STATON ELEMENTARY 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

Formation Year

2002

Legal Domicile

Principal Officer

Aubany Glancz

Phone

7027996720

Tax Period

2023-07-01 to 2024-06-30

STATON ELEMENTARY PTO, founded in 2002, is a small nonprofit in the Education sector that reported $116K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

The purpose of the Staton Elementary PTO is to enhance the educational experience for the students at EW Staton Elementary School by uniting the efforts of parents, teachers and staff.

Program Service Accomplishments

Program 1

Expenses: $71,090 Revenue: $0

Donations to EW Staton Elementary School to purchase educational equipment, supplies, library materials and to fund technology and tutoring services to support the academic development of the...

Donations to EW Staton Elementary School to purchase educational equipment, supplies, library materials and to fund technology and tutoring services to support the academic development of the school's students.

Program 2

Expenses: $36,481 Revenue: $0

Provide various community programs and supplies to the teachers, parents and students at E.W. Staton Elementary School and to provide recognition and motivational programs to the teachers and staff...

Program 3

Expenses: $8,258 Revenue: $0

Provide various safety and educational programs and supplies to the teachers, parents and students at E.W. Staton Elementary School and to provide recognition and motivational programs to the...

Provide various safety and educational programs and supplies to the teachers, parents and students at E.W. Staton Elementary School and to provide recognition and motivational programs to the teachers and staff at E.W. Staton 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 $16,570

Program Service Revenue $10,530

Investment Income $20

Other Revenue $88,932

TOTAL REVENUE $116,052

Expense Breakdown

Grants Paid $71,090

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $118,282

Other Expenses $51,006

TOTAL EXPENSES $122,096

Year-over-Year Comparison

	2023	2022	Change
Revenue	$116,052	$128,925	-0.1%
Expenses	$122,096	$171,522	-0.3%
Net Income	$-6,044	$-42,597	-0.9%

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

N/A

Employees

N/A

Volunteers

150

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
Dani Meyer	Vice President	5	Officer	$0	$0	$0
Aubany Glancz	President	20	Officer	$0	$0	$0
Alyson Bettleman	Secretary	5	Officer	$0	$0	$0
Maggie Key-Olson	Treasurer	10	Officer	$0	$0	$0
Tim Henderson	Parliamentarian	3	Officer	$0	$0	$0
Kathryn Donahue	Co-Treasurer	3	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	$116,052	$122,096	$16,417	$-6,044
2023	$128,925	$171,522	$22,461	$-42,597
2022	$168,351	$167,541	$65,058	$810
2021	$162,993	$114,427	$64,248	$48,566