Dale Mabry Elementary PTA (EIN 237102409) - 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

1993

Legal Domicile

Principal Officer

Andrew Meier

Phone

8138725364

Tax Period

2024-07-01 to 2025-06-30

Dale Mabry Elementary PTA, founded in 1993, is a small nonprofit that reported $270K in total revenue in fiscal year 2024.

Mission

To promote the welfare of children and youth in home, school, community,and place of worship to raise the home life to secure adequate laws for the care and protection of children and youth to bring into closer relation

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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 $48,930

Program Service Revenue $220,896

Investment Income $0

Other Revenue $0

TOTAL REVENUE $269,826

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $265,584

Other Expenses $265,583

TOTAL EXPENSES $265,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$269,826	N/A	N/A
Expenses	$265,583	N/A	N/A
Net Income	$4,243	N/A	N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ansley Voss	President	010.00	Officer	$0	$0	$0
Penny Primus	Vice President	010.00	Officer	$0	$0	$0
Andrew Meier	Treasurer	010.00	Officer	$0	$0	$0
Heather Dambrosi	VP Fundraising	010.00	Officer	$0	$0	$0
Sierra Iwanicki	VP Programs	010.00	Officer	$0	$0	$0
Rebecca Bilsland	VP Family Outreash	010.00	Officer	$0	$0	$0
Mendy Mace	VP Hospitality	010.00	Officer	$0	$0	$0
Mackenzie Ombres	VP Operations	010.00	Officer	$0	$0	$0
Joann Perlez	VP Communications	010.00	Officer	$0	$0	$0
Aisa Docimo	Secretary	010.00	Officer	$0	$0	$0
Purvi Talati	Corresponding Secreatary	010.00	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	$269,826	$265,583	$137,035	$4,243
2024	$322,523	$319,702	$132,827	$2,821
2023	$423,461	$395,306	$129,971	$28,155
2022	$260,814	$222,305	$101,816	$38,509
2020	$436,529	$408,130	$100,092	$28,399
2019	$464,722	$527,300	$70,371	$-62,578
2018	$360,647	$335,929	$132,958	$24,718

Dale Mabry Elementary PTA