ROSE TREE ELEMENTARY PARENT TEACHER

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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

Principal Officer

EMILY ZINNER

Tax Period

2023-08-01 to 2024-07-31

ROSE TREE ELEMENTARY PARENT TEACHER is a micro nonprofit in the Community Improvement sector that reported $65K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $75K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO ENRICH EDUCATION EXPERIENCE FOR ROSE TREE ELEMENTARY SCHOOL STUDENTS

Program Service Accomplishments

Program 1

Expenses: $73,513 Revenue: $27,464

ROSE TREE ELEMENTARY PTG PROVIDES FUNDING FOR STUDENT ENRICHMENT. THE LARGEST PROJECT WAS THE PURCHASE OF ART KITS FOR THE STUDENTS. ART SUPPLIES COULD NOT BE SHARED DUE TO THE CLEANING REQUIREMENTS BROUGH ABOUT BY THE COVID-19 PANDEMIC. THE PTG PURCHASED AN ART KIT FOR EACH STUDENT TO PARTICIPATE IN ART CLASS.

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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 $37,462

Program Service Revenue $27,464

Investment Income $0

Other Revenue $0

TOTAL REVENUE $64,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,513

Other Expenses $75,393

TOTAL EXPENSES $75,393

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,926	$50,827	+0.3%
Expenses	$75,393	$47,151	+0.6%
Net Income	$-10,467	$3,676	-3.8%

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

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
PHAEDRA DOUKAKIS-LESLIE	PAB/SAB REP.	N/A	Officer	$0	$0	$0
ANDREA IACONO	SECRETARY	N/A	Officer	$0	$0	$0
LAURA SMITH-DENKER	PRESIDENT	N/A	Officer	$0	$0	$0
LISA STALLINGS	VICE PRESIDE	N/A	Officer	$0	$0	$0
EMILY ZINNER	TREASURER	N/A	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
2024	$64,926	$75,393	$18,054	$-10,467
2023	$50,827	$47,151	$28,521	$3,676
2021	$23,053	$20,396	$20,425	$2,657
2020	$42,536	$41,324	$17,760	$1,212
2019	$68,394	$61,988	$16,548	$6,406