DAWES INTERMEDIATE PTA

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

STEPHANIE SIMS

Phone

2512211485

Tax Period

2023-07-01 to 2024-06-30

DAWES INTERMEDIATE PTA, founded in 2010, is a micro nonprofit that reported $77K in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. Expenses of $86K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO ENHANCE ELEMENTARY EDUCATION

Program Service Accomplishments

Program 1

Expenses: $8,226 Revenue: $0

PROJECTS FOR STUDENTS - INCLUDES EDUCATIONAL ACTIVITES FOR STUDENTS TO ENHANCE ELEMENTARY EDUCATION

Program 2

Expenses: $38,792 Revenue: $0

HAWKS PLAYGROUND - HAWKS PLAYGROUND IS AN HANDS ON INTERACTIVE PLAYGROUND PARK THIS INCLUDES MONEY SPENT FOR EDUCATIONAL ACITIVITES WITHIN THE PARK MONEY FOR THE PLAYGROUND WAS GRANTED TO THE PTA BY...

Program 3

Expenses: $8,374 Revenue: $0

PROJECTS FOR TEACHERS- INCLUDES TEACHER APPRECIATION TO ENHANCE THE EDUCATIONAL ACTIVITIES IN A TEACHERS CLASSROOM

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $76,982

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $76,982

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $26,667

Program Expenses $55,392

Other Expenses $85,873

TOTAL EXPENSES $85,873

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,982	$51,578	+0.5%
Expenses	$85,873	$59,965	+0.4%
Net Income	$-8,891	$-8,387	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
STEPHANIE SIMS	President	20.00	Officer	$0	$0	$0
ASHLEY WEIKLE	Treasurer	20.00	Officer	$0	$0	$0
SHANA LAW	Secretary	20.00	Officer	$0	$0	$0
TARA THOMPSON	MEMBERSHIPS	20.00	Officer	$0	$0	$0
RACHEL VICK	EVENTS	20.00	Officer	$0	$0	$0
CASSIE MYERS	EVENTS	20.00	Officer	$0	$0	$0
MELISSA BUSUTTIL	FUNDRAISING	20.00	Officer	$0	$0	$0
JENNIFER BURGER	FUNDRAISING	20.00	Officer	$0	$0	$0
AMY BYRD	PROGRAMS	20.00	Officer	$0	$0	$0
ASHLEY STEVENS	PROGRAMS	20.00	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
2024	$76,982	$85,873	$3,706	$-8,891
2023	$51,578	$59,965	$12,596	$-8,387
2022	$57,485	$47,459	$20,983	$10,026