Morris Brandon Elementary School PTO Inc (EIN 932770418) - 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

2023

Legal Domicile

Principal Officer

Brittany Goepp

Phone

4043502153

Tax Period

2023-08-09 to 2024-06-30

Morris Brandon Elementary School PTO Inc, founded in 2023, is a small nonprofit in the Education sector that reported $193K in total revenue in fiscal year 2023. The organization ran a surplus of $46K, a strong 24% operating margin.

Mission

To provide enrichment programs for Morris Brandon Elementary School.

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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 $65,049

Program Service Revenue $81,108

Investment Income $0

Other Revenue $47,236

TOTAL REVENUE $193,393

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,749

Other Expenses $132,283

TOTAL EXPENSES $147,283

Year-over-Year Comparison

	2023	2022	Change
Revenue	$193,393	N/A	N/A
Expenses	$147,283	N/A	N/A
Net Income	$46,110	N/A	N/A

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
Brittany Goepp	PTO Co-President	006.25	Officer Director	$0	$0	$0
Lindsey Porte	PTO Co-President	006.25	Officer Director	$0	$0	$0
Evan Carters	Treasurer	006.50	Officer Director	$0	$0	$0
Joanna Clauss	Treasurer Elect	004.00	Officer Director	$0	$0	$0
Lane Kurban	Secretary	002.50	Officer Director	$0	$0	$0
Karen Bain	Parliamentarian	003.00	Director	$0	$0	$0
Margaret Bond	Parliamentarian	003.00	Director	$0	$0	$0
Drew Bolton	VP Communications	005.50	Director	$0	$0	$0
Shannon Konn	VP Events	005.50	Director	$0	$0	$0
Octavia Toliver	VP Fundraising	007.75	Director	$0	$0	$0
Dana Giacone	PTO Co President, Elect	002.50	Director	$0	$0	$0
Ashlee Portis	PTO Co President, Elect	002.50	Director	$0	$0	$0
Jessica James	VP Communications, Elect	002.50	Director	$0	$0	$0
Emily Bacon	VP Events, Elect	002.50	Director	$0	$0	$0
Anna Logue	VP Fundraising, Elect	002.50	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	$193,393	$147,283	$46,110	$46,110

Morris Brandon Elementary School PTO Inc