PTA FL CONGRESS PINECREST ELEM PTA (EIN 237102550) - 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

Principal Officer

KALI BENSAADON

Phone

3056675579

Tax Period

2024-07-01 to 2025-06-30

PTA FL CONGRESS PINECREST ELEM PTA, founded in 1971, is a small nonprofit that reported $311K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $90K, a strong 29% operating margin.

Mission

TO MAKE EVERY CHILDS POTENTIAL TO BE A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR 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 $111,236

Program Service Revenue $76,991

Investment Income $0

Other Revenue $123,082

TOTAL REVENUE $311,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $211,217

Other Expenses $221,418

TOTAL EXPENSES $221,418

Year-over-Year Comparison

	2024	2023	Change
Revenue	$311,309	$363,137	-0.1%
Expenses	$221,418	$296,887	-0.3%
Net Income	$89,891	$66,250	+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

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
KRISTEN PADRON	RECORDING SECRETARY	1.00	Director	$0	$0	$0
ADELE VALENCIA	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
JACQUELINE BLUE	VOLUNTEER COORDINATOR	1.00	Director	$0	$0	$0
CHRISTINE FRITZ	LEGISLATIVE REPRESENTATIVE	1.00	Director	$0	$0	$0
JENNIFER STURGES	PUBLIC RELATIONS	5.00	Director	$0	$0	$0
KALI BENSAADON	PRESIDENT	20.00	Officer	$0	$0	$0
EMILY DICKENS	1ST VP-ADMINISTRATIVE	10.00	Officer	$0	$0	$0
FLOR JIMENEZ-THOMAS	2ND VP FUNDRAISING	20.00	Officer	$0	$0	$0
LISA HALL	3RD VP-PROGRAMSACTIVITIES	15.00	Officer	$0	$0	$0
TONYA SYED	4TH VP COMMUNICATIONS	5.00	Officer	$0	$0	$0
JESSICA BOLSON	TREASURER	5.00	Officer	$0	$0	$0
JESSICA LISSAUER	CORRESPONDING SECRETARY	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	$311,309	$221,418	$357,946	$89,891
2024	$363,137	$296,887	$268,055	$66,250
2023	$268,371	$244,655	$201,805	$23,716
2022	$228,889	$190,180	$178,089	$38,709
2021	$137,566	$62,396	$139,380	$75,170
2020	$201,959	$173,909	$64,210	$28,050
2019	$210,242	$191,560	$36,160	$18,682

PTA FL CONGRESS PINECREST ELEM PTA