FOREST HILLS ELEMENTARY SCHOOL 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

1996

Legal Domicile

Tax Period

2023-08-01 to 2024-07-31

FOREST HILLS ELEMENTARY SCHOOL PTO, founded in 1996, is a small nonprofit in the Education sector that reported $146K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $140K left a modest 4% surplus.

Mission

PROVIDE SUPPORT TO STUDENTS AND STAFF OF FOREST HILLS ELEMENTARY SCHOOL

Program Service Accomplishments

Program 1

Expenses: $54,986

ALL OTHER PROGRAMS, INCLUDING SCHOOL PICNIC, CARNIVAL, MOVING NIGHT, 5TH GRADE CELEBRATION, YEARBOOKS AND OTHER PROGRAMS.

Program 2

Expenses: $35,737

CURRICULUM ENRICHMENT BENEFITING ALL STUDENTS. VARIOUS ENRICHMENT PROGRAMS FROM GENERAL CURRICULUM, ART LIT, SCIENCE, BOOK FAIR AND MUSIC.

Program 3

Expenses: $31,598

SCHOOL WIDE ASSISTANCE, INCLUDING PLAYGROUND UPKEEP AND IMPROVEMENTS, STAFF APPRECIATION, SCHOOL DIRECTORY AND STAFF APPRECIATION 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 $2,500

Program Service Revenue $5,197

Investment Income $4

Other Revenue $138,194

TOTAL REVENUE $145,895

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,456

Other Expenses $140,317

TOTAL EXPENSES $140,317

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,895	$111,181	+0.3%
Expenses	$140,317	$176,250	-0.2%
Net Income	$5,578	$-65,069	-1.1%

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
KATHRYN KUNTZ	BOARD MEMBER	2.00	Director	$0	$0	$0
IRIS RINGER	BOARD MEMBER	2.00	Director	$0	$0	$0
TRACI WILSON	SECRETARY	3.00	Officer	$0	$0	$0
KRISTEN BATES	CO SECRETARY	3.00	Officer	$0	$0	$0
SHAUN SWENSON	VICE PRESIDENT	3.00	Officer	$0	$0	$0
GRETCHEN MCCLAUGHRY	PRESIDENT	3.00	Officer	$0	$0	$0
SIDNEY VILLANUEVA	COMPLIANCE TREASURER	3.00	Officer	$0	$0	$0
BRIANNA OGORMAN	OPERATIONS TREASURER	3.00	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	$145,895	$140,317	$193,294	$5,578
2022	$260,226	$88,290	$293,229	$171,936
2018	$146,608	$106,135	$204,705	$40,473