PTA TEXAS CONGRESS NEEDVILLE PTA (EIN 237151333) - 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

1955

Legal Domicile

Principal Officer

SHELLY BERAN

Phone

9797934241

Tax Period

2024-07-01 to 2025-06-30

PTA TEXAS CONGRESS NEEDVILLE PTA, founded in 1955, is a micro nonprofit that reported $80K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $14K, a strong 18% operating margin.

Mission

SUPPORT NEEDVILLE PUBLIC SCHOOLS

🔒

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 $26,500

Program Service Revenue $16,414

Investment Income $0

Other Revenue $36,783

TOTAL REVENUE $79,697

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,471

Other Expenses $60,300

TOTAL EXPENSES $65,300

Year-over-Year Comparison

	2024	2023	Change
Revenue	$79,697	$70,221	+0.1%
Expenses	$65,300	$50,111	+0.3%
Net Income	$14,397	$20,110	-0.3%

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

220

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
SHELLY BERAN	PRESIDENT	12.00	Officer Director	$0	$0	$0
EMILY GARDNER	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
KRISTEN DAILEY	TREASURER	2.50	Officer Director	$0	$0	$0
AMANDA ECRETT	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA MCCURRY	PARLIAMENTARIAN	1.00	Officer Director	$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	$79,697	$65,300	$46,368	$14,397
2024	$70,221	$50,111	$46,111	$20,110
2023	$88,476	$118,002	$26,001	$-29,526
2020	$123,194	$89,790	$107,196	$33,404
2019	$84,062	$93,841	$57,991	$-9,779

PTA TEXAS CONGRESS NEEDVILLE PTA