PLEASANTDALE PTO 107 INC (EIN 820874532) - 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

2017

Principal Officer

KATHY DISTASIO

Phone

7082464700

Tax Period

2022-07-01 to 2023-06-30

PLEASANTDALE PTO 107 INC, founded in 2017, is a micro nonprofit in the Education sector that reported $46K in total revenue in fiscal year 2022. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $63K exceeded revenue, resulting in a 36% operating deficit.

Mission

THE ORGANIZATION'S MISSION STATEMENT IS: ENRICHING THE SPIRIT OF OUR CHILDREN, OUR SCHOOL AND OUR COMMUNITY INTO THE NEW MILLENNIUM.

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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 $6,750

Program Service Revenue $39,310

Investment Income $0

Other Revenue $0

TOTAL REVENUE $46,060

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,031

Other Expenses $62,610

TOTAL EXPENSES $62,610

Year-over-Year Comparison

	2022	2021	Change
Revenue	$46,060	$101,446	-0.5%
Expenses	$62,610	$86,725	-0.3%
Net Income	$-16,550	$14,721	-2.1%

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

175

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
CARLI BOWEN	CO-VICE-PRES	N/A	Officer	$0	$0	$0
ALISON CHEBUHAR	CO-VICE-PRES	N/A	Officer	$0	$0	$0
KATHY DISTASIO	CO-PRESIDENT	N/A	Officer	$0	$0	$0
MEGAN GRAD	CO-PRESIDENT	N/A	Officer	$0	$0	$0
LINDSAY HOSANNA	TREASURER	N/A	Officer	$0	$0	$0
VICTORIA NASH	SECRETARY	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
2023	$46,060	$62,610	$54,609	$-16,550
2022	$101,446	$86,725	$71,159	$14,721
2021	$44,800	$48,958	$56,438	$-4,158
2020	$75,261	$54,578	$60,596	$20,683
2019	$51,779	$51,271	$39,913	$508
2018	$85,430	$46,025	$39,405	$39,405

PLEASANTDALE PTO 107 INC