ROOSEVELT SCHOOL PTA (EIN 946173865) - 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

1976

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

ROOSEVELT SCHOOL PTA, founded in 1976, is a small nonprofit that reported $118K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring.

Mission

SUPPORTING EDUCATION

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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 $10,368

Program Service Revenue $107,347

Investment Income $0

Other Revenue $0

TOTAL REVENUE $117,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $60,859

Program Expenses $57,254

Other Expenses $122,799

TOTAL EXPENSES $122,799

Year-over-Year Comparison

	2023	2022	Change
Revenue	$117,715	$168,547	-0.3%
Expenses	$122,799	$105,694	+0.2%
Net Income	$-5,084	$62,853	-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

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	Role	Reportable Comp	Other Comp	Total
NATE MCNALLY	4TH VP OF HOSPITALITY STAFF C	Director	$0	$0	$0
SHANNON DILLON	3RD VP OF VOLUNTEERS	Director	$0	$0	$0
GUNNAR HISSAM	2ND VP OF MEMBERSHIP	Director	$0	$0	$0
JEN HETH	5TH VP OF FUNDRAISING	Director	$0	$0	$0
AMY LAW	CORRESPONDING SECRETARY	Director	$0	$0	$0
JARED EASTERDAY	RECORDING SECRETARY	Director	$0	$0	$0
DEEPTI SCHEIRER	6TH VP OF DIVERSITY INCLUSION	Director	$0	$0	$0
JAYME HISSAM	1ST VP OF PROGRAMS ASSEMBLIES	Director	$0	$0	$0
JESSICA RAYNOR	HISTORIAN	Director	$0	$0	$0
AMANDA LUTTON	FINANCIAL SECRETARY	Director	$0	$0	$0
ELIZABETH TRAUGOTT	PARLIAMENTARIAN	Director	$0	$0	$0
LAURA BARBOSA	AUDITOR	Director	$0	$0	$0
ELIZABETH ATKINSON	PRESIDENT	Officer Director	$0	$0	$0
MAHZAD HITE	EXECUTIVE VICE PRESIDENT	Officer Director	$0	$0	$0
BAHAR NAVAB	TREASURER	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	No data	No data	No data	No data
2024	$117,715	$122,799	$96,414	$-5,084
2023	$168,547	$105,694	$101,498	$62,853
2022	$17,916	$30,915	$38,645	$-12,999
2021	$15,727	$39,344	$49,246	$-23,617
2020	$105,837	$99,636	$72,860	$6,201
2019	$112,497	$133,834	$66,659	$-21,337
2018	$95,300	$79,761	$103,583	$15,539

ROOSEVELT SCHOOL PTA