILLIPS PTO

EIN: 463437100 501(c)(3) Education

BARTLESVILLE, OK

Total Revenue
$59,128
Total Expenses
$63,667
Total Assets
$57,137
Net Assets
$57,137
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
OK
Principal Officer
CINDY WRAY
Phone
9183326085
Tax Period
2024-07-01 to 2025-06-30

JANE PHILLIPS PTO, founded in 2015, is a micro nonprofit in the Education sector that reported $59K in total revenue in fiscal year 2024.

Mission

TO FOSTER AN ENVIRONMENT WHERE CHILDREN GROW, LEARN AND FLOURISH IN A FUN, POSITIVE MANNER, AND WHERE PARENTS, TEACHERS AND THE COMMUNITY ARE ACTIVE PARTNERS.

Program Service Accomplishments

Program 1
Expenses: $17,369 Revenue: $8,451

JP CLASSROOM PARTNERS - A PROGRAM THAT OPERATES THROUGHOUT THE YEAR TO SUPPORT THE TEACHERS AT JANE PHILLIPS ELEMENTARY. THE COMMUNITY DONATES 300 (OR MORE) TO SUPPORT A CLASSROOM TEACHER. THE MONEY...

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JP CLASSROOM PARTNERS - A PROGRAM THAT OPERATES THROUGHOUT THE YEAR TO SUPPORT THE TEACHERS AT JANE PHILLIPS ELEMENTARY. THE COMMUNITY DONATES 300 (OR MORE) TO SUPPORT A CLASSROOM TEACHER. THE MONEY IS PROVIDED TO THE TEACHERS AT THE BEGINNING OF THE YEAR FOR SUPPLIES, DURING THE YEAR FOR CLASSROOM CELEBRATIONS AND IN MAY DURING TEACHER APPRECIATION WEEK.

Program 2
Expenses: $38,978 Revenue: $33,873

SANTA SHOP - HOLIDAY PROGRAM WHERE THE COMMUNITY DONATES GIFTS, CLOTHES, BOOKS AND FOOD TO THE JANE PHILLIP STUDENTS AND THEIR FAMILIES. THE EVENT TAKES PLACE IN DECEMBER AND OVER 90% OF THE JANE...

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SANTA SHOP - HOLIDAY PROGRAM WHERE THE COMMUNITY DONATES GIFTS, CLOTHES, BOOKS AND FOOD TO THE JANE PHILLIP STUDENTS AND THEIR FAMILIES. THE EVENT TAKES PLACE IN DECEMBER AND OVER 90% OF THE JANE PHILLIP'S FAMILIES PARTICIPATE.

Program 3
Expenses: $955

JANE PHILLIPS ELEMENTARY LIBRARY - A PROGRAM THAT OPERATES THROUGHOUT THE YEAR PROVIDING BOOKS TO STUDENTS AND CELEBRATING THEIR ACHIEVEMENTS. THIS PROGRAM RELIES HEAVILY ON COMMUNITY DONATIONS AS...

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JANE PHILLIPS ELEMENTARY LIBRARY - A PROGRAM THAT OPERATES THROUGHOUT THE YEAR PROVIDING BOOKS TO STUDENTS AND CELEBRATING THEIR ACHIEVEMENTS. THIS PROGRAM RELIES HEAVILY ON COMMUNITY DONATIONS AS 95%+ OF OUR STUDENTS LIVE AT OR BELOW THE POVERTY LINE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $59,466
Program Service Revenue $0
Investment Income $0
Other Revenue $-338
TOTAL REVENUE $59,128

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $63,667
Other Expenses $63,667
TOTAL EXPENSES $63,667

Year-over-Year Comparison

2024 2023 Change
Revenue $59,128 $55,223 +0.1%
Expenses $63,667 $65,318 0.0%
Net Income $-4,539 $-10,095 -0.6%
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
4
Independent Members
4
Employees
N/A
Volunteers
125

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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JESSICA SOLIS PRESIDENT N/A
Officer
$0 $0 $0
LORETTA SWITZER VICE-PRESIDE N/A
Officer
$0 $0 $0
KARLA CUNNINGHAM VICE-PRES / N/A
Officer
$0 $0 $0
ANNA THOM SECRETARY N/A
Officer
$0 $0 $0
CINDY WRAY TREASURER N/A
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 $59,128 $63,667 $57,137 $-4,539
2024 $55,223 $65,318 $61,676 $-10,095
2023 $60,824 $63,119 $71,771 $-2,295
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