CW CLINE PTO (EIN 760551376) - 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

Principal Officer

LAUREN MIDDLETON

Phone

4409154748

Tax Period

2023-07-01 to 2024-06-30

CW CLINE PTO, founded in 1987, is a small nonprofit in the Education sector that reported $189K in total revenue in fiscal year 2023. Expenses of $176K left a modest 7% surplus.

Mission

CLINE PTO IS A GROUP OF PARENTS, TEACHERS AND FAMILIES WORKING AS A TEAM TO SUPPORT STUDENT'S EDUCATIONAL NEEDS. WE RAISE FUNDS FOR CLINE ELEMENTARY TO PROVIDE ADDITIONAL RESOURCES AND HOST SEVERAL EVENTS THROUGHOUT THE YEAR.

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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 $3,977

Program Service Revenue $0

Investment Income $0

Other Revenue $184,650

TOTAL REVENUE $188,627

Expense Breakdown

Grants Paid $159,973

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $175,573

Other Expenses $15,955

TOTAL EXPENSES $175,928

Year-over-Year Comparison

	2023	2022	Change
Revenue	$188,627	$188,767	0.0%
Expenses	$175,928	$189,189	-0.1%
Net Income	$12,699	$-422	-31.1%

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

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
RACHEL YU	PRESIDENT	10.00	Director	$0	$0	$0
JAMIE AINSWORTH	SECRETARY	10.00	Director	$0	$0	$0
LAUREN MIDDLETON	TREASURER	10.00	Director	$0	$0	$0
ASHLEY DEL RIO	OTHER OFFICER	10.00	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	$188,627	$175,928	$40,841	$12,699
2023	$188,767	$189,189	$23,923	$-422
2022	$170,492	$163,745	$24,345	$6,747
2021	$91,572	$102,092	$16,728	$-10,520
2020	$197,016	$203,833	$26,958	$-6,817
2019	$191,699	$195,875	$33,660	$-4,176

CW CLINE PTO