ROOSEVELT SCHOOL PTO (EIN 223667281) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

ROOSEVELT SCHOOL PTO, founded in 2005, is a small nonprofit in the Education sector that reported $103K in total revenue in fiscal year 2022. Expenses of $93K left a modest 9% surplus.

Mission

THIS IS A PARENT TEACHER ORGANIZATION WHICH PROVIDES VOLUNTARY SERVICES AND PROGRAMS FOR THE BENEFIT OF THE SCHOOL CHILDREN

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $2,305

Program Service Revenue $100,421

Investment Income $0

Other Revenue $0

TOTAL REVENUE $102,726

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $93,073

Other Expenses $93,073

TOTAL EXPENSES $93,073

Year-over-Year Comparison

	2022	2021	Change
Revenue	$102,726	$95,613	+0.1%
Expenses	$93,073	$68,233	+0.4%
Net Income	$9,653	$27,380	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

184

Independent Members

N/A

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	Role	Reportable Comp	Other Comp	Total
JESSICA PICHARDO	TREASURER	Officer	$0	$0	$0
MELISSA INCANDELA	SECETARY	Officer	$0	$0	$0
AMANDA LUPINO	SECOND VICE PRESIDENT	Officer	$0	$0	$0
TONI-ANN RAJ	PRESIDENT	Officer	$0	$0	$0
SAMANTHA RICART	FIRST VICE PRESIDENT	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
2023	$102,726	$93,073	$69,043	$9,653
2022	$95,613	$68,233	$59,390	$27,380
2021	$67,965	$64,270	$32,010	$3,695
2020	$112,122	$99,471	$28,315	$12,651

ROOSEVELT SCHOOL PTO