ROSS BALDWIN ELEMENTARY PTA (EIN 800588914) - 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

2009

Legal Domicile

Principal Officer

BO DUPAR

Phone

5128418900

Tax Period

2024-07-01 to 2025-06-30

ROSS BALDWIN ELEMENTARY PTA, founded in 2009, is a micro nonprofit that reported $39K in total revenue in fiscal year 2024. Expenses of $45K exceeded revenue, resulting in a 17% operating deficit.

Mission

PROVIDE MONETARY SUPPORT FOR SCHOOL PROGRAMS INCLUDING BUT NOT LIMITED TO: GRADUATIONS, FIELD TRIPS, SCIENCE FAIRS, COMMUNITY EVENTS, MATH PROGRAMS, READING PROGRAMS, OUTDOOR CLASSROOMS, LIBRARY MATERIALS, INTERNET SAFETY AND HOLIDAY CELEBRATIONS.

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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 $22,646

Program Service Revenue $0

Investment Income $0

Other Revenue $16,233

TOTAL REVENUE $38,879

Expense Breakdown

Grants Paid $35,692

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,332

Other Expenses $9,640

TOTAL EXPENSES $45,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,879	$36,966	+0.1%
Expenses	$45,332	$38,477	+0.2%
Net Income	$-6,453	$-1,511	+3.3%

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

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
LORI MARTINEZ	SECRETARY	10.00	Officer	$0	$0	$0
KRISTEN HUDGENS	VICE PRESIDENT FUNDRAISING	10.00	Officer	$0	$0	$0
AUTUMN KIPPES	PRESIDENT	15.00	Officer	$0	$0	$0
JESSICA ROOP	VICE PRESIDENT MEMBERSHIP	10.00	Officer	$0	$0	$0
BETH WARD	VICE PRESIDENT OF PROGRAMS	10.00	Officer	$0	$0	$0
BO DUPAR	TREASURER	10.00	Officer	$0	$0	$0
WALIYA LARI	PARLIAMENTARIAN	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	$38,879	$45,332	$46,169	$-6,453
2024	$36,966	$38,477	$52,608	$-1,511
2023	$43,971	$59,040	$54,091	$-15,069
2022	$36,923	$35,152	$69,160	$1,771
2021	$4,553	$35,042	$67,399	$-30,489
2020	$49,787	$35,063	$97,946	$14,724
2019	$56,557	$29,703	$83,232	$26,854

ROSS BALDWIN ELEMENTARY PTA