PTA TEXAS CONGRESS (EIN 201107295) - 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

1967

Legal Domicile

Principal Officer

Jeanette Angell Martinez

Phone

4697135981

Tax Period

2023-07-01 to 2024-06-30

PTA TEXAS CONGRESS, founded in 1967, is a small nonprofit in the Education sector that reported $208K in total revenue in fiscal year 2023. Revenue surged 2798% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41K, a strong 20% operating margin.

Mission

Our mission is to make every child's potential a reality.

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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 $204,189

Program Service Revenue $0

Investment Income $0

Other Revenue $4,123

TOTAL REVENUE $208,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,779

Other Expenses $167,015

TOTAL EXPENSES $167,015

Year-over-Year Comparison

	2023	2022	Change
Revenue	$208,312	$7,187	+28.0%
Expenses	$167,015	N/A	N/A
Net Income	$41,297	$7,187	+4.7%

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

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
Tina Verma	President	5	Officer	$0	$0	$0
Misty Lahoud	Vice President 1	5	Officer	$0	$0	$0
Michelle Crowley	Vice President 2	5	Officer	$0	$0	$0
Dana Giep	Secretary	1	Officer	$0	$0	$0
Jeanette Martinez	Treasurer	5	Officer	$0	$0	$0
Vicky Ursi	Parliamentarian	1	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	$208,312	$167,015	$54,221	$41,297

PTA TEXAS CONGRESS