Woodland Middle School PTO

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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

Tax Period

2024-07-01 to 2025-06-30

Woodland Middle School PTO is a small nonprofit in the Education sector that reported $213K in total revenue in fiscal year 2024. The organization ran a surplus of $33K, a strong 15% operating margin.

Mission

Woodland Middle School PTO provides monetary and volunteer support to Woodland Middle School- a Williamson County TN Middle School.

Program Service Accomplishments

Program 1

Expenses: $178,945

Provides funds for the support of the approximately 920 students at Woodland Middle School(a Williamson County TN Public School). Funds provided this year include, but are not limited to: academic...

Provides funds for the support of the approximately 920 students at Woodland Middle School(a Williamson County TN Public School). Funds provided this year include, but are not limited to: academic awards , teacher support, library support, school maintenance, improvements and landscaping, counseling support, school breakfasts, luncheons and other school wide activities. See Schedule 990 part IX for specific expenditures.

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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 $66,505

Program Service Revenue $9,900

Investment Income $87

Other Revenue $136,938

TOTAL REVENUE $213,430

Expense Breakdown

Grants Paid $21,053

Salaries & Benefits $0

Fundraising Expenses $20

Program Expenses $178,945

Other Expenses $159,623

TOTAL EXPENSES $180,676

Year-over-Year Comparison

	2024	2023	Change
Revenue	$213,430	$205,892	+0.0%
Expenses	$180,676	$199,918	-0.1%
Net Income	$32,754	$5,974	+4.5%

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
CARISA MONTAG	Vice President	2.00	Director	$0	$0	$0
JENNIFER RUANE	President	2.00	Director	$0	$0	$0
SYDNEY ESSELL	Treasurer	2.00	Director	$0	$0	$0
AMY TENZER	Secretary	2.00	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	$213,430	$180,676	$101,645	$32,754
2024	$205,892	$199,918	$68,891	$5,974