RIVERTREE SCHOOL (EIN 262633599) - 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

2008

Legal Domicile

Principal Officer

RODNEY NELSON

Phone

7637178609

Tax Period

2023-07-01 to 2024-06-30

RIVERTREE SCHOOL, founded in 2008, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $2.2M left a modest 5% surplus.

Mission

TO PROVIDE AN EDUCATION FOR STUDENTS IN KINDERGARTEN THROUGH TWELFTH GRADE.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $958,441

Program Service Revenue $1,372,939

Investment Income $14

Other Revenue $0

TOTAL REVENUE $2,331,394

Expense Breakdown

Grants Paid $193,240

Salaries & Benefits $1,062,792

Fundraising Expenses $0

Program Expenses $1,755,526

Other Expenses $954,742

TOTAL EXPENSES $2,210,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,331,394	$1,708,229	+0.4%
Expenses	$2,210,774	$1,783,753	+0.2%
Net Income	$120,620	$-75,524	-2.6%

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

Independent Members

Employees

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

$99,500

Total Directors

$130,340

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODNEY NELSON	DIRECTOR, PRESIDENT	40.00	Officer Director	$99,500	$0	$99,500
MARYBETH NELSON	DIRECTOR	20.00	Director	$30,840	$0	$30,840
BEN DITZER	DIRECTOR, TREASURER	1.00	Officer Director	$0	$0	$0
KELLY HANSEN	DIRECTOR, SECRETARY	1.00	Officer Director	$0	$0	$0
RUSS YORK	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN TENNISON	DIRECTOR	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	No data	No data	No data	No data
2024	$2,331,394	$2,210,774	$636,074	$120,620
2023	$1,708,229	$1,783,753	$492,821	$-75,524
2022	$1,442,539	$1,644,270	$490,719	$-201,731
2021	$1,755,486	$1,420,080	$621,318	$335,406
2020	$1,416,774	$1,410,186	$801,384	$6,588
2019	$1,342,825	$1,326,062	$440,502	$16,763
2018	$1,116,947	$1,132,373	$252,863	$-15,426

RIVERTREE SCHOOL