RUMSON PTO (EIN 208569722) - 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

2007

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

RUMSON PTO, founded in 2007, is a small nonprofit in the Education sector that reported $105K in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17K, a strong 16% operating margin.

Mission

TO RAISE FUNDS TO ENHANCE THE QUALITY OF EDUCATION FOR THE STUDENTS IN THE DEANE-PORTER AND FORRESTDALE SCHOOL COMMUNITIES.

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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 $0

Program Service Revenue $0

Investment Income $1,092

Other Revenue $103,923

TOTAL REVENUE $105,015

Expense Breakdown

Grants Paid $18,094

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,873

Other Expenses $70,300

TOTAL EXPENSES $88,394

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,015	$57,848	+0.8%
Expenses	$88,394	$65,652	+0.3%
Net Income	$16,621	$-7,804	-3.1%

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
JESSICA HARTER	CORRESPONDING SECRETARY	1.00	Officer	$0	$0	$0
MELINA SOPHINOS	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
DAN VOLOSHIN	TREASURER	1.00	Officer	$0	$0	$0
VICTORIA BOWLEY	CO-PRESIDENT	1.00	Officer	$0	$0	$0
CYNDA KLIEWE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
CHRIS FRANGIONE	CO-PRESIDENT	1.00	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	$105,015	$88,394	$193,190	$16,621
2023	$57,848	$65,652	$176,569	$-7,804
2022	$185,626	$100,432	$170,269	$85,194

RUMSON PTO