HORN ACADEMY PTO (EIN 900066615) - Form 990 Financial Analysis & Trantor Score

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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

2003

Legal Domicile

Principal Officer

TRICIA ONUFER

Phone

7132955264

Tax Period

2023-07-01 to 2024-06-30

HORN ACADEMY PTO, founded in 2003, is a small nonprofit in the Education sector that reported $424K in total revenue in fiscal year 2023. The organization ran a surplus of $89K, a strong 21% operating margin.

Mission

THE PURPOSE OF HORN ACADEMY PTO IS TO SUPPORT AND ENHANCE THE EDUCATIONAL EXPERIENCE AT HORN ACADEMY BY FUNDRAISING AND ORGANIZING SCHOOL AND FAMILY ACTIVITIES AND TO STRENGTHEN THE RELATIONSHIP BETWEEN HOME AND SCHOOL AND ENCOURAGING THE COMMUNICATIONS AND GOOD RELATIONSHIPS AMONG PARENTS, TEACHERS, ADMINISTRATION, AND THE COMMUNITY.

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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 $119,327

Program Service Revenue $89,760

Investment Income $9,419

Other Revenue $205,365

TOTAL REVENUE $423,871

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $294,603

Other Expenses $334,984

TOTAL EXPENSES $334,984

Year-over-Year Comparison

	2023	2022	Change
Revenue	$423,871	$425,637	0.0%
Expenses	$334,984	$526,030	-0.4%
Net Income	$88,887	$-100,393	-1.9%

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

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
STACY KEOTSIER	COMMUNITY RELATIONS	1.00	Officer Director	$0	$0	$0
MAYRA MARSHALL	COMMUNITY FUNDRAISING	1.00	Officer Director	$0	$0	$0
TRICIA ONUFER	PRESIDENT	4.00	Officer Director	$0	$0	$0
ELIZABETH RICH	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LAUREN SANCTON	2ND VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
COURTNEY VARNER	3RD VICE PRESIDENT	1.50	Officer Director	$0	$0	$0
MEGHAN LUTSCGH	4TH VICE PRESIDENT	1.50	Officer Director	$0	$0	$0
LISA MCCARTHY	TREASURER	4.00	Officer Director	$0	$0	$0
AMY ROBERTS	TREASUER ELECT	4.00	Officer Director	$0	$0	$0
BRITTANY KRUGER	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNY DAGLEY	PARLIMENTARIAN	1.00	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
2025	No data	No data	No data	No data
2024	$423,871	$334,984	$499,500	$88,887
2023	$425,637	$526,030	$406,212	$-100,393
2022	$372,054	$285,855	$506,605	$86,199
2021	$234,648	$296,925	$420,406	$-62,277
2020	$303,490	$323,861	$478,075	$-20,371
2019	$519,483	$354,003	$498,446	$165,480
2018	$370,267	$292,122	$332,966	$78,145

HORN ACADEMY PTO