WHARTON K-8 DUAL LANGUAGE ACADEMY … - Form 990 Financial Data

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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

2010

Legal Domicile

Phone

7135353771

Tax Period

2024-07-01 to 2025-06-30

WHARTON K-8 DUAL LANGUAGE ACADEMY PTO, founded in 2010, is a small nonprofit in the Education sector that reported $270K in total revenue in fiscal year 2024. The organization ran a surplus of $64K, a strong 24% operating margin.

Mission

Wharton K-8 Dual Language Academy PTOs mission is to foster community among Wharton Dual Language Academy families and staff and to fundraise to enhance our students education.

Program Service Accomplishments

Program 1

Wharton K8 Dual Language Academy with IB curriculum, classroom instructional materials and books enrichment programs and field trips to enhance learning

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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 (2024)

Revenue Breakdown

Contributions & Grants $268,017

Program Service Revenue $0

Investment Income $483

Other Revenue $1,245

TOTAL REVENUE $269,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $60,782

Other Expenses $205,388

TOTAL EXPENSES $205,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$269,745	$270,129	0.0%
Expenses	$205,388	$275,253	-0.3%
Net Income	$64,357	$-5,124	-13.6%

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

220

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
Trang Hickman	President	16	Director	$0	$0	$0
Malsi Zambrano-Welch	President-Elect	16	Director	$0	$0	$0
Kindra LeFevre	Past President	8	Director	$0	$0	$0
Adriana Yzquierdo	Treasurer	8	Director	$0	$0	$0
Lucas Masllorens	Treasurer-Elect	8	Director	$0	$0	$0
Lillian Yip	Secretary	8	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	$269,745	$205,388	$236,063	$64,357
2024	$270,129	$275,253	$177,356	$-5,124
2023	$295,449	$267,727	$299,074	$27,722

WHARTON K-8 DUAL LANGUAGE ACADEMY PTO