PTA OKLAHOMA 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

2002

Legal Domicile

Tax Period

2020-07-01 to 2021-06-30

PTA OKLAHOMA CONGRESS, founded in 2002, is a micro nonprofit that reported $4K in total revenue in fiscal year 2020. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2K, a strong 57% operating margin.

Mission

PROVIDE SERVICES FOR INDIVIDUAL PTAS IN SCHOOL AND PROVIDE TRAINING FOR THOSE ELECTED TO THE INDIVIDUAL PTAS IN THE DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $1,529

PROVIDE TRAINING FOR THOSE ELECTED TO THE DISRICTS PTA AND PROVIDE SERVICES AND PROGRAMS FOR EXISTING AND NEW UNITS IN THE DISTRICT

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,518

Investment Income $27

Other Revenue $0

TOTAL REVENUE $3,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,529

Other Expenses $1,529

TOTAL EXPENSES $1,529

Year-over-Year Comparison

	2020	2019	Change
Revenue	$3,545	$5,222	-0.3%
Expenses	$1,529	$9,047	-0.8%
Net Income	$2,016	$-3,825	-1.5%

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

N/A

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
LYNN WITTE	TREASURER	3.00	Officer	$0	$0	$0
LINDSAY ELSEA	VICE PRESIDENT	4.00	Officer	$0	$0	$0
PATI THURMAN	SECRETARY	4.00	Officer	$0	$0	$0
MICHELLE FILIPSKI	PRESIDENT	10.00	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
2021	$3,545	$1,529	$57,286	$2,016
2019	$5,999	$9,819	$59,095	$-3,820