PTA FLORIDA CONGRESS BROAD BAY HARBOR ELEMENTARY PTA (EIN 237102528) - 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

1971

Legal Domicile

Phone

9545493671

Tax Period

2023-07-01 to 2024-06-30

PTA FLORIDA CONGRESS BROAD BAY HARBOR ELEMENTARY PTA, founded in 1971, is a small nonprofit that reported $253K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $126K, a strong 50% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO THE SCHOOL FOR EDUCATIONAL PROGRAMS AND OTHER SCHOOL NEEDS FOR THE BENEFIT OF TEACHERS AND STUDENTS.

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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 $51,340

Program Service Revenue $199,992

Investment Income $877

Other Revenue $408

TOTAL REVENUE $252,617

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,944

Other Expenses $126,944

TOTAL EXPENSES $126,944

Year-over-Year Comparison

	2023	2022	Change
Revenue	$252,617	$219,026	+0.2%
Expenses	$126,944	$290,557	-0.6%
Net Income	$125,673	$-71,531	-2.8%

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
CAROLINA FERNANDEZ	PRESIDENT	10.00	Officer	$0	$0	$0
LEAH ROSE	VICE PRESIDENT	5.00	Officer	$0	$0	$0
DISLAMY PELAYO	VICE PRESIDENT 2	5.00	Officer	$0	$0	$0
YOVANNA ALVAREZ	SECRETARY RECORDING	1.00	Officer	$0	$0	$0
BEGUM TAVUKCUOGLU	SECRETARY CORRESPONDING	1.00	Officer	$0	$0	$0
FABIANA COHEN	LEGISLATION	1.00	Officer	$0	$0	$0
CLAUDINE LOPEZ	MEMBERSHIP	5.00	Officer	$0	$0	$0
TUDOR MOCANU	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	$252,617	$126,944	$110,856	$125,673
2023	$220,689	$343,831	$35,824	$-123,142
2022	$273,859	$293,046	$158,966	$-19,187
2021	$147,920	$111,861	$178,153	$36,059
2020	$195,824	$331,824	$142,094	$-136,000
2019	$190,776	$135,694	$278,094	$55,082

PTA FLORIDA CONGRESS BROAD BAY HARBOR ELEMENTARY PTA