STONE RANCH ELEMENTARY PTA (EIN 571208186) - 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

2004

Legal Domicile

Principal Officer

NADINE KEYES

Phone

8584878474

Tax Period

2024-07-01 to 2025-06-30

STONE RANCH ELEMENTARY PTA, founded in 2004, is a micro nonprofit that reported $97K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $125K exceeded revenue, resulting in a 29% operating deficit.

Mission

To promote the welfare of students

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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 $83,547

Program Service Revenue $13,083

Investment Income $0

Other Revenue $0

TOTAL REVENUE $96,630

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,645

Program Expenses $117,414

Other Expenses $125,135

TOTAL EXPENSES $125,135

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,630	$129,340	-0.3%
Expenses	$125,135	$137,548	-0.1%
Net Income	$-28,505	$-8,208	+2.5%

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

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
NADINE KEYS	PRESIDENT	15.00	Officer	$0	$0	$0
COURTNEY FISKE	VP MEMBERSHIP	15.00	Officer	$0	$0	$0
CHELSEA WHITE-GARCIA	HISTORIAN	15.00	Officer	$0	$0	$0
JEANNINE HILLMER	TREASURER	10.00	Officer	$0	$0	$0
ELISSA O'KEEFE	VP WAYS AND MEANS	10.00	Officer	$0	$0	$0
TARA GARRETT	EXECUTIVE VICE PRESIDET	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	$96,630	$125,135	No data	$-28,505
2024	$129,340	$137,548	$28,505	$-8,208
2023	$139,303	$141,482	$36,713	$-2,179
2022	$70,365	$59,127	$38,893	$11,238
2021	$28,831	$22,315	$27,656	$6,516
2020	$70,429	$71,287	$21,140	$-858
2019	$85,027	$87,372	$21,998	$-2,345

STONE RANCH ELEMENTARY PTA