PTA CT Congress North Mianus PTA - CT (EIN 060994143) - 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

1955

Legal Domicile

Principal Officer

Rebecca Levine

Phone

9734950681

Tax Period

2023-07-01 to 2024-06-30

PTA CT Congress North Mianus PTA - CT, founded in 1955, is a small nonprofit that reported $201K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

To raise funds in order to enrich the curriculum and to enhance the educational programs offered at the school

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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 $44,190

Program Service Revenue $88,753

Investment Income $106

Other Revenue $68,411

TOTAL REVENUE $201,460

Expense Breakdown

Grants Paid $5,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $191,251

Other Expenses $194,720

TOTAL EXPENSES $200,620

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,460	$174,275	+0.2%
Expenses	$200,620	$161,511	+0.2%
Net Income	$840	$12,764	-0.9%

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

355

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
Sarah Sippel	President	015.00	Officer	$0	$0	$0
Rebecca Levine	President Elect	015.00	Officer	$0	$0	$0
June Chin	Treasurer	006.00	Officer	$0	$0	$0
Lindsay Baker	Assistant Treasurer	006.00	Officer	$0	$0	$0
Susan Diana	Secretary	003.00	Officer	$0	$0	$0
Kate Fix	VP Administration	005.00	Officer	$0	$0	$0
Tiana Devukaj	VP Administration	005.00	Officer	$0	$0	$0
Amy Siler	VP Curriculum Enrichment	010.00	Officer	$0	$0	$0
Heather Krausneck	VP Curriculum Enrichment	010.00	Officer	$0	$0	$0
Gina Mugavero	VP Fundraising	006.00	Officer	$0	$0	$0
Alexandra Kohlberger	VP Fundraising	006.00	Officer	$0	$0	$0
Amanda Williams	VP Special Events	003.00	Officer	$0	$0	$0
Mandy Drayer	VP Special Events	003.00	Officer	$0	$0	$0
Chalon Lefebve	VP Community	006.00	Officer	$0	$0	$0
Bobbie Wilber	VP Community	006.00	Officer	$0	$0	$0
Corinne Giagregorio	VP at Large	003.00	Officer	$0	$0	$0
Silke Oellrich	VP Education	003.00	Officer	$0	$0	$0
Laura Lohan	VP Communications	006.00	Officer	$0	$0	$0
Katerina Shwayhat	VP Communications	006.00	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
2025	No data	No data	No data	No data
2024	$201,460	$200,620	$199,334	$840
2023	$174,275	$161,511	$198,494	$12,764
2022	$132,125	$116,131	$185,730	$15,994
2021	$41,262	$60,830	$169,736	$-19,568
2020	$116,767	$106,961	$189,304	$9,806
2019	$164,773	$141,687	$179,498	$23,086

PTA CT Congress North Mianus PTA - CT