Briargrove Elementary Parent-Teacher Organization (EIN 760205675) - 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

1985

Legal Domicile

Principal Officer

Jennifer Gerry

Phone

7139173600

Tax Period

2019-07-01 to 2020-06-30

Briargrove Elementary Parent-Teacher Organization, founded in 1985, is a small nonprofit in the Education sector that reported $191K in total revenue in fiscal year 2019. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $49K, a strong 26% operating margin.

Mission

The Briargrove Elementary Parent-Teacher Organization (PTO) provides volunteers and raises funds to enhance school programs.

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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 $135,130

Program Service Revenue $9,966

Investment Income $1,349

Other Revenue $44,579

TOTAL REVENUE $191,024

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,406

Program Expenses $133,879

Other Expenses $141,846

TOTAL EXPENSES $141,846

Year-over-Year Comparison

	2019	2018	Change
Revenue	$191,024	$236,633	-0.2%
Expenses	$141,846	$211,678	-0.3%
Net Income	$49,178	$24,955	+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
Jennifer Gerry	President	5.00	Officer Director	$0	$0	$0
Bailey Falk	President Elect	5.00	Officer Director	$0	$0	$0
Kari Vanek	Treasurer	4.00	Officer Director	$0	$0	$0
Mary Wilkens	Treas Elect	4.00	Officer Director	$0	$0	$0
Cindy Rabe	Secretary	1.00	Officer Director	$0	$0	$0
Deanna Harrington	Immed Past Pres	2.00	Officer Director	$0	$0	$0
Lisa Arterbury	Director	1.00	Director	$0	$0	$0
Branda Castillo	Director	1.00	Director	$0	$0	$0
Elizabeth Clampitt	Director	1.00	Director	$0	$0	$0
Ryan Clampitt	Director	1.00	Director	$0	$0	$0
Mary Dalton	Director	1.00	Director	$0	$0	$0
Natalie Dawley	Director	1.00	Director	$0	$0	$0
Greer Dexter	Director	1.00	Director	$0	$0	$0
David Dollinger	Director	1.00	Director	$0	$0	$0
Jennifer Dollinger	Director	1.00	Director	$0	$0	$0
Luci Dos Santos	Director	1.00	Director	$0	$0	$0
Gus Economides	Director	1.00	Director	$0	$0	$0
Julie Economides	Director	1.00	Director	$0	$0	$0
Kara Ellis	Director	1.00	Director	$0	$0	$0
George Farish	Director	1.00	Director	$0	$0	$0
Maribel Farish	Director	1.00	Director	$0	$0	$0
Amanda Fisher	Director	1.00	Director	$0	$0	$0
Victoria Ffrench	Director	1.00	Director	$0	$0	$0
Sami Grefe	Director	1.00	Director	$0	$0	$0
Lauren Harvey	Director	1.00	Director	$0	$0	$0
Jacki Higgs	Director	1.00	Director	$0	$0	$0
Audrey Hollis	Director	1.00	Director	$0	$0	$0
Laura Litton	Director	1.00	Director	$0	$0	$0
Yesenia Loredo	Director	1.00	Director	$0	$0	$0
Tamara Mannen	Director	1.00	Director	$0	$0	$0
Josh Martin	Director	1.00	Director	$0	$0	$0
Hannah Ray	Director	1.00	Director	$0	$0	$0
Kristin Reynolds	Director	1.00	Director	$0	$0	$0
Joanna Rissmiller	Director	1.00	Director	$0	$0	$0
Ashley Steward	Director	1.00	Director	$0	$0	$0
Christine Transier	Director	1.00	Director	$0	$0	$0
Nancy Verly	Director	1.00	Director	$0	$0	$0
Rob Wade	Director	1.00	Director	$0	$0	$0
Victoria Wilks	Director	1.00	Director	$0	$0	$0
David Wise	Director	1.00	Director	$0	$0	$0
Stephanie Wise	Director	1.00	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
2020	$191,024	$141,846	$442,550	$49,178
2019	$236,633	$211,678	$393,372	$24,955
2018	$176,048	$236,266	$373,202	$-60,218

Briargrove Elementary Parent-Teacher Organization