WALNUT GROVE ELEMENTARY PTO INC

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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

1997

Legal Domicile

Principal Officer

ERIN JEWEL

Phone

8176896123

Tax Period

2023-07-01 to 2024-06-30

WALNUT GROVE ELEMENTARY PTO INC, founded in 1997, is a small nonprofit in the Education sector that reported $233K in total revenue in fiscal year 2023. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $71K, a strong 31% operating margin.

Mission

PROMOTE THE WELFARE OF OUR CHILDREN AND TO ENRICH THEIR SCHOOL ENVIRONMENT

Program Service Accomplishments

Program 1

Expenses: $82,028

ACQUISITION OF EDUCATIONAL MATERIALS AND FACILITIES FOR OVER 700 STUDENTS AND FACULTY OF WALNUT GROVE ELEMENTARY SCHOOL.

Program 2

Expenses: $68,594

EXPENDITURES OF FUNDS FOR SPONSORSHIP OF SCHOOL ACTIVITIES, EVENTS, AND PROGRAMS FOR OVER 700 STUDENTS AND FACULTY

Program 3

Expenses: $8,461

UPKEEP AND IMPROVEMENT OF CAMPUS FACILITIES, INCLUDING THE PLAYGROUND FOR THE USE OF STUDENTS AND FACULTY

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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 $56,035

Program Service Revenue $0

Investment Income $424

Other Revenue $176,939

TOTAL REVENUE $233,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $159,083

Other Expenses $162,051

TOTAL EXPENSES $162,051

Year-over-Year Comparison

	2023	2022	Change
Revenue	$233,398	$133,839	+0.7%
Expenses	$162,051	$191,287	-0.2%
Net Income	$71,347	$-57,448	-2.2%

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

300

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
NIKITA AZEVEDO	VP VOLUNTEER	5.00	Officer	$0	$0	$0
CAROLYN BAKER	VP COMMUNICA	5.00	Officer	$0	$0	$0
TARA BRITTON	SECRETARY	5.00	Officer	$0	$0	$0
CORIE BROWN	ADVISOR	5.00	Officer	$0	$0	$0
KIM BULLOCK	VP FUNDRAISI	5.00	Officer	$0	$0	$0
DANIELLE GIBSON	ADVISOR	5.00	Officer	$0	$0	$0
WENDY HOME	PRESIDENT	5.00	Officer	$0	$0	$0
ERIN JEWEL	TREASURER	5.00	Officer	$0	$0	$0
ILEANA LUTKENHAUS	PRESIDENT EL	5.00	Officer	$0	$0	$0
JESSICA TYLER	VP COMMUNITY	5.00	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
2024	$233,398	$162,051	$231,474	$71,347
2023	$133,839	$191,287	$160,127	$-57,448
2022	$190,273	$157,793	$217,575	$32,480
2021	$133,502	$109,273	$185,096	$24,229
2020	$175,373	$171,485	$160,867	$3,888
2019	$229,074	$228,964	$156,959	$110
2018	$238,377	$223,142	$156,849	$15,235