David T Howard Middle School Foundation (EIN 203574169) - 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

2012

Legal Domicile

Principal Officer

Katrina Fuller

Phone

4042740571

Tax Period

2025-01-01 to 2025-12-31

David T Howard Middle School Foundation, founded in 2012, is a small nonprofit in the Education sector that reported $202K in total revenue in fiscal year 2025. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 32% operating margin.

Mission

To provide additional education opportunities and resources to the students of David T. Howard Middle School.

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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 (2025)

Revenue Breakdown

Contributions & Grants $202,201

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $202,201

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,361

Other Expenses $136,805

TOTAL EXPENSES $136,805

Year-over-Year Comparison

	2025	2024	Change
Revenue	$202,201	$148,881	+0.4%
Expenses	$136,805	$140,198	0.0%
Net Income	$65,396	$8,683	+6.5%

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

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	Role	Reportable Comp	Other Comp	Total
Kristen Holtz	Trustee	Director	$0	$0	$0
Tonya Berry	Trustee	Director	$0	$0	$0
Amber Mungin-Davis	Trustee	Director	$0	$0	$0
Claire Oates	Trustee	Director	$0	$0	$0
Kristy Rachal	Trustee	Director	$0	$0	$0
Jake Sussman	Trustee	Director	$0	$0	$0
Katrina Fuller	CFO	Officer	$0	$0	$0
Melissa Hawkins	Secretary	Officer	$0	$0	$0
Fountain Lee	President	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	$202,201	$136,805	$178,091	$65,396
2024	$148,881	$140,198	$112,695	$8,683

David T Howard Middle School Foundation