RIDGEVIEW ELEMENTARY PTA (EIN 330419026) - 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

2012

Legal Domicile

Tax Period

2021-07-01 to 2022-06-30

RIDGEVIEW ELEMENTARY PTA, founded in 2012, is a micro nonprofit that reported $74K in total revenue in fiscal year 2021. The organization ran a surplus of $15K, a strong 20% operating margin.

Mission

TO PROMOTE THE WELFARE OF CHILDREN IN THE HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP. TO RAISE THE STANDARDS OF HOME LIFE. TO BRING INTO CLOSER RELATIONSHIP THE HOME AND THE SCHOOL SO THAT PARENTS & TEACHERS MAY COOPERATE INTELLIGENTLY EDUCATING CHILDREN.

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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 (2021)

Revenue Breakdown

Contributions & Grants $2,704

Program Service Revenue $0

Investment Income $0

Other Revenue $71,609

TOTAL REVENUE $74,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,303

Other Expenses $59,359

TOTAL EXPENSES $59,359

Year-over-Year Comparison

	2021	2020	Change
Revenue	$74,313	N/A	N/A
Expenses	$59,359	N/A	N/A
Net Income	$14,954	N/A	N/A

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY ROBERTS	HISTORIAN	5.00	Officer	$0	$0	$0
MELISSA JORGENSEN	MEMBERSHIP	5.00	Officer	$0	$0	$0
KAITLIN HAMMER	FUNDRAISING	5.00	Officer	$0	$0	$0
JENNEY ARRINGTON	PRESIDENT	5.00	Officer	$0	$0	$0
PILAR MENDOZA	TREASURER	5.00	Officer	$0	$0	$0
DENISE LAUGHLIN	SECRETARY	5.00	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
2022	$74,313	$59,359	$18,921	$14,954
2021	$13,994	$17,823	$3,947	$-3,829
2020	$62,406	$60,922	$7,776	$1,484
2019	$103,976	$105,855	$6,292	$-1,879

RIDGEVIEW ELEMENTARY PTA