Lawton Elementary School PTA

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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

1986

Legal Domicile

Principal Officer

Julie Carr

Phone

3302044670

Tax Period

2020-07-01 to 2021-06-30

Lawton Elementary School PTA, founded in 1986, is a small nonprofit in the Education sector that reported $150K in total revenue in fiscal year 2020. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $169K exceeded revenue, resulting in a 13% operating deficit.

Mission

To serve and support the children of Lawton

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

Enrichment and afterschool programs for students of Lawton Elementary

Program 2

Expenses: $165,867 Revenue: $149,875

Direct School Support Includes tutors, teacher funds, playground supervision, crossing gaurd supervision, library maintenance, music program and gym /playground equiment community events

Program 3

Expenses: $0 Revenue: $0

Art Enrichment: Includes visual artists, drama program, outdoor education, visting authors and world culture programs

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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 (2020)

Revenue Breakdown

Contributions & Grants $146,850

Program Service Revenue $0

Investment Income $666

Other Revenue $2,469

TOTAL REVENUE $149,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $165,867

Other Expenses $169,133

TOTAL EXPENSES $169,133

Year-over-Year Comparison

	2020	2019	Change
Revenue	$149,985	$272,116	-0.4%
Expenses	$169,133	$295,537	-0.4%
Net Income	$-19,148	$-23,421	-0.2%

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

325

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	Reportable Comp	Other Comp	Total
Carrie Bruno	Co-President	5.00	$0	$0	$0
Deanna Tavernier	Co-President	5.00	$0	$0	$0
Cheryl Brenner	Co-Vice President	5.00	$0	$0	$0
Carolyn Pilkenton-Taylor	Co-Vice President	5.00	$0	$0	$0
Julie Carr	Treasurer	5.00	$0	$0	$0
Katie Morris	Recording Secretary	5.00	$0	$0	$0
Madison Eckendorf	Advocacy Chair	5.00	$0	$0	$0
Mersina Ruediger	Co-Fundraising Chair	5.00	$0	$0	$0
Katie Rogers	Co-Fundraising Chair	5.00	$0	$0	$0
Nicole Patel	Member at large	5.00	$0	$0	$0
Melanthia Peterman	Newsletter Communication	5.00	$0	$0	$0
Julie Shockley	Website Chair	5.00	$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
2021	$149,985	$169,133	No data	$-19,148
2020	$272,116	$295,537	No data	$-23,421
2019	$312,301	$285,387	No data	$26,914
2018	$325,320	$245,028	No data	$80,292