GILBERT PARENT TEACHER ORGANIZATION

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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

2023

Legal Domicile

Principal Officer

ANNE BJUSTROM

Phone

5152304626

Tax Period

2023-07-01 to 2024-06-30

GILBERT PARENT TEACHER ORGANIZATION, founded in 2023, is a micro nonprofit in the Education sector that reported $79K in total revenue in fiscal year 2023. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14K, a strong 17% operating margin.

Mission

THE MISSION OF GILBERT PARENT TEACHER ORGANIZATION IS TO ENRICH THE EDUCATIONAL EXPERIENCE OF STUDENTS, SUPPORT DISTRICT STAFF, AND CONNECT FAMILIES AND THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $26,527 Revenue: $8,416

AS A NON-PROFIT ORGANIZATION, 501(C)(3), THE PTO RAISES FUNDS TO HELP SUPPORT THE LOCAL SCHOOL DISTRICT'S TEACHERS IN THEIR JOBS AND TO PROVIDE ADDITIONAL MATERIALS, EQUIPMENT, AND MEALS SO THEY MAY...

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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 $72,721

Program Service Revenue $8,416

Investment Income $11

Other Revenue $-1,962

TOTAL REVENUE $79,186

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $30,436

Program Expenses $26,527

Other Expenses $34,950

TOTAL EXPENSES $65,386

Year-over-Year Comparison

	2023	2022	Change
Revenue	$79,186	$37,755	+1.1%
Expenses	$65,386	$1,381	+46.3%
Net Income	$13,800	$36,374	-0.6%

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
ANNE BJUSTROM	PRESIDENT	20.00	Officer Director	$0	$0	$0
KATHERINE KERNS	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
EMILY DANNER	SECRETARY	15.00	Officer Director	$0	$0	$0
KARI BROER	TREASURER	2.00	Officer Director	$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	$79,186	$65,386	$50,174	$13,800
2023	$37,755	$1,381	$36,374	$36,374