ROOSEVELT PARENT TEACHER ORGANIZAT… - Form 990 Financial Data

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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

2013

Legal Domicile

Principal Officer

Carrie Ryan

Tax Period

2023-07-01 to 2024-06-30

ROOSEVELT PARENT TEACHER ORGANIZATION, founded in 2013, is a micro nonprofit in the Education sector that reported $45K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $40K left a modest 11% surplus.

Mission

Fundraisers for students at Roosevelt Middle School. The fundraising provides funds for many programs to help students.

Program Service Accomplishments

Program 1

Expenses: $36,836

Provides education in music, instrumentals, spelling, lunches and many other programs.

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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 (2023)

Revenue Breakdown

Contributions & Grants $410

Program Service Revenue $7,918

Investment Income $267

Other Revenue $36,328

TOTAL REVENUE $44,923

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,836

Other Expenses $3,268

TOTAL EXPENSES $40,104

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,923	$58,157	-0.2%
Expenses	$40,104	$59,653	-0.3%
Net Income	$4,819	$-1,496	-4.2%

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

100

Independent Members

100

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
Lindsay McIntryre	co- president	005.00	Officer Director	$0	$0	$0
Erin Llanes	co- president	005.00	Officer Director	$0	$0	$0
Carrie Ryan	treasurer	002.00	Officer Director	$0	$0	$0
Carolyn Sherman	Treasurer	002.00	Officer Director	$0	$0	$0
Ashley Reed	Secretary	002.00	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	No data	No data	No data	No data
2024	$44,923	$40,104	$117,579	$4,819
2023	$58,157	$59,653	$112,760	$-1,496
2022	$45,692	$15,827	$114,256	$29,865
2021	$19,423	$52,605	$84,391	$-33,182
2020	$88,427	$61,775	$117,573	$26,652
2019	$111,262	$100,881	$90,921	$10,381

ROOSEVELT PARENT TEACHER ORGANIZATION