PARENT TEACHERS ORGANIZATION OF LAKEWAY (EIN 742747447) - 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

Legal Domicile

Principal Officer

MEI DRAGOO

Phone

2147997444

Tax Period

2022-08-01 to 2023-07-31

PARENT TEACHERS ORGANIZATION OF LAKEWAY is a small nonprofit in the Education sector that reported $164K in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

PROMOTE LAKEWAY 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $163,743

TOTAL REVENUE $163,743

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $157,718

Other Expenses $2,942

TOTAL EXPENSES $160,660

Year-over-Year Comparison

	2022	2021	Change
Revenue	$163,743	$146,494	+0.1%
Expenses	$160,660	$121,738	+0.3%
Net Income	$3,083	$24,756	-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

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
MEI DRAGOO	Treasurer	10.00	Director	$0	$0	$0
ANN MITCHELL	VP FUNDRAISING	5.00	Director	$0	$0	$0
HEATHER DAVIS	VOLUNTEER COORD	5.00	Director	$0	$0	$0
JENNIFER SUEHS	Secretary	5.00	Director	$0	$0	$0
KRISTEN MURPHY	COMMUNITY RELAT	5.00	Director	$0	$0	$0
KELLY BUCHERU	GRADE LVL COORD	5.00	Director	$0	$0	$0
JENNIFER BALDACHINO	CAMPUS COORD.	5.00	Director	$0	$0	$0
SAMANTHA BLOOMQUIST	President	15.00	Officer	$0	$0	$0
BRITTNEY BARNETTE	Vice President	10.00	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
2024	No data	No data	No data	No data
2023	$163,743	$160,660	$139,381	$3,083
2022	$146,494	$121,738	$136,298	$24,756
2020	$226,806	$213,494	$151,256	$13,312
2019	$296,051	$263,391	$140,292	$32,660

PARENT TEACHERS ORGANIZATION OF LAKEWAY