FORT DALE ACADEMY PTA

EIN: 631226692 501(c)(3)

GREENVILLE, AL

Total Revenue
$136,943
Total Expenses
$83,184
Total Assets
$57,579
Net Assets
$57,579
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
AL
Principal Officer
LEAH ELLIS
Phone
3343824731
Tax Period
2023-07-01 to 2024-06-30

FORT DALE ACADEMY PTA, founded in 1999, is a small nonprofit that reported $337K in total revenue in fiscal year 2018. Revenue surged 9483% from the prior year, signaling strong growth momentum. The organization ran a surplus of $296K, a strong 88% operating margin.

Mission

PARENT TEACHER ASSOCIATION

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $136,943
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $136,943

Expense Breakdown

Grants Paid $78,000
Salaries & Benefits $0
Fundraising Expenses $5,100
Program Expenses $78,000
Other Expenses $5,184
TOTAL EXPENSES $83,184

Year-over-Year Comparison

2023 2022 Change
Revenue $136,943 $178,523 -0.2%
Expenses $83,184 $445,000 -0.8%
Net Income $53,759 $-266,477 -1.2%
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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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
N/A

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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEAH ELLIS PRESIDENT N/A
Officer
$0 $0 $0
SARAH ELLEN GARDNER SECRETARY N/A
Officer
$0 $0 $0
NATHAN SKIPPER TREASURER N/A
Officer
$0 $0 $0
LINDSEY SLAGLEY VICE PRESIDE 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 No data No data No data No data
2024 $136,943 $83,184 $57,579 $53,759
2023 $178,523 $445,000 $3,820 $-266,477
2021 $300,538 $163,114 $249,922 $137,424
2020 $557,292 $750,636 $112,498 $-193,344
2019 $337,023 $41,409 $305,842 $295,614
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