High Point Elementary PTO (EIN 812805654) - 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

2016

Legal Domicile

Principal Officer

Jessica Lawrence

Phone

4048437716

Tax Period

2022-07-01 to 2023-06-30

High Point Elementary PTO, founded in 2016, is a small nonprofit in the Education sector that reported $171K in total revenue in fiscal year 2022. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $41K, a strong 24% operating margin.

Mission

Support Academic Enrichment For Students at High Point Elementary School.

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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 $83,335

Program Service Revenue $38,622

Investment Income $875

Other Revenue $48,000

TOTAL REVENUE $170,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,939

Program Expenses $119,704

Other Expenses $129,609

TOTAL EXPENSES $129,609

Year-over-Year Comparison

	2022	2021	Change
Revenue	$170,832	$190,893	-0.1%
Expenses	$129,609	$170,541	-0.2%
Net Income	$41,223	$20,352	+1.0%

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
Jessica Lawrence	President	006.50	Officer	$0	$0	$0
Kate Wright	Vice President	006.50	Officer	$0	$0	$0
Kelle Murphy	Treasurer	007.00	Officer	$0	$0	$0
Mindy Schwartz	Parliamentarian	002.00	Officer	$0	$0	$0
Karla Avery	Secretary	001.50	Officer	$0	$0	$0
Greta Crowley	Director of Fundraising	006.50	Officer	$0	$0	$0
Stacey Carlsen	Director of Technology	005.00	Officer	$0	$0	$0
Laura Weekley	Director of Hospitality	005.75	Officer	$0	$0	$0
Alison Carlson	VP - Grounds and Landscaping	004.00	Officer	$0	$0	$0
Emily Faucette	Director of of Community Events	004.50	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
2023	$170,832	$129,609	$201,973	$41,223
2022	$190,893	$170,541	$160,750	$20,352

High Point Elementary PTO