North Lee Elementary 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

2017

Legal Domicile

Principal Officer

Sarah Coleman

Phone

4232400742

Tax Period

2023-07-01 to 2024-06-30

North Lee Elementary PTO, founded in 2017, is a micro nonprofit in the Education sector that reported $32K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $36K exceeded revenue, resulting in a 11% operating deficit.

Mission

To foster a sense of support, pride, and enthusiasm; to encourage parent and community involvement in the North Lee area; and to strengthen the connection between home and school so that parents and teachers can work together effectively in the education and development of children and youth.

Program Service Accomplishments

Program 1

Expenses: $35,930 Revenue: $32,420

The organization supports school functions, conducts fundraising projects, and promotes collaboration among parents, teachers, and the community to enhance educational opportunities in partnership...

The organization supports school functions, conducts fundraising projects, and promotes collaboration among parents, teachers, and the community to enhance educational opportunities in partnership with school administration.

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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 (2023)

Revenue Breakdown

Contributions & Grants $9,952

Program Service Revenue $0

Investment Income $0

Other Revenue $22,468

TOTAL REVENUE $32,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,930

Other Expenses $35,930

TOTAL EXPENSES $35,930

Year-over-Year Comparison

	2023	2022	Change
Revenue	$32,420	$43,401	-0.3%
Expenses	$35,930	$31,602	+0.1%
Net Income	$-3,510	$11,799	-1.3%

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
Sarah Coleman	President	1.0	Officer Director	$0	$0	$0
Keenan Hulton	Vice President	1.0	Officer Director	$0	$0	$0
Kindel McAmis	Treasurer	1.0	Officer Director	$0	$0	$0
Sarah Maxwell	Secretary	1.0	Officer Director	$0	$0	$0
Kiera Benson	Publicist	1.0	Officer 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
2025	No data	No data	No data	No data
2024	$32,420	$35,930	$32,356	$-3,510
2022	$62,583	$63,088	$24,592	$-505
2021	$53,130	$40,713	$19,368	$12,417
2020	$85,905	$86,094	$6,951	$-189