PTA Florida Congress (EIN 237102390) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1925

Legal Domicile

Phone

8132723090

Tax Period

2024-07-01 to 2025-06-30

PTA Florida Congress, founded in 1925, is a small nonprofit that reported $248K in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year.

Mission

To promote the welfare of children and youth who attend Roosevelt Elementary in their home, school and community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $186,546

Program Service Revenue $0

Investment Income $0

Other Revenue $61,681

TOTAL REVENUE $248,227

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $56,681

Program Expenses $201,238

Other Expenses $259,165

TOTAL EXPENSES $259,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$248,227	$310,209	-0.2%
Expenses	$259,165	$399,002	-0.4%
Net Income	$-10,938	$-88,793	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

150

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
Kathy Yates	President	30.00	Officer	$0	$0	$0
Cheney Croft	President	30.00	Officer	$0	$0	$0
Rachel Smith	VP of Activities	6.00	Officer	$0	$0	$0
Jaclyn McLaughlin	Treasurer	8.00	Officer	$0	$0	$0
Elise Szafranski	Secretary	4.00	Officer	$0	$0	$0
Charlotte Aust	VP of Volunteers	15.00	Officer	$0	$0	$0
Desa Bartos	VP of Communications	12.00	Officer	$0	$0	$0
Brooke Shemwell	VP of Fundraising	25.00	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	$248,227	$259,165	$115,610	$-10,938
2024	$310,209	$399,002	$126,473	$-88,793
2023	$320,741	$227,579	$221,906	$93,162
2022	$327,835	$359,657	$122,647	$-31,822
2021	$267,170	$234,717	$154,342	$32,453
2020	$332,810	$326,303	$121,845	$6,507
2019	$217,143	$174,337	$115,338	$42,806

PTA Florida Congress