ROBINSON ELEMENTARY SCHOOL PTSA (EIN 956207677) - 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

2011

Legal Domicile

Principal Officer

KATHERINE DUNLAP

Phone

3103185120

Tax Period

2024-07-01 to 2025-06-30

ROBINSON ELEMENTARY SCHOOL PTSA, founded in 2011, is a small nonprofit that reported $274K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $253K left a modest 8% surplus.

Mission

PROMOTE THE WELFARE OF STUDENTS AND PROVIDE SUPPORT FOR STUDENT PROGRAMS.

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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 $120,473

Program Service Revenue $8,781

Investment Income $12,637

Other Revenue $132,146

TOTAL REVENUE $274,037

Expense Breakdown

Grants Paid $1,480

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $224,888

Other Expenses $251,564

TOTAL EXPENSES $253,044

Year-over-Year Comparison

	2024	2023	Change
Revenue	$274,037	$292,964	-0.1%
Expenses	$253,044	$213,643	+0.2%
Net Income	$20,993	$79,321	-0.7%

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
KATHERINE DUNLAP	Co-President	20.00	Officer Director	$0	$0	$0
TARA RILEY	CO-PRESIDENT	20.00	Officer Director	$0	$0	$0
JENNY NUGENT	VP-OPERATIONS	5.00	Officer Director	$0	$0	$0
KELLY ROSENBERG	VP - OPERATIONS	5.00	Officer Director	$0	$0	$0
AIMEE MURASHKO	VP STUDENT SERV	5.00	Officer Director	$0	$0	$0
ALYNE KASSARDJIAN	VP STUDENT SERV	5.00	Officer Director	$0	$0	$0
FERESHTA ROBERTS	VP MEMBERSHIP	5.00	Officer Director	$0	$0	$0
KATIE FRANCIS	VP-MEMBERSHIP	5.00	Officer Director	$0	$0	$0
REBECCA WARFIELD	VP CHARACTER	5.00	Officer Director	$0	$0	$0
SHANNON WILLIAMS	VP FUNDRAISING	5.00	Officer Director	$0	$0	$0
JAMIE BEDNER	VP CHARACTER	5.00	Officer Director	$0	$0	$0
KENNETH OSTOT	FINANCIAL SEC	5.00	Director	$0	$0	$0
ALLY CHOFFAT	VP FUNDRAISING	5.00	Officer Director	$0	$0	$0
SKYE ROLLINS	SEC COMMUNICATI	5.00	Director	$0	$0	$0
KATIE RODDA	Treasurer	5.00	Officer Director	$0	$0	$0
MARLENE BAILEY	FINANCIAL SECRE	5.00	Officer Director	$0	$0	$0
CHELSEA MICHAELS	Treasurer	5.00	Officer Director	$0	$0	$0
ALISON QUINN	VP VOLUNTEERS	5.00	Officer Director	$0	$0	$0
LISA QUARELLO	VP MBEF	5.00	Officer Director	$0	$0	$0
TRACY LUNDIE	VP MBEF	5.00	Officer Director	$0	$0	$0
SARAH YOSSLOWITZ	VP	5.00	Officer Director	$0	$0	$0
PETER SOMBERG	LEGISLATIVE REP	5.00	Director	$0	$0	$0
GIVONNA BAJER	PARLIAMENTARIAN	5.00	Director	$0	$0	$0
KATIE CAVALLARO	PRINCIPAL	5.00	Director	$0	$0	$0
BRIAN MONJE	Secretary	5.00	Officer Director	$0	$0	$0
JAMI BRAUCH	Secretary	5.00	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	$274,037	$253,044	$468,211	$20,993
2024	$292,964	$213,643	$447,218	$79,321
2023	$307,870	$245,823	$367,897	$62,047
2022	$210,761	$191,407	$305,850	$19,354
2021	$89,633	$149,560	$286,496	$-59,927
2020	$242,955	$156,929	$346,423	$86,026
2019	$196,241	$276,530	$260,397	$-80,289

ROBINSON ELEMENTARY SCHOOL PTSA