HINES ELEMENTARY PTO (EIN 923010426) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

HOLLY APPELL

Phone

9182613113

Tax Period

2023-01-01 to 2023-12-31

HINES ELEMENTARY PTO, founded in 2023, is a small nonprofit in the Education sector that reported $320K in total revenue in fiscal year 2023. The organization ran a surplus of $118K, a strong 37% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO ENRICH THE EDUCATIONA DN SOCIAL EXPERIENCES OF THE STUDENTS AND STAFF OF HINES ELEMENTARY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $96,586

Program Service Revenue $186,717

Investment Income $0

Other Revenue $36,346

TOTAL REVENUE $319,649

Expense Breakdown

Grants Paid $48,542

Salaries & Benefits $0

Fundraising Expenses $63,947

Program Expenses $128,862

Other Expenses $107,615

TOTAL EXPENSES $202,028

Year-over-Year Comparison

	2023	2022	Change
Revenue	$319,649	N/A	N/A
Expenses	$202,028	N/A	N/A
Net Income	$117,621	N/A	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
REBECCA ANDERSON	SECRETARY	5.00	Officer	$0	$0	$0
HOLLY APPELL	PRESIDENT	5.00	Officer	$0	$0	$0
JEN COLERICK	TREASURER	5.00	Officer	$0	$0	$0
BETHANY HARLOW	VP SERVICES	5.00	Officer	$0	$0	$0
SARAH KENYON	PARLIAMENTAR	5.00	Officer	$0	$0	$0
KATIE KNOUS	VP FUNDRAISI	5.00	Officer	$0	$0	$0
APRIL MONCRIEFF	COMMUNICATIO	5.00	Officer	$0	$0	$0
COURTNEY MORRILL	MEMBERSHIP S	5.00	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	No data	No data	No data	No data
2023	$319,649	$202,028	$117,621	$117,621

HINES ELEMENTARY PTO