GROVELAND ELEMENTARY PTO

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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

JENNIFER ZECHMEISTER

Phone

9524015600

Tax Period

2021-07-01 to 2022-06-30

GROVELAND ELEMENTARY PTO, founded in 2019, is a small nonprofit in the Education sector that reported $170K in total revenue in fiscal year 2021. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 38% operating margin.

Mission

THE PURPOSE OF THE GROVELAND ELEMENTARY PTO IS TO PROMOTE, SUPPORT, ENHANCE, AND ADVOCATE FOR THE EDUCATIONAL, SOCIAL AND EMOTIONAL WELL-BEING OF THE GROVELAND ELEMENTARY CHILDREN AT HOME, IN SCHOOL AND IN COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $80,697

THE GROVELAND PTO ACHIEVES ITS MISSION THROUGH A VARIETY OF PROGRAMMING ACTIVITIES INCLUDING:1. OUR TEACHER ENRICHMENT FUND, WHICH PROVIDES FUNDS TO TEACHERS TO DEVELOP AND EXECUTE ADDITIONAL...

THE GROVELAND PTO ACHIEVES ITS MISSION THROUGH A VARIETY OF PROGRAMMING ACTIVITIES INCLUDING:1. OUR TEACHER ENRICHMENT FUND, WHICH PROVIDES FUNDS TO TEACHERS TO DEVELOP AND EXECUTE ADDITIONAL ENRICHMENT PROGRAMS WITHIN THEIR OWN CLASSROOM CURRICULUMS 2. OUR MUSIC AND FINE ARTS PROGRAM WHICH SUPPORTS OUR MUSIC PROGRAM THROUGH EQUIPMENT PURCHASE AND SPONSORS OUTSIDE SPEAKER AND GUEST PROGRAMS3. OUR FUND THE NEED PROGRAM WHICH PROVIDES GRANTS TO THE MINNETONKA SCHOOL DISTRICT. THIS YEAR'S GRANT PROVIDED SUPPORT FOR PLAYGROUND EQUIPMENT SUPPORTING STUDENT PHYSICAL ACTIVITY.4. TEACHER AND STAFF APPRECIATION5. COMMUNITY BUILDING EVENTS THAT BENEFIT STUDENTS, FAMILIES AND STAFF

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,281

Program Service Revenue $0

Investment Income $21

Other Revenue $168,683

TOTAL REVENUE $169,985

Expense Breakdown

Grants Paid $5,695

Salaries & Benefits $0

Fundraising Expenses $19,258

Program Expenses $80,697

Other Expenses $80,633

TOTAL EXPENSES $105,586

Year-over-Year Comparison

	2021	2020	Change
Revenue	$169,985	$105,584	+0.6%
Expenses	$105,586	$80,666	+0.3%
Net Income	$64,399	$24,918	+1.6%

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

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
JOLAE MALY	CO PRESIDENT	2.00	Officer Director	$0	$0	$0
SOFIA BEABOUT	CO PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBYN BASS	CO VICE PRES.	0.50	Officer Director	$0	$0	$0
JACEY SIEDBAND	CO VICE PRES.	0.50	Officer Director	$0	$0	$0
JENNIFER ZECHMEISTER	Treasurer	3.00	Officer Director	$0	$0	$0
SARA ANDERSON	ASST TREASURER	3.00	Director	$0	$0	$0
CAROLINA ROSALES	Secretary	1.50	Officer Director	$0	$0	$0
LEE BULL	PAST PRESIDENT	0.30	Director	$0	$0	$0
MAGGIE BRINDLEY	PAST PRESIDENT	0.30	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
2022	$169,985	$105,586	$166,297	$64,399