LAKETOWN ELEMENTARY SCHOOL PTO (EIN 812782785) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

TAYLOR MUHLENBRUCH

Phone

9524420690

Tax Period

2024-07-01 to 2025-06-30

LAKETOWN ELEMENTARY SCHOOL PTO, founded in 2016, is a micro nonprofit in the Education sector that reported $45K in total revenue in fiscal year 2024. The organization ran a surplus of $11K, a strong 25% operating margin.

Mission

THE PURPOSE OF LAKETOWN ELEMENTARY SCHOOL PTO IS TO SUPPORT THE EDUCATION OF CHILDREN AT LAKETOWN ELEMENTARY SCHOOL BY FOSTERING THE RELATIONSHIP BETWEEN SCHOOL, HOME, AND COMMUNITY FOR THE ACADEMIC SUCCESS OF ALL THE STUDENTS OF THE LAKETOWN ELEMENTARY SCHOOL. TO THAT END, THE ORGANIZATION WORKS IN PARTNERSHIP WITH THE SCHOOL'S ADMINISTRATION, BOARD, AND COMMITTEES AND ORGANIZES EVENTS, PROGRAMS, AND FUNDRAISERS IN SUPPORT OF THAT MISSION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $145

Program Service Revenue $0

Investment Income $0

Other Revenue $45,299

TOTAL REVENUE $45,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,964

Other Expenses $33,964

TOTAL EXPENSES $33,964

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,444	$44,758	+0.0%
Expenses	$33,964	$32,460	+0.0%
Net Income	$11,480	$12,298	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
NIKKI LIES	SECRETARY	N/A	Officer	$0	$0	$0
NICK LIVERCA	TREASURER	N/A	Officer	$0	$0	$0
TAYLOR MUHLENBRUCH	PRESIDENT	N/A	Officer	$0	$0	$0
LINDSAY PETERSON	VICE PRESIDE	N/A	Officer	$0	$0	$0
ANNA RANDALL	RM CAPTAIN D	N/A	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	$45,444	$33,964	$76,293	$11,480
2024	$44,758	$32,460	$64,813	$12,298
2023	$47,263	$31,074	$52,515	$16,189
2022	$44,548	$75,047	$36,326	$-30,499
2021	$28,794	$25,649	$66,825	$3,145
2020	$51,069	$42,401	$63,680	$8,668
2019	$41,357	$23,707	$55,012	$17,650

LAKETOWN ELEMENTARY SCHOOL PTO