ELBOW CREEK ELEMENTARY PTO (EIN 464478459) - 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

2016

Legal Domicile

Phone

5597997554

Tax Period

2020-07-01 to 2021-06-30

ELBOW CREEK ELEMENTARY PTO, founded in 2016, is a micro nonprofit in the Education sector that reported $8K in total revenue in fiscal year 2020. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2K, a strong 26% operating margin.

Mission

The purpose of the Elbow Creek PTO is to promote the welfare of children, to raise the standards of home life, to build a closer relationship between home and school, and to secure adequate laws for the care of children.

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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 (2020)

Revenue Breakdown

Contributions & Grants $248

Program Service Revenue $0

Investment Income $0

Other Revenue $7,358

TOTAL REVENUE $7,606

Expense Breakdown

Grants Paid $4,366

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,366

Other Expenses $1,261

TOTAL EXPENSES $5,627

Year-over-Year Comparison

	2020	2019	Change
Revenue	$7,606	$19,570	-0.6%
Expenses	$5,627	$15,810	-0.6%
Net Income	$1,979	$3,760	-0.5%

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
SHAY WILLIAMS-HOPPER	President	5.00	Director	$0	$0	$0
MELISSA GREESON	Vice President	5.00	Director	$0	$0	$0
ANGIE LAWRANCE	Vice President	5.00	Director	$0	$0	$0
ANDREA LWANDOWSKI	Secretary	5.00	Director	$0	$0	$0
JENNIFER CARDOZA	Treasurer	5.00	Director	$0	$0	$0
YVONNE BRUDER	AUDITOR	5.00	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
2021	$7,606	$5,627	$25,738	$1,979
2020	$19,570	$15,810	$23,759	$3,760
2019	$21,610	$38,838	$19,999	$-17,228
2018	$55,246	$50,533	$37,227	$4,713
2017	$67,263	$34,749	$32,514	$32,514

ELBOW CREEK ELEMENTARY PTO