PTA PENNSYLVANIA CONGRESS VALLEY ELEMENTARY PTA (EIN 232650196) - 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

1989

Legal Domicile

Principal Officer

JAEL S MAUE

Phone

5707881040

Tax Period

2023-07-01 to 2024-06-30

PTA PENNSYLVANIA CONGRESS VALLEY ELEMENTARY PTA, founded in 1989, is a micro nonprofit that reported $47K in total revenue in fiscal year 2023. Net assets of $99K represent 25 months of operating reserves.

Mission

THE VALLEY PTA MISSION IS TO MAKE EVERY CHILD'S POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN.

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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 $702

Program Service Revenue $0

Investment Income $0

Other Revenue $46,113

TOTAL REVENUE $46,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,524

Other Expenses $50,029

TOTAL EXPENSES $50,029

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,815	$48,530	0.0%
Expenses	$50,029	$35,434	+0.4%
Net Income	$-3,214	$13,096	-1.2%

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

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
JAEL S MAUE	PRESIDENT	5.00	Officer	$0	$0	$0
ALLISON UNGER	1ST VICE PRE	5.00	Officer	$0	$0	$0
SHERILYN MERRICK	2ND VICE PRE	5.00	Officer	$0	$0	$0
SHANON SITOSKI	SECRETARY	5.00	Officer	$0	$0	$0
CASSANDRA M MAHAFFEY	TREASURER	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
2025	No data	No data	No data	No data
2024	$46,815	$50,029	$98,506	$-3,214
2023	$48,530	$35,434	$101,720	$13,096
2022	$25,525	$22,949	$88,624	$2,576
2021	$545	$4,081	$86,048	$-3,536
2020	$46,202	$18,508	$89,584	$27,694
2019	$59,862	$45,614	$61,890	$14,248
2018	$54,771	$46,478	$47,642	$8,293

PTA PENNSYLVANIA CONGRESS VALLEY ELEMENTARY PTA