Caleb Greenwood K-8 PTSO Inc (EIN 470944786) - 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

Legal Domicile

Principal Officer

Julie Garrison

Phone

9167644936

Tax Period

2024-09-01 to 2025-08-31

Caleb Greenwood K-8 PTSO Inc is a small nonprofit in the Education sector that reported $186K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $233K exceeded revenue, resulting in a 26% operating deficit.

Mission

Common purpose of improving the educational experience of the students at the school. This is accomplished by providing supplies, services, and programs that the school might not otherwise receive due to budgetary and/or resource constraints.

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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 $12,524

Program Service Revenue $16,064

Investment Income $3

Other Revenue $156,980

TOTAL REVENUE $185,571

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $230,435

Other Expenses $233,036

TOTAL EXPENSES $233,036

Year-over-Year Comparison

	2024	2023	Change
Revenue	$185,571	$171,516	+0.1%
Expenses	$233,036	$154,559	+0.5%
Net Income	$-47,465	$16,957	-3.8%

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

N/A

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
Tracey Weinstein	President	5.00	Officer	$0	$0	$0
Jessica Harold	Vice President	1.00	Officer	$0	$0	$0
Julie Garrison	Treasurer	1.50	Officer	$0	$0	$0
Kelly Parks	Auditor	0.15	Officer	$0	$0	$0
Shana Nijjar	Secretary	0.50	Officer	$0	$0	$0
Amy Botill	Parliamentarian	0.25	Officer	$0	$0	$0
Katie Cole	Member At Large	0.25	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	$185,571	$233,036	$188,015	$-47,465
2024	$171,516	$154,559	$235,480	$16,957
2023	$179,080	$164,509	$218,523	$14,571

Caleb Greenwood K-8 PTSO Inc