JENNIE KATHARINE KOLTER PTO

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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

1999

Legal Domicile

Principal Officer

DANIELL DAVIS

Phone

7137263630

Tax Period

2024-08-01 to 2025-07-31

JENNIE KATHARINE KOLTER PTO, founded in 1999, is a small nonprofit in the Education sector that reported $262K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $46K, a strong 18% operating margin.

Mission

ORGANIZATION CONTRIBUTES FUNDS THAT SUPPORT STUDENT EDUCATIONAL PROGRAMS, TEACHER DEVELOPMENT AND APPRECIATION, AND FACILITY IMPROVEMENTS AT KOLTER ELEMENTARY SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $81,899

EDUCATIONAL ENRICHMENT

Program 2

Expenses: $26,150

STAFF AND VOLUNTEER APPRECIATION

Program 3

Expenses: $98,843

CAMPUS LIFE

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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 $26,749

Program Service Revenue $0

Investment Income $414

Other Revenue $234,474

TOTAL REVENUE $261,637

Expense Breakdown

Grants Paid $34,094

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $206,892

Other Expenses $181,742

TOTAL EXPENSES $215,836

Year-over-Year Comparison

	2024	2023	Change
Revenue	$261,637	$280,756	-0.1%
Expenses	$215,836	$329,875	-0.3%
Net Income	$45,801	$-49,119	-1.9%

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

Employees

N/A

Volunteers

150

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
CURRIE HEIDT	PRESIDENT	15.00	Officer Director	$0	$0	$0
SIMRET MATHEWOS	VICE-PRESIDENT-COMMUNICATI	8.00	Officer Director	$0	$0	$0
ERIN TROFF	TREASURER	8.00	Officer Director	$0	$0	$0
ANDREA KAHLE	ASSISTANT TREASURER	5.00	Officer Director	$0	$0	$0
DANIELL DAVIS	SECRETARY	2.00	Officer Director	$0	$0	$0
MEGAN ELLIS	VP-VOLUNTEER RECRUITMENT	4.00	Officer Director	$0	$0	$0
ANITA BORMASTER	VICE-PRESIDENT-DEVELOPMENT	4.00	Officer Director	$0	$0	$0
REBEKAH FRANZ	ADVISOR	1.00	Officer Director	$0	$0	$0
EMILY DOLINA	CAMPUS RELATIONS	2.00	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	$261,637	$215,836	$323,991	$45,801
2024	$280,756	$329,875	$278,190	$-49,119
2023	$276,036	$262,201	$324,663	$13,835
2019	$218,246	$230,311	$340,481	$-12,065
2018	$371,325	$160,805	$352,546	$210,520