DUNWOODY ELEMENTARY SCHOOL PTO INC (EIN 943478483) - 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

2009

Legal Domicile

Principal Officer

LAUREN MIDDLEBROOKS

Phone

6788754002

Tax Period

2018-08-01 to 2019-07-31

DUNWOODY ELEMENTARY SCHOOL PTO INC, founded in 2009, is a small nonprofit in the Education sector that reported $243K in total revenue in fiscal year 2018. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $224K left a modest 8% surplus.

Mission

TO FULLY SUPPORT DUNWOODY ELEMENTARY SCHOOL IN DUNWOODY, GEORGIA.

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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 (2018)

Revenue Breakdown

Contributions & Grants $227,433

Program Service Revenue $0

Investment Income $0

Other Revenue $15,165

TOTAL REVENUE $242,598

Expense Breakdown

Grants Paid $169,937

Salaries & Benefits $0

Fundraising Expenses $48,495

Program Expenses $172,285

Other Expenses $5,488

TOTAL EXPENSES $223,920

Year-over-Year Comparison

	2018	2017	Change
Revenue	$242,598	$147,640	+0.6%
Expenses	$223,920	$121,325	+0.8%
Net Income	$18,678	$26,315	-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

N/A

Employees

N/A

Volunteers

200

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
LAUREN MIDDLEBROOKS	CO-PRESIDENT	10.00	Officer	$0	$0	$0
SHEILA GREEAR	CO-PRESIDENT	10.00	Officer	$0	$0	$0
ANUSHA MISHRA	VP WAYS & MEANS	5.00	Officer	$0	$0	$0
FARA YARBROUGH	VP COMMUNICATIONS	5.00	Officer	$0	$0	$0
COREY HENDRIX	VP PROGRAMS	5.00	Officer	$0	$0	$0
SHANNON ROBINSON	TREASURER	10.00	Officer	$0	$0	$0
BECKY DAVIS	FINANCIAL SECRETARY	5.00	Officer	$0	$0	$0
CASEY DRAKE	SECRETARY	5.00	Officer	$0	$0	$0
LAUREN CAMPBELL	PARLIAMENTARIAN	5.00	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
2019	$242,598	$223,920	$103,420	$18,678

DUNWOODY ELEMENTARY SCHOOL PTO INC