Poe Elementary School PTO (EIN 760260560) - 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

1987

Legal Domicile

Phone

7135353780

Tax Period

2023-07-01 to 2024-06-30

Poe Elementary School PTO, founded in 1987, is a small nonprofit that reported $465K in total revenue in fiscal year 2023. The organization ran a surplus of $103K, a strong 22% operating margin.

Mission

Support of POE Elementary School Educational Pursuits

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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 $237,667

Program Service Revenue $225,144

Investment Income $2,556

Other Revenue $0

TOTAL REVENUE $465,367

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $354,365

Other Expenses $362,532

TOTAL EXPENSES $362,532

Year-over-Year Comparison

	2023	2022	Change
Revenue	$465,367	N/A	N/A
Expenses	$362,532	N/A	N/A
Net Income	$102,835	N/A	N/A

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

120

Independent Members

120

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
Madeeha Sheikh	President	1.00	Director	$0	$0	$0
Madeline Morales	Secretary	1.00	Director	$0	$0	$0
Grant Butkus	Vice President	1.00	Director	$0	$0	$0
Sophie Burge	Vice President	1.00	Director	$0	$0	$0
Geneva Li	Vice President	1.00	Director	$0	$0	$0
Ellen Sparker	Treasurer	1.00	Director	$0	$0	$0
Jose Pacheco	Vice President	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
2025	No data	No data	No data	No data
2024	$465,367	$362,532	$346,695	$102,835
2023	$250,790	$250,790	$408,834	No data
2022	$273,197	$273,197	$421,352	No data
2021	$117,936	$117,936	$359,438	No data
2018	$153,894	$153,894	$253,368	No data

Poe Elementary School PTO