DIXON ELEMENTARY SCHOOL PTO

EIN: 391973704 501(c)(3) Education

BROOKFIELD, WI

Total Revenue
$82,535
Total Expenses
$62,590
Total Assets
$107,080
Net Assets
$103,325
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Principal Officer
JULIE HARGRAVES
Tax Period
2024-07-01 to 2025-06-30

DIXON ELEMENTARY SCHOOL PTO is a micro nonprofit in the Education sector that reported $83K in total revenue in fiscal year 2024. The organization ran a surplus of $20K, a strong 24% operating margin.

Mission

THE PURPOSE OF THE DIXON ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION (PTO) IS TO PROVIDE A FRAMEWORK OF COLLABORATIVE SUPPORT AMONG THE SCHOOL'S PARENTS, TEACHERS AND STAFF THROUGH VOLUNTEER EFFORTS, TO ENHANCE THE EDUCATIONAL AND SOCIAL OPPORTUNITIES AMONG THE DIXON POPULATION. RECENT EXAMPLES OF SUCH EFFORTS INCLUDE: SPONSORING THEMATIC PROGRAMS FOR STAFF THROUGHOUT THE SCHOOL SPONSORING OF EMPTY SOUP BOWLS (SCHOOL WIDE EVENT TO RAISE FUNDS FOR LOCAL HOMELESS SHELTER) SPONSORSHIP OF DIXON'S INNOVATIVE GARDEN PURCHASE OF GAMES AND EQUIPMENT FOR STUDENT USE IN MUSIC AND PHYSICAL EDUCATION CLASS ANNUAL GOALS ARE DETERMINED AT THE CONCLUSION OF THE PREVIOUS SCHOOL YEAR. FUNDRAISING EFFORTS ARE USED TO HELP MEET THESE GOALS, AS WELL AS NEEDS THAT ARISE THROUGHOUT THE SCHOOL YEAR.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $49,201
Program Service Revenue $0
Investment Income $2
Other Revenue $33,332
TOTAL REVENUE $82,535

Expense Breakdown

Grants Paid $29,197
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $59,747
Other Expenses $33,393
TOTAL EXPENSES $62,590

Year-over-Year Comparison

2024 2023 Change
Revenue $82,535 $83,967 0.0%
Expenses $62,590 $65,422 0.0%
Net Income $19,945 $18,545 +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

Sign In

Governance

Voting Members
7
Independent Members
N/A
Employees
N/A
Volunteers
250

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
7
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAREY DREES CO-PRESIDENT N/A
Officer
$0 $0 $0
JULIE HARGRAVES TREASURER N/A
Officer
$0 $0 $0
JEN KOCH COMMITTEES N/A
Officer
$0 $0 $0
SARA MONTY CO-PRESIDENT N/A
Officer
$0 $0 $0
EMILY WACKER SCHULTZ EX VICE PRES N/A
Officer
$0 $0 $0
KATIE WHITECOTTON COMMITTEES N/A
Officer
$0 $0 $0
JACQUELINE WICKERSHAM SECRETARY N/A
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 $79,309 $62,283 $104,161 $17,026
2025 $82,535 $62,590 $107,080 $19,945
2024 $83,967 $65,422 $88,264 $18,545
2024 $83,967 $65,422 $88,264 $18,545
2023 $78,257 $64,937 $67,955 $13,320
2022 $56,742 $41,990 $54,445 $14,752
2021 $17,445 $34,161 $39,663 $-16,716
2020 $46,913 $31,655 $56,379 $15,258
2019 $41,461 $24,303 $41,130 $17,158
2018 $31,253 $38,961 $23,077 $-7,708
Explore More Nonprofits
Top 100 Nonprofits in Wisconsin Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare DIXON ELEMENTARY SCHOOL PTO with other nonprofits in Wisconsin and across the country.