LINCOLN ELEMENTARY SCHOOL 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

2009

Legal Domicile

Principal Officer

DAVID BALCH

Phone

8313205620

Tax Period

2017-08-01 to 2018-07-31

LINCOLN ELEMENTARY SCHOOL PTO, founded in 2009, is a small nonprofit in the Education sector that reported $217K in total revenue in fiscal year 2017. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $38K, a strong 18% operating margin.

Mission

TO SUPPORT AND ENHANCE EDUCATION BY PROVIDING SUPPORT FOR SCHOOL STAFF, STUDENTS, AND PARENTS.

Program Service Accomplishments

Program 1

Expenses: $178,142 Revenue: $217,161

ACTIVITIES ARE PROVIDED TO BUILD STRONG RELATIONSHIPS BETWEEN STUDENTS, PARENTS, AND FACULTY. FUNDS RAISED ARE USED TO SUPPORT STAFF, STUDENTS, AND CIRRICULUM BY PROVIDING NEEDED RESOURCES AND...

ACTIVITIES ARE PROVIDED TO BUILD STRONG RELATIONSHIPS BETWEEN STUDENTS, PARENTS, AND FACULTY. FUNDS RAISED ARE USED TO SUPPORT STAFF, STUDENTS, AND CIRRICULUM BY PROVIDING NEEDED RESOURCES AND EQUIPMENT IN ORDER TO ACHIEVE WELL-ROUNDED EDUCATION.

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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 (2017)

Revenue Breakdown

Contributions & Grants $336

Program Service Revenue $116,521

Investment Income $18

Other Revenue $100,286

TOTAL REVENUE $217,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $178,142

Other Expenses $178,868

TOTAL EXPENSES $178,868

Year-over-Year Comparison

	2017	2016	Change
Revenue	$217,161	$128,307	+0.7%
Expenses	$178,868	$123,465	+0.4%
Net Income	$38,293	$4,842	+6.9%

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

N/A

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
DAVID BALCH	President	6.00	Director	$0	$0	$0
MARIA GIANNINI	Vice President	6.00	Director	$0	$0	$0
ABBY TAYLOR-SILVA	Treasurer	6.00	Director	$0	$0	$0
YISELL LOPEZ	Secretary	6.00	Director	$0	$0	$0
JULIE COCHRAN	COMMUNICATIONS	6.00	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
2018	$217,161	$178,868	$43,968	$38,293