Isaac Dickson Elementary School PTO (EIN 311580703) - 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

1996

Legal Domicile

Principal Officer

Tania Wells

Phone

8283506800

Tax Period

2023-07-01 to 2024-06-30

Isaac Dickson Elementary School PTO, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $346K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 23% operating margin.

Mission

The Isaac Dickson PTO is an organization whose purpose is to strengthen, enhanceand encourage the educational and social environment of Isaac Dickson ElementarySchool. Its goals are to:Complement the school curriculum with opportunities for parents, teachers andstudents to learn, socialize, communicate and grow.Raise funds and provide financial support for scholastic programs that fuitherenrich the children's experience.Bring closer relation to the home, the school and the community, so thatparents and teachers may work cooperatively in the education of children.

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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 (2023)

Revenue Breakdown

Contributions & Grants $55,317

Program Service Revenue $239,365

Investment Income $11,628

Other Revenue $39,935

TOTAL REVENUE $346,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $264,789

Other Expenses $266,353

TOTAL EXPENSES $266,353

Year-over-Year Comparison

	2023	2022	Change
Revenue	$346,245	$272,987	+0.3%
Expenses	$266,353	$220,927	+0.2%
Net Income	$79,892	$52,060	+0.5%

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

N/A

Employees

N/A

Volunteers

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
Tania Wells	Treasurer	1.00	Officer Director	$0	$0	$0
Emma Drake	President	1.00	Officer 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
2025	No data	No data	No data	No data
2024	$346,245	$266,353	$324,699	$79,892
2023	$272,987	$220,927	$244,807	$52,060
2022	$271,337	$106,059	$192,747	$165,278

Isaac Dickson Elementary School PTO