FOREST CREEK MIDDLE SCHOOL PARENT TEACHER ORGANIZATION

EIN: 871393072 501(c)(3) Education

FORT MILL, SC

Total Revenue
$40,743
Total Expenses
$34,849
Total Assets
$27,069
Net Assets
$27,069
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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
2021
Legal Domicile
SC
Principal Officer
JODI SOURWINE
Phone
9175777000
Tax Period
2023-07-01 to 2024-06-30

FOREST CREEK MIDDLE SCHOOL PARENT TEACHER ORGANIZATION, founded in 2021, is a micro nonprofit in the Education sector that reported $41K in total revenue in fiscal year 2023. Revenue surged 131% from the prior year, signaling strong growth momentum. Expenses of $35K left a modest 14% surplus.

Mission

FOREST CREEK MIDDLE SCHOOL PARENT TEACHER ORGANIZATION WORKS TO SUPPORT THE STUDENTS AT FOREST CREEK MIDDLE SCHOOL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $40,719
Investment Income $24
Other Revenue $0
TOTAL REVENUE $40,743

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $34,223
Other Expenses $34,849
TOTAL EXPENSES $34,849

Year-over-Year Comparison

2023 2022 Change
Revenue $40,743 $17,673 +1.3%
Expenses $34,849 $24,949 +0.4%
Net Income $5,894 $-7,276 -1.8%
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
4
Employees
N/A
Volunteers
65

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
CARLA BERLIN SECRETARY 2.00
Officer
$0 $0 $0
HEATHER PHIPPS VICE PRESIDE 2.00
Officer
$0 $0 $0
JODI SOURWINE PRESIDENT 3.00
Officer
$0 $0 $0
SUZY STAVRINOU TREASURER 4.00
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
2024 $40,743 $34,849 $27,069 $5,894
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