PTA TEXAS CONGRESS 0514 HILL (EIN 237092365) - 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

MISO YANG

Phone

5124142369

Tax Period

2024-07-01 to 2025-06-30

PTA TEXAS CONGRESS 0514 HILL, founded in 1970, is a small nonprofit that reported $221K in total revenue in fiscal year 2024. Expenses of $251K exceeded revenue, resulting in a 13% operating deficit.

Mission

PARENT TEACHER SUPPORT

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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 $84,353

Program Service Revenue $0

Investment Income $589

Other Revenue $136,543

TOTAL REVENUE $221,485

Expense Breakdown

Grants Paid $234,327

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $234,327

Other Expenses $16,187

TOTAL EXPENSES $250,514

Year-over-Year Comparison

	2024	2023	Change
Revenue	$221,485	$221,237	+0.0%
Expenses	$250,514	$267,462	-0.1%
Net Income	$-29,029	$-46,225	-0.4%

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

700

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
MARGARITA BAGWELL	PRESIDENT	40.00	Officer Director	$0	$0	$0
KRISTEN TROUT	PRESIDENT-ELECT	4.00	Officer Director	$0	$0	$0
ERIN HANSON	1ST VP COMMUNICATIONS	4.00	Officer Director	$0	$0	$0
ROZ JOHNSON	2ND VP SPONSORSHIP/FUNDRAISING	4.00	Officer Director	$0	$0	$0
ANNA ANSARI	3RD VP MEMBERSHIP	4.00	Officer Director	$0	$0	$0
HEATHER O'DESKY	4TH VP WAYS AND MEANS	4.00	Officer Director	$0	$0	$0
MISO YANG	TREASURER	40.00	Officer Director	$0	$0	$0
CHRISTINE HIGHLAND	SECRETARY	10.00	Officer Director	$0	$0	$0
MELANIE PETERSEN	PARLIAMENTARIAN	4.00	Officer Director	$0	$0	$0
KENDYL CERVENKA	CAMPUS ADVISORY COUNCIL REPRESENTATIVE	4.00	Officer Director	$0	$0	$0
MAITRI SHAH	FACULTY CONNECTIONS	4.00	Officer Director	$0	$0	$0
APRIL BEATY	ACPTA REPRESENTATIVE	4.00	Officer Director	$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	$221,485	$250,514	$95,873	$-29,029
2024	$221,237	$267,462	$125,242	$-46,225
2023	$221,333	$272,754	$171,074	$-51,421
2022	$191,072	$93,027	$222,320	$98,045
2021	$176,429	$225,052	$124,149	$-48,623
2020	$243,509	$217,372	$172,867	$26,137

PTA TEXAS CONGRESS 0514 HILL