Joel Deretchin PTO (EIN 753192931) - 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

2005

Legal Domicile

Principal Officer

Meagan Anthony

Phone

8325928700

Tax Period

2024-06-01 to 2025-05-31

Joel Deretchin PTO, founded in 2005, is a small nonprofit in the Education sector that reported $147K in total revenue in fiscal year 2024. Expenses of $191K exceeded revenue, resulting in a 31% operating deficit.

Mission

To provide financial support for educational enhancements at Joel Deretchin Elementary School in the Conroe Independent School District.

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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 (2024)

Revenue Breakdown

Contributions & Grants $22,377

Program Service Revenue $7,587

Investment Income $0

Other Revenue $116,735

TOTAL REVENUE $146,699

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $184,123

Other Expenses $191,483

TOTAL EXPENSES $191,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$146,699	$144,038	+0.0%
Expenses	$191,483	$119,213	+0.6%
Net Income	$-44,784	$24,825	-2.8%

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
Michele Nicol	President	015.00	Officer Director	$0	$0	$0
Narcisa Rincon	VP - Fundraising	002.00	Officer Director	$0	$0	$0
Susan Stern	VP - Fundraising	002.00	Officer Director	$0	$0	$0
Audriane Bakanauskas	VP - Programs	001.00	Officer Director	$0	$0	$0
Leonor Sanchez	VP - Membership	002.00	Officer Director	$0	$0	$0
Monica Patel	Treasurer	005.00	Officer Director	$0	$0	$0
Susan Caldwell	Secretary	004.00	Officer Director	$0	$0	$0
Christie Conley	Parliamentarian	002.00	Officer Director	$0	$0	$0
Allison Van Houten	VP - Programs	002.00	Officer Director	$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	$146,699	$191,483	$66,240	$-44,784
2024	$144,038	$119,213	$111,024	$24,825
2023	$139,646	$195,270	$86,199	$-55,624
2022	$139,430	$69,838	$141,823	$69,592
2021	$82,046	$90,808	$72,231	$-8,762
2020	$119,359	$92,475	$80,993	$26,884
2019	$146,978	$136,062	$54,109	$10,916

Joel Deretchin PTO