JACK ANDERSON ELEMENTARY PTO (EIN 621772026) - 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

1999

Principal Officer

MEAGHAN MASON

Phone

6152645830

Tax Period

2023-07-01 to 2024-06-30

JACK ANDERSON ELEMENTARY PTO, founded in 1999, is a small nonprofit in the Education sector that reported $275K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

COMMITTED TO ENRICHING STUDENTS LIVES, EMPOWERING STAFF LEADERSHIPS, NURTURING A COLLABORATIVE CULTURE WITH SHARED NORMS AND VALUES, DEPRIVATIZING PROFESSIONAL PRACTICE, CELEBRATING SUCCESSES, AND FOSTERING A CLIMATE OF GENUINE SUPPORT.

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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 $67,334

Program Service Revenue $0

Investment Income $916

Other Revenue $206,732

TOTAL REVENUE $274,982

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,063

Fundraising Expenses $0

Program Expenses $288,274

Other Expenses $212,808

TOTAL EXPENSES $293,871

Year-over-Year Comparison

	2023	2022	Change
Revenue	$274,982	$300,237	-0.1%
Expenses	$293,871	$278,972	+0.1%
Net Income	$-18,889	$21,265	-1.9%

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

N/A

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
STACEY CLINARD	CO-PRESIDENT	N/A	Officer	$0	$0	$0
KRISTI HILL	COMMUNICATIO	N/A	Officer	$0	$0	$0
BRITTANY JORDAN	VICE-PRESIDE	N/A	Officer	$0	$0	$0
MEAGHAN MASON	TREASURER	N/A	Officer	$0	$0	$0
STACIE PETRING	SECRETARY	N/A	Officer	$0	$0	$0
HALEY SHERMAN	CO-PRESIDENT	N/A	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	No data	No data	No data	No data
2024	$274,982	$293,871	$398,426	$-18,889
2023	$300,237	$278,972	$173,350	$21,265
2022	$263,248	$246,938	$151,585	$16,310
2021	$220,340	$220,340	$135,143	No data
2020	$241,460	$221,064	$135,143	$20,396
2019	$219,714	$198,131	$116,949	$21,583

JACK ANDERSON ELEMENTARY PTO