MIDVALE-LINCOLN PARENT TEACHER ORGANIZATION INC

EIN: 264052664 501(c)(3) Education

MADISON, WI

Total Revenue
$372,510
Total Expenses
$274,780
Total Assets
$174,864
Net Assets
$174,864
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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
2010
Legal Domicile
WI
Phone
6082046700
Tax Period
2020-09-01 to 2021-08-31

MIDVALE-LINCOLN PARENT TEACHER ORGANIZATION INC, founded in 2010, is a small nonprofit in the Education sector that reported $373K in total revenue in fiscal year 2020. Revenue surged 184% from the prior year, signaling strong growth momentum. The organization ran a surplus of $98K, a strong 26% operating margin.

Mission

AS A PARENT-TEACHER ORGANIZATION OUR GOAL IS TO MAKE MIDVALE AND LINCOLN ELEMENTARY SCHOOLS GREAT PLACES FOR CHILDREN TO LEARN AND GROW.

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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 (2020)

Revenue Breakdown

Contributions & Grants $383,259
Program Service Revenue $0
Investment Income $0
Other Revenue $-10,749
TOTAL REVENUE $372,510

Expense Breakdown

Grants Paid $267,407
Salaries & Benefits $0
Fundraising Expenses $2,204
Program Expenses $271,630
Other Expenses $7,373
TOTAL EXPENSES $274,780

Year-over-Year Comparison

2020 2019 Change
Revenue $372,510 $131,289 +1.8%
Expenses $274,780 $99,530 +1.8%
Net Income $97,730 $31,759 +2.1%
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
16
Independent Members
16
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
6
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jesse Wickizer President 3.00
Officer
$0 $0 $0
Jennifer Losaw Treasurer 3.00
Officer
$0 $0 $0
Sara Jurgella Fundraising Chair 1.00
Officer
$0 $0 $0
Melissa Lindemann Communication Chair Volunteer Coordinator 1.00
Officer
$0 $0 $0
Susan Robinson Social Justice Chair 1.00
Officer
$0 $0 $0
Gail Rogall Staff Appreciation Chair 1.00
Officer
$0 $0 $0
Aaron Crandall Board Member 1.00
Director
$0 $0 $0
Dawn Liska Tollefson Board Member 1.00
Director
$0 $0 $0
Erica Throneburg Board Member 1.00
Director
$0 $0 $0
Erin Woodard Translation Coordinator 1.00
Director
$0 $0 $0
Jim Hollar Board Member 1.00
Director
$0 $0 $0
Kerry Burke Board Member 1.00
Director
$0 $0 $0
Cinthya Aleman Board Member 1.00
Director
$0 $0 $0
Nicole Louie Board Member 1.00
Director
$0 $0 $0
Amanda Moss Board Member 1.00
Director
$0 $0 $0
Britta Schoster Board Member 1.00
Director
$0 $0 $0
Flor Mitchell Board Member 1.00
Director
$0 $0 $0
Nicholas Welton Teacher Representative 1.00
Director
$0 $0 $0
Christina Lopez Teacher Representative 1.00
Director
$0 $0 $0
Colleen Murphy Teacher Representative 1.00
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
2021 $372,510 $274,780 $174,864 $97,730
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