Fuerte PTA (EIN 956204482) - 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

1959

Legal Domicile

Principal Officer

Brad Haley

Phone

6195883134

Tax Period

2023-07-01 to 2024-06-30

Fuerte PTA, founded in 1959, is a small nonprofit that reported $230K in total revenue in fiscal year 2023. Expenses of $209K left a modest 9% surplus.

Mission

Gift to Fuerte Elementary School to promote educational and technology enrichment.

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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 $155,515

Program Service Revenue $0

Investment Income $0

Other Revenue $74,019

TOTAL REVENUE $229,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,780

Other Expenses $208,780

TOTAL EXPENSES $208,780

Year-over-Year Comparison

	2023	2022	Change
Revenue	$229,534	$217,834	+0.1%
Expenses	$208,780	$219,428	0.0%
Net Income	$20,754	$-1,594	-14.0%

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
Kristine Raistrick	President	7.00	Officer	$0	$0	$0
Courtney Isaac	Vice President	7.00	Officer	$0	$0	$0
Christine Mazalewski	Secretary	7.00	Officer	$0	$0	$0
Brad Haley	Treasurer	2.00	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	$229,534	$208,780	$126,882	$20,754
2023	$217,834	$219,428	$106,128	$-1,594

Fuerte PTA