Riverside School PTA (EIN 061097792) - 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

1933

Legal Domicile

Principal Officer

Virginia Lockhart

Phone

9172702571

Tax Period

2024-07-01 to 2025-06-30

Riverside School PTA, founded in 1933, is a small nonprofit that reported $271K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

To provide funds to be used on programs, equipment and supplies for the benefit of the students to supplement and enrich the existing school curriculum.

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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 (2024)

Revenue Breakdown

Contributions & Grants $85,543

Program Service Revenue $88,320

Investment Income $10,145

Other Revenue $87,200

TOTAL REVENUE $271,208

Expense Breakdown

Grants Paid $5,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $266,278

Other Expenses $268,648

TOTAL EXPENSES $274,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$271,208	$315,573	-0.1%
Expenses	$274,498	$255,001	+0.1%
Net Income	$-3,290	$60,572	-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

303

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
Betsy McIntrye	Co-President	025.00	Officer	$0	$0	$0
Virginia Lockhart	Co-President	025.00	Officer	$0	$0	$0
Katherine Burton-Morgan	VP Treasury	015.00	Officer	$0	$0	$0
Lindsey Cooper	VP Fundraising	015.00	Officer	$0	$0	$0
Hollen Spatz Hellman	VP Class Parents Teacher Initiatives	012.00	Officer	$0	$0	$0
Jaclyn Glazer	VP Community	010.00	Officer	$0	$0	$0
Luisa Lander	VP Enrichment/Education	012.00	Officer	$0	$0	$0
Jocelyn Michels	VP Family/District Liaison	010.00	Officer	$0	$0	$0
Jamie Walker	VP Communications Technology	015.00	Officer	$0	$0	$0
Jackie Dowling	VP Health and Wellness	010.00	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	$271,208	$274,498	$340,255	$-3,290
2024	$315,573	$255,001	$343,289	$60,572
2023	$266,611	$259,807	$284,118	$6,804
2022	$263,816	$222,905	$275,835	$40,911
2021	$125,077	$113,455	$234,909	$11,622
2020	$195,580	$165,335	$223,285	$30,245
2019	$237,127	$196,611	$193,040	$40,516

Riverside School PTA