ROOSEVELT SCHOOL PTO (EIN 900110738) - 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

1994

Legal Domicile

Principal Officer

GRACE FLANAGAN

Phone

2012611546

Tax Period

2024-07-01 to 2025-06-30

ROOSEVELT SCHOOL PTO, founded in 1994, is a micro nonprofit in the Education sector that reported $57K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $25K, a strong 44% operating margin.

Mission

TO BRING TOGETHER PARENTS, GUARDIANS, TEACHERS AND SCHOOL ADMINISTRATORS FOR THE PURPOSE OF WORKING COOPERATIVELY FOR THE IMPROVEMENT OF THE EDUCATIONAL, PHYSICAL AND MENTAL GROWTH OF CHILDREN IN THE ROOSEVELT SCHOOL.

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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 $56,654

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $56,654

Expense Breakdown

Grants Paid $6,970

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,210

Other Expenses $24,652

TOTAL EXPENSES $31,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,654	$68,746	-0.2%
Expenses	$31,622	$34,034	-0.1%
Net Income	$25,032	$34,712	-0.3%

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

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
KATE DAIBES	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
ARIANA HASTINGS	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
MELCER FLORES	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
GRACE FLANAGAN	TREASURER	10.00	Officer Director	$0	$0	$0
HEATHER WALKER	SECRETARY	10.00	Officer Director	$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	$56,654	$31,622	$115,872	$25,032
2024	$68,746	$34,034	$90,840	$34,712
2023	$56,972	$54,028	$56,128	$2,944

ROOSEVELT SCHOOL PTO