PTA TEXAS CONGRESS

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

David Barbee

Phone

2812378300

Tax Period

2023-07-01 to 2024-06-30

PTA TEXAS CONGRESS, founded in 2004, is a small nonprofit in the Education sector that reported $109K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $18K, a strong 16% operating margin.

Mission

PTA's mission is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

Program Service Accomplishments

Program 1

Expenses: $5,000 Revenue: $0

The PTA was able to pay for Items related to the New HOUSE program for all students

Program 2

Expenses: $7,855 Revenue: $9,375

The PTA planned and organized Field Day T-shirt purchases for all students in the school to participate with their classes in this team building activity

Program 3

Expenses: $13,994 Revenue: $18,832

The PTA sponsored a Holiday Store where all the kids in school could purchase gifts for their families.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $56,004

Program Service Revenue $53,104

Investment Income $0

Other Revenue $0

TOTAL REVENUE $109,108

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $43,730

Program Expenses $42,883

Other Expenses $91,556

TOTAL EXPENSES $91,556

Year-over-Year Comparison

	2023	2022	Change
Revenue	$109,108	$117,359	-0.1%
Expenses	$91,556	$110,286	-0.2%
Net Income	$17,552	$7,073	+1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

500

Independent Members

500

Employees

N/A

Volunteers

500

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
Carly Rodriquez	President	30	Officer	$0	$0	$0
Lisa Stratton	First Vice President Programs	20	Officer	$0	$0	$0
Jija Rizvi	2nd VP Membership	20	Officer	$0	$0	$0
Savannah Cisneros	3rd Vice President Fundraising	20	Officer	$0	$0	$0
Orlanda Ogden	4th Vice President Volunteers	20	Officer	$0	$0	$0
Tinnel Jenkins	Secretary	10	Officer	$0	$0	$0
David Barbee	Treasurer	20	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
2024	$109,108	$91,556	$46,307	$17,552
2023	$117,359	$110,286	$41,741	$7,073
2022	$106,557	$24,240	$82,317	$82,317