SERENE HILLS ELEMENTARY SCHOOL PTO (EIN 371570199) - 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

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

MISSION IS TTO RAISE MONEY TO SUPPORT ALL THE ACTIVITES OF SERENE HILLS ELEMENTARY SCHOOL THAT ARE NOT PROVIDED BY THE SCHOOL BUDGET BY FUNDRAISING EVENTS AND COMMUNITY DONATIONS

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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

SERENE HILLS ELEMENTARY SCHOOL PTO