RUSH CREEK ELEMENTARY PTO (EIN 411722725) - 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

1995

Legal Domicile

Principal Officer

LINDSEY SHEVELAND

Phone

7634944549

Tax Period

2024-08-01 to 2025-07-31

RUSH CREEK ELEMENTARY PTO, founded in 1995, is a micro nonprofit that reported $73K in total revenue in fiscal year 2024. The organization ran a surplus of $16K, a strong 22% operating margin.

Mission

RAISE FUNDS TO ENHANCE EDUCATION

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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 $2,493

Program Service Revenue $0

Investment Income $1,979

Other Revenue $68,180

TOTAL REVENUE $72,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,179

Other Expenses $56,593

TOTAL EXPENSES $56,593

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,652	$69,467	+0.0%
Expenses	$56,593	$74,132	-0.2%
Net Income	$16,059	$-4,665	-4.4%

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

N/A

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
LINDSEY SVAC	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANN MARIE HETLAND	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TRACI TIFFANY	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDSEY SHEVELAND	TREASURER	1.00	Officer 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	$72,652	$56,593	$115,525	$16,059
2024	$69,467	$74,132	$99,466	$-4,665
2023	$69,762	$76,130	$104,131	$-6,368
2022	$76,056	$57,763	$110,499	$18,293
2021	$45,546	$11,745	$92,205	$33,801
2020	$100,078	$84,052	$58,404	$16,026
2019	$101,538	$90,046	$42,378	$11,492
2018	$97,266	$131,337	$30,886	$-34,071

RUSH CREEK ELEMENTARY PTO