SERENE HILLS ELEMENTARY SCHOOL PTO

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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

2009

Legal Domicile

Principal Officer

CRISTIN WOODRUFF

Phone

5125337400

Tax Period

2024-08-01 to 2025-07-31

SERENE HILLS ELEMENTARY SCHOOL PTO, founded in 2009, is a small nonprofit in the Education sector that reported $228K in total revenue in fiscal year 2024. Expenses of $269K exceeded revenue, resulting in a 18% operating deficit.

Mission

PROMOTE THE SERENE HILLS ELEMENTARY SCHOOL BY SUPPORTING THE SUPPLIES, GROUNDS AND STAFF AS NEEDED EACH YEAR THAT ARE NOT FUNDED BY THE SCHOOL DISTRICT

Program Service Accomplishments

Program 1

Expenses: $7,404 Revenue: $71,186

APEX RUN FUND HELP TO SUPPOT THE PTO GRANTS

Program 2

Expenses: $67,899 Revenue: $93,652

PARENT GALA RAISED MONEY FOR CLASSROOM NEEDS FOR MUSIC, ART, GIFTED & TALENTED, AND STEM CLASSES

Program 3

Expenses: $20,998 Revenue: $29,826

CARNIVAL PROGRAM PROVIDED FUNDS FOR 1ST THROUGH 5TH GRADE STEM CLASSROOM EXPENSES

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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 $206,269

Program Service Revenue $0

Investment Income $0

Other Revenue $21,239

TOTAL REVENUE $227,508

Expense Breakdown

Grants Paid $66,804

Salaries & Benefits $5,153

Fundraising Expenses $104,227

Program Expenses $96,301

Other Expenses $180,777

TOTAL EXPENSES $269,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$227,508	$217,981	+0.0%
Expenses	$269,446	$197,104	+0.4%
Net Income	$-41,938	$20,877	-3.0%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRISTIN WOODRUFF	PRESIDENT	10.00	Officer	$0	$0	$0
RACHEL ELLIS	VICE PRESIDENT	10.00	Officer	$0	$0	$0
LAYLA GALLAGHER	SECRETARY	10.00	Officer	$0	$0	$0
KATIE BERNDT	TREASURER	10.00	Officer	$0	$0	$0
LONI CASTALDINI	VP FUNDRAISING	10.00	Officer	$0	$0	$0
MAKIZE ZARABI	VOLUNTEER COORDINATOR	10.00	Officer	$0	$0	$0
JODIE DOVER	VP COMMUNITY FUNDRAISING	10.00	Officer	$0	$0	$0
MONICA BROWN	VP PROGRAMS	10.00	Officer	$0	$0	$0
CLAIRE WILLIAMS	VP COMMUNITY EVENTS	10.00	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	$227,508	$269,446	$46,303	$-41,938
2024	$217,981	$197,104	$87,557	$20,877
2020	$154,110	$101,173	$63,315	$52,937
2019	$204,257	$226,793	$13,025	$-22,536