Alamo Elementary PTO (EIN 832282164) - 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

2019

Legal Domicile

Principal Officer

Kierstyn Stone

Phone

7073651372

Tax Period

2023-07-01 to 2024-06-30

Alamo Elementary PTO, founded in 2019, is a micro nonprofit in the Education sector that reported $86K in total revenue in fiscal year 2023. Net assets of $174K represent 24 months of operating reserves.

Mission

The Alamo Elementary PTO raises funds to support the teachers and enrich the students of the school by providing supplies, insurance, and extra activities including field trips, programs, incentives, and other activities.

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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 $2,588

Program Service Revenue $0

Investment Income $0

Other Revenue $83,131

TOTAL REVENUE $85,719

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,297

Other Expenses $89,124

TOTAL EXPENSES $89,124

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,719	N/A	N/A
Expenses	$89,124	N/A	N/A
Net Income	$-3,405	N/A	N/A

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

N/A

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
Lacie Lopez	President	1.00	Officer Director	$0	$0	$0
Mandy Ivie	Vice President	1.00	Officer Director	$0	$0	$0
Jennifer Chastain	Secretary	1.00	Officer Director	$0	$0	$0
Kierstyn Stone	Treasurer	2.00	Officer Director	$0	$0	$0
Melissa Barawed	Director	1.00	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
2024	$85,719	$89,124	$174,180	$-3,405
2023	$117,380	$82,760	$157,256	$34,620

Alamo Elementary PTO