Rosedell Elementary 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

1943

Legal Domicile

Principal Officer

Michelle Wagner

Tax Period

2023-07-01 to 2024-06-30

Rosedell Elementary PTA, founded in 1943, is a micro nonprofit that reported $66K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $59K left a modest 12% surplus.

Mission

Child advocacy, focusing on health & education

Program Service Accomplishments

Program 1

Expenses: $25,309

Hospitality, Teacher Appreciation, & Gifts to School: Program focuses on developing good communication between students, parents, and teachers through social functions and classroom support. Also...

Hospitality, Teacher Appreciation, & Gifts to School: Program focuses on developing good communication between students, parents, and teachers through social functions and classroom support. Also includes gifts to the school and classrooms for investments in technology equipment and school grounds modernization.

Program 2

Expenses: $21,298

Assemblies, Enrichment & Field Trips: Program assists school in further educating students in arts, music, science, and speech, with programs operating during school and after school.

Program 3

Expenses: $9,841

Student Activities: Program funds and supports student social activites, such as 6th grade events & activities, movie nights, talent shows, and kindergarten social events. This program also funds and...

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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 $92,309

Program Service Revenue $0

Investment Income $0

Other Revenue $-25,830

TOTAL REVENUE $66,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,448

Other Expenses $58,832

TOTAL EXPENSES $58,832

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,479	$48,540	+0.4%
Expenses	$58,832	$61,662	0.0%
Net Income	$7,647	$-13,122	-1.6%

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
Stephanie Rollofson	Treasurer	4.00	Officer	$0	$0	$0
Sabrina Heninger	3rd VP of Programs	2.00	Officer	$0	$0	$0
Renee McKellar	Historian	2.00	Officer	$0	$0	$0
Tracee Miller	Financial Reviewer	4.00	Officer	$0	$0	$0
Emily Moniz	2nd VP of Membership	2.00	Officer	$0	$0	$0
Rachel Villanueva	Secretary	4.00	Officer	$0	$0	$0
Michelle Wagner	President	4.00	Officer	$0	$0	$0
Adrenne Carroll	1st VP of Fundraising	2.00	Officer	$0	$0	$0
Janette Wright	Executive Vice President	4.00	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
2024	$66,479	$58,832	$66,803	$7,647
2023	$48,540	$61,662	$60,023	$-13,122
2022	$49,415	$44,728	$73,145	$4,687
2021	$1,645	$13,328	$67,706	$-11,683
2020	$83,309	$33,969	$79,389	$49,340
2019	$102,755	$129,515	$29,687	$-26,760