Rooftop Elementary PTA (EIN 237349936) - 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

1973

Legal Domicile

Principal Officer

Stacy Sanders Young

Phone

4156955691

Tax Period

2024-07-01 to 2025-06-30

Rooftop Elementary PTA, founded in 1973, is a small nonprofit that reported $430K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $375K left a modest 13% surplus.

Mission

The organization's mission is to positively impact the lives of all children and their families by representing the members through empowerment and support with skills in advocacy, leadership, and communication.

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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 $128,595

Program Service Revenue $0

Investment Income $48

Other Revenue $301,283

TOTAL REVENUE $429,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $361,398

Other Expenses $374,517

TOTAL EXPENSES $374,517

Year-over-Year Comparison

	2024	2023	Change
Revenue	$429,926	$368,265	+0.2%
Expenses	$374,517	$345,376	+0.1%
Net Income	$55,409	$22,889	+1.4%

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

100

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
Lexi Bautista	Secretary	1.00	Officer Director	$0	$0	$0
Aaron Weis	Tchr Rep-Mayeda	1.00	Director	$0	$0	$0
Marcy Mc Cullaugh	Parliamentarian	1.00	Officer Director	$0	$0	$0
Courtney Armstrong	President	10.00	Officer Director	$0	$0	$0
Alicia Pollak	VP Twin Peaks	1.00	Officer Director	$0	$0	$0
Cate Starr	Membr/Outreach	1.00	Director	$0	$0	$0
Eisa Gray	Tchr Rep-TPeaks	1.00	Director	$0	$0	$0
Karyn Vratimos	Comm Co-Chr	1.00	Director	$0	$0	$0
Stacy Sanders Young	Treasurer	5.00	Officer Director	$0	$0	$0
Emily Sullivan	F/R Co-Chair	4.00	Director	$0	$0	$0
Valerie Deike	Auditor	1.00	Officer Director	$0	$0	$0
Kim Nguyen-Ehrenreich	Comm Co-Chr	1.00	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
2025	$429,926	$374,517	$751,640	$55,409
2024	$368,265	$345,376	$696,231	$22,889
2023	$336,953	$214,160	$670,586	$122,793
2022	$253,550	$180,128	$559,677	$73,422
2021	$238,270	$240,798	$466,320	$-2,528
2020	$357,767	$341,792	$473,833	$15,975
2019	$342,993	$414,627	$457,858	$-71,634
2018	$403,235	$251,429	$530,157	$151,806

Rooftop Elementary PTA