HARVEST RIDGE ELEMENTARY 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

1993

Legal Domicile

Phone

3142653857

Tax Period

2022-07-01 to 2023-06-30

HARVEST RIDGE ELEMENTARY PTO, founded in 1993, is a micro nonprofit that reported $29K in total revenue in fiscal year 2022.

Mission

THE PTO ORGANIZATION PROMOTES THE WELFARE OF STUDENTS IN HOME, SCHOOL AND COMMUNITY AS WELL AS PROMOTE COMMUNICATIONS BETWEEN PARENTS AND TEACHERS. IN ADDITION, THE PTO SPONSORS FUNDRAISERS TO PROMOTE PROGRAMS AND IMPROVEMENTS AT HARVEST RIDGE ELEMENTARY.

Program Service Accomplishments

Program 1

Expenses: $28,684

SCHOOL PROGRAMS AND FUNCTIONS INCLUDING FALL TEACHER APPRECIATION LUNCHEON, SPRING TEACHER APPRECIATION LUNCHEON, FIELD DAY, SPELLING BEE, TOLERANCE PROGRAM, COUNSELOR GRANTS, GRADE LEVEL GRANTS...

SCHOOL PROGRAMS AND FUNCTIONS INCLUDING FALL TEACHER APPRECIATION LUNCHEON, SPRING TEACHER APPRECIATION LUNCHEON, FIELD DAY, SPELLING BEE, TOLERANCE PROGRAM, COUNSELOR GRANTS, GRADE LEVEL GRANTS, TECHNOLOGY GRANTS, BACK TO SCHOOL EVENT, MOVIE NIGHT, TRUNK OR TREAT, VOLUNTEER APPRECIATION, AND OTHER SCHOOL ACTIVITIES INCLUDING SCHOOL IMPROVEMENTS AND CHARITABLE DONATIONS SERVING APPROXIMATELY 650 ELEMENTARY STUDENTS AND STAFF.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,111

Program Service Revenue $0

Investment Income $0

Other Revenue $27,926

TOTAL REVENUE $29,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,684

Other Expenses $29,904

TOTAL EXPENSES $29,904

Year-over-Year Comparison

	2022	2021	Change
Revenue	$29,037	$27,266	+0.1%
Expenses	$29,904	$32,655	-0.1%
Net Income	$-867	$-5,389	-0.8%

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
RACHEL VANDERMEULEN	President	4.00	Officer	$0	$0	$0
DARCIE BRADY	Vice President	2.00	Officer	$0	$0	$0
NANCY ZOELLNER	Treasurer	2.00	Officer	$0	$0	$0
HEATHER GIESING	Secretary - COM	2.00	Officer	$0	$0	$0
LEIGH UHE	Secretary - REC	2.00	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
2023	$29,037	$29,904	$24,422	$-867
2022	$27,266	$32,655	$25,289	$-5,389
2019	$27,792	$21,844	$24,987	$5,948
2018	$22,404	$29,424	$19,039	$-7,020