ROOSEVELT PTA - SANTA MONICA INC

EIN: 956207250 501(c)(3)

SANTA MONICA, CA

Total Revenue
$191,181
Total Expenses
$142,724
Total Assets
$89,578
Net Assets
$89,578
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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

Legal Domicile
CA
Phone
3103950941
Tax Period
2023-07-01 to 2024-06-30

ROOSEVELT PTA - SANTA MONICA INC is a small nonprofit that reported $191K in total revenue in fiscal year 2023. Revenue surged 192% from the prior year, signaling strong growth momentum. The organization ran a surplus of $48K, a strong 25% operating margin.

Mission

GENERALLY, ALL ACTIVITIES HAVE EITHER A DIRECT OR INDIRECT EDUCATIONAL PURPOSE IN ADDITION TO FOSTERING INTERACTION AMONG THE SCHOOL, STUDENTS, AND PARENTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $144,649
Program Service Revenue $0
Investment Income $9
Other Revenue $46,523
TOTAL REVENUE $191,181

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $126,849
Other Expenses $142,724
TOTAL EXPENSES $142,724

Year-over-Year Comparison

2023 2022 Change
Revenue $191,181 $65,470 +1.9%
Expenses $142,724 $112,518 +0.3%
Net Income $48,457 $-47,048 -2.0%
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

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Governance

Voting Members
3
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHERINE CHANG Treasurer 0.00
Officer
$0 $0 $0
NATHANAEL BUCKLEY Secretary 0.00
Officer
$0 $0 $0
CAROLINE CUNDIFF MAYES President 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 No data No data No data No data
2024 $191,181 $142,724 $89,578 $48,457
2018 $113,021 $130,147 $25,338 $-17,126
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