SHAFER MIDDLE PTO

EIN: 843742908 501(c)(3) Education

GALLATIN, TN

Total Revenue
$22,288
Total Expenses
$19,039
Total Assets
$5,204
Net Assets
$5,204
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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

Principal Officer
ANGIE WAKEFIELD
Phone
6152307704
Tax Period
2022-07-01 to 2023-06-30

SHAFER MIDDLE PTO is a micro nonprofit in the Education sector that reported $22K in total revenue in fiscal year 2022. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $19K left a modest 15% surplus.

Mission

SUPPORT SCHOOL THROUGH PARENT TEACHER ORGANIZATION

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $22,288
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $22,288

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $19,039
Other Expenses $19,039
TOTAL EXPENSES $19,039

Year-over-Year Comparison

2022 2021 Change
Revenue $22,288 $19,120 +0.2%
Expenses $19,039 $20,362 -0.1%
Net Income $3,249 $-1,242 -3.6%
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

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Governance

Voting Members
4
Independent Members
2
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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
APRIL COX SECRETARY N/A
Officer
$0 $0 $0
ASHLEY SUDDARTH VICE PRESIDE N/A
Officer
$0 $0 $0
ANGIE WAKEFIELD TREASURER N/A
Officer
$0 $0 $0
SAMANTHA ROOKS PRESIDENT 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 $22,288 $19,039 $5,204 $3,249
2022 $19,120 $20,362 $1,955 $-1,242
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