BILL ROBERTS PARENT TEACHER ASSOCIATION (EIN 208747940) - 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

Principal Officer

KATIE WIKTOR

Phone

7204242640

Tax Period

2024-07-01 to 2025-06-30

BILL ROBERTS PARENT TEACHER ASSOCIATION, founded in 2007, is a small nonprofit that reported $242K in total revenue in fiscal year 2024. Expenses of $233K left a modest 4% surplus.

Mission

TO PROVIDE SUPPORT TO BILL ROBERTS SCHOOL TEACHERS, ADMINISTRATION, AND STAFF THROUGH VOLUNTEER PROGRAMS AND TO PROVIDE FINANCIAL SUPPORT TO THE SCHOOL PROGRAMS, INCLUDING GRANTS TO FUND THE SCHOOL BUDGET TO HIRE ADDITIONAL TEACHERS AND STAFF.

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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 $31,823

Program Service Revenue $0

Investment Income $3,819

Other Revenue $206,166

TOTAL REVENUE $241,808

Expense Breakdown

Grants Paid $196,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $233,069

Other Expenses $36,569

TOTAL EXPENSES $233,069

Year-over-Year Comparison

	2024	2023	Change
Revenue	$241,808	$231,454	+0.0%
Expenses	$233,069	$257,271	-0.1%
Net Income	$8,739	$-25,817	-1.3%

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

107

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
LESLIE HALL	PRESIDENT	20.00	Officer	$0	$0	$0
KATIE WIKTOR	VICE PRESIDE	15.00	Officer	$0	$0	$0
BEN MARWITZ	TREASURER	10.00	Officer	$0	$0	$0
CYNDE HENNEGAN	SECRETARY	15.00	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	$241,808	$233,069	$221,792	$8,739
2024	$231,454	$257,271	$213,053	$-25,817
2023	$225,908	$244,120	$238,870	$-18,212
2022	$208,778	$208,847	$257,082	$-69
2021	$192,022	$240,037	$257,151	$-48,015
2020	$234,882	$178,192	$305,166	$56,690
2019	$245,111	$206,816	$248,476	$38,295

BILL ROBERTS PARENT TEACHER ASSOCIATION