ROOSEVELT ELEMENTARY SCHOOL BOOSTER CLUB (EIN 954403109) - 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

1992

Legal Domicile

Phone

3109631834

Tax Period

2024-07-01 to 2025-06-30

ROOSEVELT ELEMENTARY SCHOOL BOOSTER CLUB, founded in 1992, is a micro nonprofit in the Education sector that reported $93K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Net assets of $359K represent 46 months of operating reserves.

Mission

REMITTANCE OF FUNDS COLLECTED AS NEEDED BY PTA. THE BOOSTER CLUB WAS FORMED TO RAISE FUNDS FOR THE ROOSEVELT ELEMENTARY SCHOOL PTA TO USE IN FINANCING CLASSROOM AIDES, FIELD TRIPS, ASSEMBLIES, COPING, ETC.

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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 $65,647

Program Service Revenue $0

Investment Income $1,192

Other Revenue $26,206

TOTAL REVENUE $93,045

Expense Breakdown

Grants Paid $64,455

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,023

Other Expenses $30,632

TOTAL EXPENSES $95,087

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,045	$100,107	-0.1%
Expenses	$95,087	$163,110	-0.4%
Net Income	$-2,042	$-63,003	-1.0%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN ROGERS	President	0.00	Officer	$0	$0	$0
PENIA WONG	Treasurer	0.00	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	$93,045	$95,087	$358,953	$-2,042
2024	$100,107	$163,110	$360,995	$-63,003
2023	$101,246	$34,664	$474,004	$66,582
2022	$87,801	$14,078	$407,422	$73,723
2021	$51,209	$51,256	$333,699	$-47
2020	$117,342	$98,726	$333,746	$18,616
2019	$113,546	$127,578	$315,130	$-14,032

ROOSEVELT ELEMENTARY SCHOOL BOOSTER CLUB