JT MOORE PTO (EIN 711049507) - 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

2009

Legal Domicile

Phone

6153303964

Tax Period

2019-07-01 to 2020-06-30

JT MOORE PTO, founded in 2009, is a small nonprofit in the Education sector that reported $193K in total revenue in fiscal year 2019. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $43K, a strong 23% operating margin.

Mission

THE PTO PROVIDES SUPPORT TO THE 700 STUDENTS AT JOHN TROTWOOD MIDDLE SCHOOL (A DAVIDSON COUNTY, TN PUBLIC SCHOOL) AND THE GREATER SCHOOL COMMUNITY. THE PTO PROVIDES FUNDS FOR TEACHERS, CURRICULUM, SCHOOL GROUNDS AND BUILDING,STUDENT ACTIVITIES, CLUBS, ATHLETICS AND FAMILY/COMMUNITY ACTIVITIES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $154,831

Program Service Revenue $52,905

Investment Income $0

Other Revenue $-14,972

TOTAL REVENUE $192,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,113

Other Expenses $149,368

TOTAL EXPENSES $149,368

Year-over-Year Comparison

	2019	2018	Change
Revenue	$192,764	$220,970	-0.1%
Expenses	$149,368	$199,086	-0.2%
Net Income	$43,396	$21,884	+1.0%

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
JEFF STRICKLAND	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
RACHEL PARKER	CO PRESIDENT	8.00	Officer	$0	$0	$0
ANGIE WEEKS	CO PRESIDENT	2.00	Officer	$0	$0	$0
AMY GEISE	Treasurer	3.00	Officer	$0	$0	$0
KARI JOHNSON	ASSISTANT TREAS	1.00	Officer	$0	$0	$0
LINDSAY WELLS	Secretary	1.00	Officer	$0	$0	$0
MIRIELLE LEE	Vice President	1.00	Officer	$0	$0	$0
CHRISIE BROWN	Vice President	1.00	Officer	$0	$0	$0
TODD LEWIS	Vice President	2.00	Officer	$0	$0	$0
MAGGI DUNCAN	Vice President	2.00	Officer	$0	$0	$0
AMY FAIR	Vice President	1.00	Officer	$0	$0	$0
AMY PATE	Vice President	1.00	Officer	$0	$0	$0
KATHY NELSON	Vice President	1.00	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
2020	$192,764	$149,368	$138,454	$43,396

JT MOORE PTO