Wharton K-8 Dual Language Academy PTO is a 501(c)(3) organization based in Houston, Texas, registered in 2011, with $270,129 in FY2023 revenue. CharityIndex grades it B.
Revenue (FY2023)
$270K
▼ 8.6% vs prior year
Education median: $200K
Expenses (FY2023)
$275K
Net assets
$158K
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Wharton K-8 Dual Language Academy PTO— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Wharton K-8 Dual Language Academy PTO: 7 mo reserves · -2% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Wharton K-8 Dual Language Academy PTO— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Wharton K-8 Dual Language Academy PTO: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $178K (FY2021) to $270K (FY2023) across 3 reported years.
Financial snapshot
Operating margin
-1.9%
Spent more than it raised in the latest fiscal year.
Total assets
$177K
Total liabilities
$20K
Net assets
$158K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $270,129▼8.6% | $275,253▲2.8% | $157,749▼3.2% | $177,356▼40.7% | 990 |
| 2022 | $295,449▲66.4% | $267,727▲64.6% | $162,924▲20.5% | $299,074▲19.2% | 990 |
| 2021 | $177,515 | $162,628 | $135,202 | $250,924 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
7 grants to Wharton K-8 Dual Language Academy PTO totaling $99K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| American Online Giving Foundation Inc | General support | 2024 | $8,553 |
| American Online Giving Foundation Inc | General support | 2023 | $7,115 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $32,500 |
| The Blackbaud Giving Fund | General support | 2022 | $11,208 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $10,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $10,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2020 | $20,000 |
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Data for Wharton K-8 Dual Language Academy PTO (EIN 80-0637464) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.