COUNTRYSIDE ELEMENTARY PTO (EIN 820559401) - 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

2004

Legal Domicile

Principal Officer

CHARLOTTE LEFEBVRE

Phone

9528484700

Tax Period

2024-07-01 to 2025-06-30

COUNTRYSIDE ELEMENTARY PTO, founded in 2004, is a small nonprofit in the Education sector that reported $113K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $32K, a strong 28% operating margin.

Mission

TO SUPPORT AND ENHANCE THE EDUCATIONAL OPPORTUNITIES AT COUNTRYSIDE ELEMENTARY SCHOOL AND TO SUPPORT THE RELATIONSHIP BETWEEN HOME AND 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 (2024)

Revenue Breakdown

Contributions & Grants $40,867

Program Service Revenue $2,423

Investment Income $53

Other Revenue $70,024

TOTAL REVENUE $113,367

Expense Breakdown

Grants Paid $43,872

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,802

Other Expenses $37,476

TOTAL EXPENSES $81,348

Year-over-Year Comparison

	2024	2023	Change
Revenue	$113,367	$125,254	-0.1%
Expenses	$81,348	$85,292	0.0%
Net Income	$32,019	$39,962	-0.2%

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
LEAH BERKLAND	MEMBER AT LARGE	3.00	Officer Director	$0	$0	$0
NICOLE OLLHOFF	PRESIDENT	5.00	Officer Director	$0	$0	$0
CHARLOTTE LEFEBVRE	TREASURER	3.00	Officer Director	$0	$0	$0
SHAAMA CHAHOUD	SECRETARY	1.00	Officer Director	$0	$0	$0
REBECCA PETERSON	MEMBER AT LARGE	1.00	Officer Director	$0	$0	$0
JENNY KLONE	MARKETING/COMMUNICATION	1.00	Officer Director	$0	$0	$0
STEPH PULLEN	VICE PRESIDENT	1.00	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	$113,367	$81,348	$180,679	$32,019
2024	$125,254	$85,292	$148,660	$39,962
2023	$192,213	$261,693	$108,698	$-69,480

COUNTRYSIDE ELEMENTARY PTO