RONALD REAGAN PTA

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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

2015

Legal Domicile

Principal Officer

KIMBERLY LEPPER

Phone

9517367737

Tax Period

2020-07-01 to 2021-06-30

RONALD REAGAN PTA, founded in 2015, is a micro nonprofit that reported $18K in total revenue in fiscal year 2020. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $20K exceeded revenue, resulting in a 11% operating deficit.

Mission

PARENTS AND TEACHERS WORKING TOGETHER TO DISCUSS MATTERS THAT AFFECT THE STUDENTS AND ORGANIZE FUN EVENTS TO RAISE MONEY FOR SCHOOL PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $8,521 Revenue: $95

THE ASSOCIATION PARTNERS WITH COMPANIES, SUCH AS A STORE OR A RESTAURANT, WHERE A PERCENTAGE OF SALES ARE GIVEN BACK TO THE SCHOOL WHEN STUDENT'S FAMILIES MAKES PURCHASES THERE.

Program 2

Expenses: $4,576

THE ASSOCIATION ARRANGES EVENTS BRINGING STUDENT'S FAMILIES TOGETHER ON SCHOOL CAMPUS TO INCREASE AWARENESS OF WHAT STUDENTS NEED TO BE SUCCESSFUL IN THEIR ACADEMICS.

Program 3

Expenses: $2,271

THE ASSOCIATION PROVIDES A SPECIAL EVENT TO RECOGNIZE THE HARD WORK PERFORMED BY THE SCHOOL STAFF.

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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 (2020)

Revenue Breakdown

Contributions & Grants $2,454

Program Service Revenue $95

Investment Income $46

Other Revenue $15,181

TOTAL REVENUE $17,776

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $14

Program Expenses $17,017

Other Expenses $19,758

TOTAL EXPENSES $19,758

Year-over-Year Comparison

	2020	2019	Change
Revenue	$17,776	$106,166	-0.8%
Expenses	$19,758	$76,451	-0.7%
Net Income	$-1,982	$29,715	-1.1%

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
KIMBERLY LEPPER	PRESIDENT	0.00	Officer	$0	$0	$0
LUCIA DIAZ	EXECUTIVE VP	N/A	Officer	$0	$0	$0
REGINA HOSKINS	VP OF MEMBER	N/A	Officer	$0	$0	$0
TONYA SMITH	VP OF PROGRA	N/A	Officer	$0	$0	$0
JEANETTE COLLEY	VP OF COMMUN	N/A	Officer	$0	$0	$0
SHANNON MITCHELL	SECRETARY	N/A	Officer	$0	$0	$0
DEBORAH WHITE HAGEDORN	TREASURER	N/A	Officer	$0	$0	$0
LORRAINE GONZALEZ	AUDITOR	N/A	Officer	$0	$0	$0
SYNDIA GONZALEA	PARLIAMENTAR	N/A	Officer	$0	$0	$0
RYAN GARCIA	ADMINISTRATO	N/A	Officer	$0	$0	$0
KATRINA SYBESMA	ADMINISTRATO	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
2021	$17,776	$19,758	$64,563	$-1,982