Crockett Elementary School PTO (EIN 621426085) - 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

Phone

6154724340

Tax Period

2023-07-01 to 2024-06-30

Crockett Elementary School PTO is a small nonprofit in the Education sector that reported $209K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $57K, a strong 27% operating margin.

Mission

CROCKETT ELEMENTARY SCHOOL PTO RAISES AND PROVIDES FUNDS FOR CROCKETT ELEMENTARY SCHOOL

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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 (2023)

Revenue Breakdown

Contributions & Grants $207,874

Program Service Revenue $8,695

Investment Income $235

Other Revenue $-7,583

TOTAL REVENUE $209,221

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,865

Program Expenses $141,049

Other Expenses $152,286

TOTAL EXPENSES $152,286

Year-over-Year Comparison

	2023	2022	Change
Revenue	$209,221	$187,366	+0.1%
Expenses	$152,286	$194,078	-0.2%
Net Income	$56,935	$-6,712	-9.5%

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

100

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
MEGAN MASSA	Secretary	5.00	Officer Director	$0	$0	$0
SARAH ALLAN	Director	10.00	Director	$0	$0	$0
KAREN BUSH	Vice President	20.00	Officer Director	$0	$0	$0
AMY TENZER	Director	10.00	Director	$0	$0	$0
BECCA FOX	Director	10.00	Director	$0	$0	$0
KRISTIN RANDALLS	Director	5.00	Director	$0	$0	$0
ELIZABETH PRIVETT	President	40.00	Officer Director	$0	$0	$0
REBECCA COLLINS	Director	10.00	Director	$0	$0	$0
NICKI HAULMAN	Director	10.00	Director	$0	$0	$0
KAIT VAUGHAN	Treasurer	20.00	Officer Director	$0	$0	$0
CARRIE ALLING	Director	10.00	Director	$0	$0	$0
CHRISTINE HAREZLAK	Director	5.00	Director	$0	$0	$0
MEAGHAN JOHNSON	Director	5.00	Director	$0	$0	$0
KATIE GIELOW	Director	5.00	Director	$0	$0	$0
WITHNEY NALL	Director	5.00	Director	$0	$0	$0
KRISTEN MAXWELL	Director	5.00	Director	$0	$0	$0
ANDREA HAMMOND	Director	5.00	Director	$0	$0	$0
BRENDA MAZZANTI	Director	5.00	Director	$0	$0	$0
LAURA WILLIAMS	Director	5.00	Director	$0	$0	$0
ALICIA LOUDERMILK	Director	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
2025	No data	No data	No data	No data
2024	$209,221	$152,286	$220,536	$56,935
2023	$187,366	$194,078	$163,601	$-6,712

Crockett Elementary School PTO