Asbury Elementary PTSO

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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

Amy Fitzgerald

Phone

7204249750

Tax Period

2024-07-01 to 2025-06-30

Asbury Elementary PTSO, founded in 2013, is a small nonprofit in the Education sector that reported $213K in total revenue in fiscal year 2024. The organization ran a surplus of $32K, a strong 15% operating margin.

Mission

Support Asbury Elementary School Students and Faculty as well as community programs.

Program Service Accomplishments

Program 1

Expenses: $167,068 Revenue: $212,626

The Asbury Elementary Parent Teacher Student Organization supported Asbury Elementary School by subsidizing paraprofessionals to enhance the classroom learning environment ($156,060), purchasing...

The Asbury Elementary Parent Teacher Student Organization supported Asbury Elementary School by subsidizing paraprofessionals to enhance the classroom learning environment ($156,060), purchasing classroom and administrative supplies ($6,482), and providing additional community support ($4,526).

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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 $202,517

Program Service Revenue $0

Investment Income $8,614

Other Revenue $1,495

TOTAL REVENUE $212,626

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $10,607

Program Expenses $167,068

Other Expenses $180,222

TOTAL EXPENSES $180,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$212,626	$200,064	+0.1%
Expenses	$180,222	$273,187	-0.3%
Net Income	$32,404	$-73,123	-1.4%

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

135

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
Claire Prickett	President	1.00	Director	$0	$0	$0
Lauren Walser	Vice President	1.00	Director	$0	$0	$0
Amy Fitzgerald	Treasurer	1.00	Director	$0	$0	$0
Joclyn Lawson	Secretary	1.00	Director	$0	$0	$0
Rhonda White-Mitchell	Parliamentarian	1.00	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	$212,626	$180,222	$277,649	$32,404
2024	$200,064	$273,187	$245,245	$-73,123
2023	$192,447	$221,266	$318,368	$-28,819
2022	$278,162	$146,103	$347,187	$132,059
2021	$170,970	$148,612	$215,128	$22,358