BELFOREST ELEMENTARY SCHOOL 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

2020

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

BELFOREST ELEMENTARY SCHOOL PTO, founded in 2020, is a micro nonprofit that reported $80K in total revenue in fiscal year 2022. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $29K, a strong 36% operating margin.

Mission

THE PURPOSE OF BELFOREST ELEMENTARY PTO IS TO SUPPORT THE TEACHERS, STAFF, STUDENTS, & PARENTS OF BELFOREST ELEMENTARY SCHOOL THROUGH VOLUNTEER & FINANCIAL SUPPORT.

Program Service Accomplishments

Program 1

Expenses: $50,593

THE PURPOSE OF BELFOREST ELEMENTARY PTO IS TO SUPPORT THE TEACHERS, STAFF, STUDENTS, & PARENTS OF BELFOREST ELEMENTARY SCHOOL THROUGH VOLUNTEER & FINANCIAL SUPPORT.

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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 $54,548

Program Service Revenue $24,668

Investment Income $0

Other Revenue $1,171

TOTAL REVENUE $80,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,593

Other Expenses $51,443

TOTAL EXPENSES $51,443

Year-over-Year Comparison

	2022	2021	Change
Revenue	$80,387	$101,565	-0.2%
Expenses	$51,443	$88,873	-0.4%
Net Income	$28,944	$12,692	+1.3%

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
AMBER SCOTT	TREASURER	0.00	Officer	$0	$0	$0
JILL YAWN	OFFICER	0.00	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	$80,387	$51,443	$48,232	$28,944
2022	$101,565	$88,873	$19,288	$12,692
2021	$89,859	$83,263	$6,596	$6,596