MIDVALE-LINCOLN PARENT TEACHER ORG… - Form 990 Financial Data

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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

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

OUR MISSION IS TO MAKE MIDVALE AND LINCOLN ELEMENTARY SCHOOLS GREAT PLACES TO LEARN AND GROW. WE WANT ALL STUDENTS AND FAMILIES TO BUILD RELATIONSHIPS TO PARTICIPATE IN SCHOOL LIFE AND TO FEEL LIKE THEY BELONG. WE ALSO STRIVE TO PROMOTE LEARNING BY MAKING SURE THAT ALL STUDENTS NEEDS ARE MET.

Program Service Accomplishments

Program 1

Expenses: $211,157 Revenue: $0

FOR FAMILIES IN OUR COMMUNITY AFFECTED BY FINANCIAL INSTABILITY AND THE COVID-19 PANDEMIC WE PROVIDED GRANTS FOR HOUSING UTILITIES AND OTHER EXPENSES ALLOWING STUDENTS TO HAVE ACCESS TO ONLINE...

FOR FAMILIES IN OUR COMMUNITY AFFECTED BY FINANCIAL INSTABILITY AND THE COVID-19 PANDEMIC WE PROVIDED GRANTS FOR HOUSING UTILITIES AND OTHER EXPENSES ALLOWING STUDENTS TO HAVE ACCESS TO ONLINE EDUCATIONAL RESOURCES AND A STABLE ENVIRONMENT FOR LEARNING.

Program 2

Expenses: $50,070 Revenue: $0

WE PROVIDED GRANTS AND FUNDING TO THE MIDVALE AND LINCOLN ELEMENTARY SCHOOLS TO IMPROVE THEIR OUTDOOR LEARNING SPACES. THIS INCLUDES FUNDING TO REPLACE THE DANGEROUS AND OUTDATED PLAYGROUND EQUIPMENT AT LINCOLN ELEMENTARY AND FUNDS TO UPDATE AND MAINTAIN THE GARDEN LEARNING SPACE AT MIDVALE ELEMENTARY.

Program 3

Expenses: $4,650 Revenue: $0

WE PROVIDED GRANTS FOR EDUCATORS TO PAY FOR SUPPLIES AND EDUCATIONAL EXPERIENCES THAT ENHANCE AND ENRICH THEIR STUDENTS' LEARNING.

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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 (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

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
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

MIDVALE-LINCOLN PARENT TEACHER ORGANIZATION INC