DAWES INTERMEDIATE PTA (EIN 320310990) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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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 $57K in total revenue in fiscal year 2021. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $10K, a strong 17% operating margin.

Mission

TO ENHANCE ELEMENTARY EDUCATION

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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

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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
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

DAWES INTERMEDIATE PTA