SHADES CAHABA ELEMENTARY PTO (EIN 813022015) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

CIA TOMPKINS

Phone

2058711113

Tax Period

2024-07-01 to 2025-06-30

SHADES CAHABA ELEMENTARY PTO, founded in 2016, is a small nonprofit in the Education sector that reported $124K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $147K exceeded revenue, resulting in a 19% operating deficit.

Mission

THE PTO EXISTS TO SUPPORT THE STAFF AND STUDENTS OF SHADES CAHABA ELEMENTARY SCHOOL (THE "SCHOOL") BY PROVIDING AND PROMOTING A DEDICATED AND INNOVATIVE COMMUNITY OF PARENTS, TEACHERS AND SUPPORTERS THROUGH THE VOLUNTEERING OF TIME AND TALENTS, THE DEMONSTRATION OF EXCEPTIONAL CHARACTER AND THE MANAGEMENT AND ALLOCATION OF FUNDRAISING.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $108,455

Program Service Revenue $0

Investment Income $1,151

Other Revenue $80,567

TOTAL REVENUE $190,173

Expense Breakdown

Grants Paid $153,457

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $179,735

Other Expenses $32,922

TOTAL EXPENSES $186,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,173	$123,664	+0.5%
Expenses	$186,379	$146,686	+0.3%
Net Income	$3,794	$-23,022	-1.2%

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
AMY STRONG	PRESIDENT	5.00	Officer	$0	$0	$0
KATIE CRAWFORD	PREDISENT ELECT	2.00	Officer	$0	$0	$0
TAYLOR MARIE HARDY	TREASURER	2.00	Officer	$0	$0	$0
CIA TOMPKINS	TREASURER ELECT	2.00	Officer	$0	$0	$0
MYRA NOBLE	SECRETARY	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	$190,173	$186,379	$213,839	$3,794
2024	$123,664	$146,686	$210,045	$-23,022

SHADES CAHABA ELEMENTARY PTO