THE JEREMY RANCH ELEMENTARY PARENT TEACHER ORGANIZATION (EIN 870534846) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Principal Officer

ANNA WILDMAN

Phone

8017067581

Tax Period

2024-07-01 to 2025-06-30

THE JEREMY RANCH ELEMENTARY PARENT TEACHER ORGANIZATION is a small nonprofit in the Education sector that reported $104K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $96K left a modest 7% surplus.

Mission

ELEMENTARY SCHOOL PTO

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $48,584

Program Service Revenue $17,255

Investment Income $5

Other Revenue $37,761

TOTAL REVENUE $103,605

Expense Breakdown

Grants Paid $11,987

Salaries & Benefits $0

Fundraising Expenses $2,460

Program Expenses $82,501

Other Expenses $84,485

TOTAL EXPENSES $96,472

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,605	$132,660	-0.2%
Expenses	$96,472	$111,828	-0.1%
Net Income	$7,133	$20,832	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ANNA WILDMAN	PRESIDENT	2.00	Officer	$0	$0	$0
AMANDA GEPHART	VICE PRESIDE	2.00	Officer	$0	$0	$0
JAMIE SCHWARZENBACH	TREASURER	2.00	Officer	$0	$0	$0
CHRISTINA KIM	OFFICER	2.00	Officer	$0	$0	$0
EMILY WOJCZAK	OFFICER	2.00	Officer	$0	$0	$0
BRITTANY BAILEY COOPER	OFFICER	2.00	Officer	$0	$0	$0
BRITTA TREPP	OFFICER	2.00	Officer	$0	$0	$0
BLAIRE ISLEIB	OFFICER	2.00	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	$103,605	$96,472	$127,389	$7,133
2024	$115,018	$142,596	$82,603	$-27,578
2024	$132,660	$111,828	$116,108	$20,832
2023	$107,617	$115,755	$109,788	$-8,138
2022	$62,540	$37,015	$117,632	$25,525
2021	$13,649	$14,590	$79,744	$-941
2020	$51,988	$64,215	$81,301	$-12,227
2019	$42,570	$34,505	$90,914	$8,065

THE JEREMY RANCH ELEMENTARY PARENT TEACHER ORGANIZATION