PTA FLORIDA CONGRESS

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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

1991

Legal Domicile

Tax Period

2021-07-01 to 2022-06-30

PTA FLORIDA CONGRESS, founded in 1991, is a micro nonprofit in the Education sector that reported $53K in total revenue in fiscal year 2021. The organization ran a surplus of $10K, a strong 20% operating margin.

Mission

THE PRIMARY PURPOSE OF THE PTA IS TO INVOLVE PARENTS IN THE FUNDRAISING AND ADDITIONAL ACTIVITIES THAT BRING FUNDS TO THE SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $2,043 Revenue: $52,812

FUNDRAISING AND ACTIVITIES TO BRING FUNDS TO THE SCHOOL

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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 (2021)

Revenue Breakdown

Contributions & Grants $756

Program Service Revenue $52,056

Investment Income $0

Other Revenue $0

TOTAL REVENUE $52,812

Expense Breakdown

Grants Paid $1,132

Salaries & Benefits $0

Fundraising Expenses $40,282

Program Expenses $2,043

Other Expenses $24,610

TOTAL EXPENSES $42,396

Year-over-Year Comparison

	2021	2020	Change
Revenue	$52,812	N/A	N/A
Expenses	$42,396	N/A	N/A
Net Income	$10,416	N/A	N/A

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
MARCELA ANDERSON	CORRESPONDENCED SECRETARY	5.00	Officer	$0	$0	$0
JULIA MOROYON	CORRESPONDENCED SECRETARY	5.00	Officer	$0	$0	$0
ANA CANCIO	TREASURER	5.00	Officer	$0	$0	$0
ARLETTI ROSALES	PRESIDENT	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
2022	$52,812	$42,396	$11,833	$10,416