South Lake 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

2022

Legal Domicile

Principal Officer

AMANDA TULLIS

Phone

3212641137

Tax Period

2023-08-01 to 2024-07-31

South Lake PTO, founded in 2022, is a micro nonprofit in the Education sector that reported $34K in total revenue in fiscal year 2023. Expenses of $46K exceeded revenue, resulting in a 34% operating deficit.

Mission

Enhance the educational experience at South Lake Elementary through volunteer and financial support. Strive to develop a closer connection between school and home by encouraging parent involvement.

Program Service Accomplishments

Program 1

Expenses: $27,345 Revenue: $61,472

Fundraising events which included sponsorship, spirit wear, coin challenge, grams, family engagement events, art gifts, holiday shoppe, and fun run.

Program 2

Expenses: $41,131 Revenue: $36

School grants for teachers, staff, and administration for classroom items, school items, information technology, student engagement, and fieldtrip scholarships.

Program 3

Expenses: $2,505

Teacher and staff appreciation events and hospitality.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $34,179

TOTAL REVENUE $34,179

Expense Breakdown

Grants Paid $33,639

Salaries & Benefits $0

Fundraising Expenses $450

Program Expenses $70,981

Other Expenses $11,614

TOTAL EXPENSES $45,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,179	N/A	N/A
Expenses	$45,703	N/A	N/A
Net Income	$-11,524	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
AMANDA TULLIS	President	35.00	Officer	$0	$0	$0
KATE TOY	Vice President	15.00	Officer	$0	$0	$0
MORIAH WINFIELD	Treasurer	10.00	Officer	$0	$0	$0
SHARON BROWN	Secretary	15.00	Officer	$0	$0	$0
JESSICA PITTMAN	VP of Fundraising	15.00	Officer	$0	$0	$0
DANA CARRAWAY	VP of Hospitality	25.00	Officer	$0	$0	$0
ALICIA HIETT	VP of Events	15.00	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	$34,179	$45,703	$36,035	$-11,524