PTA TEXAS CONGRESS (EIN 237092266) - 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

1970

Legal Domicile

Principal Officer

Megan Rosenbaum

Tax Period

2024-07-01 to 2025-06-30

PTA TEXAS CONGRESS, founded in 1970, is a small nonprofit that reported $239K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $323K exceeded revenue, resulting in a 35% operating deficit.

Mission

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 (2024)

Revenue Breakdown

Contributions & Grants $62,933

Program Service Revenue $11,805

Investment Income $0

Other Revenue $163,837

TOTAL REVENUE $238,575

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,025

Program Expenses $261,118

Other Expenses $322,984

TOTAL EXPENSES $322,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,575	$264,822	-0.1%
Expenses	$322,984	$106,201	+2.0%
Net Income	$-84,409	$158,621	-1.5%

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

N/A

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
Megan Rosenbaum	President	10.00	Officer	$0	$0	$0
Camille Wieprecht	Vice President of Support Programs	5.00	Officer	$0	$0	$0
Stephanie Balash	Vice President of Educational Programs	3.00	Officer	$0	$0	$0
Christina Dugan	Vice President of Small Fundraising	5.00	Officer	$0	$0	$0
Sara Moore	Vice President of Large Fundraising	5.00	Officer	$0	$0	$0
Paige Trahan	Vice President of Membership	5.00	Officer	$0	$0	$0
Jasmine Avants	Treasurer	15.00	Officer	$0	$0	$0
Becky Hagan	Principal	5.00	Officer	$0	$0	$0
Natalie Hightower	Secretary	5.00	Officer	$0	$0	$0
Sarah Davidson	Parliamentarian	1.00	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	$238,575	$322,984	$169,879	$-84,409
2024	$264,822	$106,201	$254,289	$158,621
2023	$199,650	$115,867	$137,432	$83,783
2022	$232,653	$276,048	$53,650	$-43,395

PTA TEXAS CONGRESS