LAMAR HIGH SCHOOL PTO (EIN 760500049) - 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

1989

Legal Domicile

Principal Officer

ALYSON ROONEY

Phone

7135525960

Tax Period

2022-07-01 to 2023-06-30

LAMAR HIGH SCHOOL PTO, founded in 1989, is a small nonprofit in the Education sector that reported $131K in total revenue in fiscal year 2022. Expenses of $126K left a modest 4% surplus.

Mission

SUPPORT AND ENRICH LAMAR HIGH SCHOOL'S CURRICULUM AND ENHANCE STUDENT ACCESS TO COLLEGE INFORMATION AND RESOURCES

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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 (2022)

Revenue Breakdown

Contributions & Grants $124,551

Program Service Revenue $0

Investment Income $684

Other Revenue $5,556

TOTAL REVENUE $130,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,881

Program Expenses $117,170

Other Expenses $125,953

TOTAL EXPENSES $125,953

Year-over-Year Comparison

	2022	2021	Change
Revenue	$130,791	$133,711	0.0%
Expenses	$125,953	$110,967	+0.1%
Net Income	$4,838	$22,744	-0.8%

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
HEATHER BARROW	PRESIDENT	1.00	Officer	$0	$0	$0
BETH LANE	PRESIDENT ELECT	1.00	Officer	$0	$0	$0
JENNY BEACH	SECRETARY	1.00	Officer	$0	$0	$0
SOOK MILLER	TREASURER	1.00	Officer	$0	$0	$0
ALYSON ROONEY	CO-TREASURER	1.00	Officer	$0	$0	$0
ANJANETTE BLEWER	PARLIAMENTARIAN	1.00	Officer	$0	$0	$0
MOYA VARNER	VP CORPORATE GIVING	1.00	Officer	$0	$0	$0
CASEY SCHULTZ	VP COMMUNICATIONS	1.00	Officer	$0	$0	$0
TONYA ANDERSON	VP MEMBERSHIP	1.00	Officer	$0	$0	$0
STEPHANIE WELLS	VP TEACHER WISH LIST	1.00	Officer	$0	$0	$0
KARA RICHARDSON	PAST PRESIDENT	1.00	Officer	$0	$0	$0
JILL CALDERONE	2023 CLASS CHAIR	1.00	Officer	$0	$0	$0
SARAH THWEATT	2023 CLASS CHAIR	1.00	Officer	$0	$0	$0
LORI BLACK	2024 CLASS CHAIR	1.00	Officer	$0	$0	$0
JENNY WOOD	2024 CLASS CHAIR	1.00	Officer	$0	$0	$0
KRISTINE MARTINEZ	2025 CLASS CHAIR	1.00	Officer	$0	$0	$0
LESLIE WUBBENHORST	2025 CLASS CHAIR	1.00	Officer	$0	$0	$0
KATHRYN SCHULTZ	2026 CLASS CHAIR	1.00	Officer	$0	$0	$0
ALLISON TEHENG	2026 CLASS CHAIR	1.00	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
2024	No data	No data	No data	No data
2023	$130,791	$125,953	$81,377	$4,838
2022	$133,711	$110,967	$79,860	$22,744
2021	$170,425	$158,726	$53,795	$11,699
2020	$121,228	$150,944	$89,298	$-29,716
2019	$162,753	$193,750	$99,376	$-30,997
2018	$160,986	$151,650	$135,893	$9,336

LAMAR HIGH SCHOOL PTO