WILLIARD GRIZZELL MIDDLE SCHOOL PTO (EIN 311415736) - 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

ELLEN CORDLE

Phone

6147918524

Tax Period

2024-07-01 to 2025-06-30

WILLIARD GRIZZELL MIDDLE SCHOOL PTO, founded in 1993, is a micro nonprofit in the Education sector that reported $41K in total revenue in fiscal year 2024.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO THE DUBLIN PUBLIC SCHOOLS IN SUPPORT OF EDUCATION

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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 $4,555

Program Service Revenue $36,011

Investment Income $0

Other Revenue $0

TOTAL REVENUE $40,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,857

Other Expenses $42,950

TOTAL EXPENSES $42,950

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,566	$37,951	+0.1%
Expenses	$42,950	$39,412	+0.1%
Net Income	$-2,384	$-1,461	+0.6%

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
MICHAEL BERGER	CO-TREASURER	1.00	Officer	$0	$0	$0
JULIE BLANKEMEIER	CO-VICE PRES	N/A	Officer	$0	$0	$0
LINDSEY BRONSTEIN	CO-PRESIDENT	1.00	Officer	$0	$0	$0
ELLEN CORDLE	CO- PRESIDEN	1.00	Officer	$0	$0	$0
MELISSA DONALDSON	CO-SECRETARY	1.00	Officer	$0	$0	$0
JESSICA ELSASS	CO-TREASURER	1.00	Officer	$0	$0	$0
IRRAM FRITZ	CO-SECRETARY	1.00	Officer	$0	$0	$0
MEGAN WIEHER	CO - VICE PR	1.00	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	$40,566	$42,950	$14,068	$-2,384
2024	$37,951	$39,412	$16,452	$-1,461
2023	$39,392	$40,245	$17,913	$-853
2022	$31,888	$35,117	$18,766	$-3,229
2021	$20,402	$20,275	$21,995	$127
2020	$16,917	$10,774	$21,868	$6,143
2019	$19,012	$16,867	$15,725	$2,145

WILLIARD GRIZZELL MIDDLE SCHOOL PTO