International School at Dundee PTA (EIN 421682765) - 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

1999

Legal Domicile

Principal Officer

Roli Agrawal

Phone

7024176546

Tax Period

2023-07-01 to 2024-06-30

International School at Dundee PTA, founded in 1999, is a small nonprofit that reported $140K in total revenue in fiscal year 2023. Expenses of $123K left a modest 12% surplus.

Mission

To provide funds for the students benefit to augment and enhance the existing school curriculum. Programs include Cultural Enrichment, Afters, Technolgy and Beautification, Teachers Discretionary Funds, Scholarships and Awards to Graduates, etc.

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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 $54,339

Program Service Revenue $29,682

Investment Income $242

Other Revenue $55,437

TOTAL REVENUE $139,700

Expense Breakdown

Grants Paid $3,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115,234

Other Expenses $119,863

TOTAL EXPENSES $123,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$139,700	$137,056	+0.0%
Expenses	$123,213	$112,151	+0.1%
Net Income	$16,487	$24,905	-0.3%

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

320

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
Mary Ann Ranalli	Co-President	015.00	Officer Director	$0	$0	$0
Roli Agrawal	Co-President	010.00	Officer Director	$0	$0	$0
Cindy Cheung	Secretary	008.00	Officer Director	$0	$0	$0
Nicole Anderson	Co-Treasurer	004.00	Officer Director	$0	$0	$0
Lulu Wang	Co-Treasurer	004.00	Officer Director	$0	$0	$0
Martina Kusurin	VP Fundraising	004.00	Officer Director	$0	$0	$0
Zuzana Hylova	VP Fundraising	004.00	Officer Director	$0	$0	$0
Lynda Cha	VP Events	005.00	Officer Director	$0	$0	$0
Patricia Martinez	VP Events	002.00	Officer Director	$0	$0	$0
Ana Laborde	VP Communications Outreach	004.00	Officer Director	$0	$0	$0
Shruti Shah Moday	VP Communications Outreach	004.00	Officer Director	$0	$0	$0
Nathalie Banker-Lencsak	VP After School Enrichment	006.00	Officer Director	$0	$0	$0
Sophie Shilshtut	VP After School Enrichment	006.00	Officer Director	$0	$0	$0
Emiko Takeno	VP In-School Enrichment	003.00	Officer Director	$0	$0	$0
Heather Woodworth	VP In-School Enrichment	002.00	Officer Director	$0	$0	$0
Jessica Shapiro	VP Nominating School Support	002.00	Officer Director	$0	$0	$0
Keti Rogava	VP Nominating School Support	002.00	Officer Director	$0	$0	$0
Michelle O'Donnell	VP at Large	002.00	Officer Director	$0	$0	$0
Andi Cosby	PTAC Coordinator	002.00	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	$139,700	$123,213	$183,615	$16,487
2023	$137,056	$112,151	$167,128	$24,905
2022	$94,116	$93,166	$142,223	$950
2021	$63,453	$68,149	$141,273	$-4,696
2020	$149,557	$120,398	$145,969	$29,159
2019	$156,720	$145,346	$116,810	$11,374

International School at Dundee PTA