HARVEST RIDGE PLACER ACADEMY PTO (EIN 463198113) - 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

2013

Legal Domicile

Principal Officer

GAYLE OLMSTEAD

Phone

9162591688

Tax Period

2018-07-01 to 2019-06-30

HARVEST RIDGE PLACER ACADEMY PTO, founded in 2013, is a small nonprofit in the Education sector that reported $154K in total revenue in fiscal year 2018. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $25K, a strong 16% operating margin.

Mission

TO PROVIDE FUNDING TO ENRICH STUDENTS' 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 (2018)

Revenue Breakdown

Contributions & Grants $75,380

Program Service Revenue $0

Investment Income $0

Other Revenue $78,529

TOTAL REVENUE $153,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,648

Other Expenses $129,289

TOTAL EXPENSES $129,289

Year-over-Year Comparison

	2018	2017	Change
Revenue	$153,909	$167,699	-0.1%
Expenses	$129,289	$176,241	-0.3%
Net Income	$24,620	$-8,542	-3.9%

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

Employees

N/A

Volunteers

125

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
GAYLE OLMSTEAD	PRESIDENT	5.00	Officer	$0	$0	$0
MICHELLE LEINKE	VICE PRESIDENT	2.00	Officer	$0	$0	$0
ALI HURST	VICE PRESIDENT	2.00	Officer	$0	$0	$0
HEIDI HOLMES	SECRETARY	2.00	Officer	$0	$0	$0
JENNIFER DUERR	TREASURER	5.00	Officer	$0	$0	$0
JULIE MALBERG	COMMUNITY OUTREACH	4.00	Officer	$0	$0	$0
CASSIDY WEENSHEIMER	COMMUNITY OUTREACH	4.00	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
2019	$153,909	$129,289	$116,497	$24,620
2018	$167,699	$176,241	$91,877	$-8,542

HARVEST RIDGE PLACER ACADEMY PTO