RIVER TRAIL ELEMENTARY PARENT TEACH ER ORGANIZATION (EIN 852085998) - 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

2020

Legal Domicile

Principal Officer

CHRISTINE NEWLAND

Phone

8152369006

Tax Period

2023-07-01 to 2024-06-30

RIVER TRAIL ELEMENTARY PARENT TEACH ER ORGANIZATION, founded in 2020, is a small nonprofit in the Education sector that reported $180K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 15% operating margin.

Mission

THE PTO HAS BEEN FORMED TO PROMOTE THE GENERAL WELFARE OF ALL THE CHILDREN WHO ARE STUDENTS ATTENDING RIVER TRAIL ELEMENTARY SCHOOL, TO PROVIDE ASSISTANCE TO THE FACULTY AND STAFF IN FACILITATING AN EXCELLENT EDUCATIONAL ENVIRONMENT, AND TO FOSTER COOPERATION AND UNDERSTANDING BETWEEN PARENTS AND/OR LEGAL GUARDIANS, FACULTY, STUDENTS, AND THE COMMUNITY. TO ACHIEVE THIS END, THE PTO SHALL ENDEAVOR TO OPERATE IN CONNECTION WITH AND PROVIDE VOLUNTEER MATERIALS, EQUIPMENT, AND SERVICES AS NEEDED THROUGH FUNDRAISING EFFORTS AND COMMUNITY CONTRIBUTIONS.

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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 $0

Program Service Revenue $67,028

Investment Income $89

Other Revenue $112,677

TOTAL REVENUE $179,794

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $30,420

Program Expenses $119,600

Other Expenses $122,297

TOTAL EXPENSES $152,717

Year-over-Year Comparison

	2023	2022	Change
Revenue	$179,794	$132,217	+0.4%
Expenses	$152,717	$140,245	+0.1%
Net Income	$27,077	$-8,028	-4.4%

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

N/A

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
JESSICA FLOYD	SECRETARY	5.00	Officer	$0	$0	$0
ANDREA MORTON	CO-TREASURER	5.00	Officer	$0	$0	$0
CHRISTINE NEWLAND	PRESIDENT	5.00	Officer	$0	$0	$0
HEATHER WITTCOP	CO-TREASURER	5.00	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	No data	No data	No data	No data
2024	$179,794	$152,717	$50,856	$27,077

RIVER TRAIL ELEMENTARY PARENT TEACH ER ORGANIZATION