PAGE MIDDLE SCHOOL PARENT TEACHER ORGANIZATION

EIN: 810566476 501(c)(3) Education

FRANKLIN, TN

Total Revenue
$252,586
Total Expenses
$235,896
Total Assets
$55,973
Net Assets
$55,973
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
TN
Principal Officer
Heather Burkholder
Phone
6154724760
Tax Period
2024-07-01 to 2025-06-30

PAGE MIDDLE SCHOOL PARENT TEACHER ORGANIZATION, founded in 1981, is a small nonprofit in the Education sector that reported $253K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $236K left a modest 7% surplus.

Mission

The PTO is an organization of parents and interested parties that want to enhance the facilities and school year for the children attending Page Middle School. This will include purchasing or improving areas that the school does not have funding for or to make the school even better than it already is to help its teachers and students.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $100,684
Program Service Revenue $0
Investment Income $0
Other Revenue $151,902
TOTAL REVENUE $252,586

Expense Breakdown

Grants Paid $226,919
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $226,919
Other Expenses $8,977
TOTAL EXPENSES $235,896

Year-over-Year Comparison

2024 2023 Change
Revenue $252,586 $187,035 +0.4%
Expenses $235,896 $155,729 +0.5%
Net Income $16,690 $31,306 -0.5%
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

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
30

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
12
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Portia Fulk President 2.00
Officer
$0 $0 $0
Brooke Brandon VP- Fundraising 2.00
Officer
$0 $0 $0
Kim Thorsby VP- Communications 2.00
Officer
$0 $0 $0
Melissa Masten VP- Hospitality 2.00
Officer
$0 $0 $0
Jordan Waldron VP- Merchandising 2.00
Officer
$0 $0 $0
Stephanie Jenkins VP- Events 2.00
Officer
$0 $0 $0
Heather Burkholder Treasurer 2.00
Officer
$0 $0 $0
Lisa Powers Asst Treasurer 2.00
Officer
$0 $0 $0
Kristin LaBaugh Secretary 2.00
Officer
$0 $0 $0
Emily Braden PAC 2.00
Officer
$0 $0 $0
Noha Schouder PFAC 2.00
Officer
$0 $0 $0
Kara Boles PFAC 2.00
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
2025 $252,586 $235,896 $55,973 $16,690
2024 $187,035 $155,729 $39,283 $31,306
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