DONALD LEONETTI ELEMENTARY PTO PARENT TEACHER ORGANIZATION (EIN 822320994) - 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

FRAN MAYS

Phone

7132534544

Tax Period

2022-07-01 to 2023-06-30

DONALD LEONETTI ELEMENTARY PTO PARENT TEACHER ORGANIZATION, founded in 2017, is a small nonprofit in the Education sector that reported $113K in total revenue in fiscal year 2022. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 28% operating margin.

Mission

THE MISSION OF THE DONALD LEONETTI ELEMENTARY PARENT TEACHER ORGANIZATION IS TO PROVIDE SUPPORT AND ENHANCEMENT OF THE EDUCATION AND WELFARE OF OUR STUDENTS AND TO PROMOTE OPEN COMMUNICATION AMONG THE ADMINISTRATION, TEACHERS, PARENTS AND COMMUNITY.

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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 $914

Program Service Revenue $47,554

Investment Income $11

Other Revenue $64,081

TOTAL REVENUE $112,560

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,109

Other Expenses $76,109

TOTAL EXPENSES $81,109

Year-over-Year Comparison

	2022	2021	Change
Revenue	$112,560	$90,700	+0.2%
Expenses	$81,109	$49,642	+0.6%
Net Income	$31,451	$41,058	-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

421

Independent Members

421

Employees

N/A

Volunteers

111

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
MARY BETH BAJIKAR	TEACHER REP	2.00	Officer Director	$0	$0	$0
MELISSA DELAGARZA	VICE PRESIDE	8.00	Officer Director	$0	$0	$0
MATTIE GIVENS	FUNDRAISING	5.00	Officer Director	$0	$0	$0
KRISTI HANSEN	PRESIDENT	12.00	Officer Director	$0	$0	$0
NATASHA JACKSON	EDUCATIONAL	3.00	Officer Director	$0	$0	$0
JOSHUA JENKINS	PUBLIC COORD	8.00	Officer Director	$0	$0	$0
SHAINA KARABIN	STUDENT ACTI	4.00	Officer Director	$0	$0	$0
KHARLA KENDALL	PARLIAMENTAR	5.00	Officer Director	$0	$0	$0
LAROYSHIA MCLAUGHLIN	VIPS COORDIN	10.00	Officer Director	$0	$0	$0
MICHELLE PARADA	STAFF APPREC	5.00	Officer Director	$0	$0	$0
MERI SAMPSON	SECRETARY	2.00	Officer Director	$0	$0	$0
FRAN MAYS	TREASURER	8.00	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
2023	$112,560	$81,109	$187,345	$31,451

DONALD LEONETTI ELEMENTARY PTO PARENT TEACHER ORGANIZATION