PTA ALABAMA CONGRESS

🔒

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

1988

Legal Domicile

Phone

3342693673

Tax Period

2023-07-01 to 2024-06-30

PTA ALABAMA CONGRESS, founded in 1988, is a small nonprofit that reported $128K in total revenue in fiscal year 2023. The organization ran a surplus of $30K, a strong 23% operating margin.

Mission

TO SUPPORT FOREST AVENUE ACADEMIC MAGNET

Program Service Accomplishments

Program 1

Expenses: $36,089 Revenue: $0

PROVIDED RESOURCES AND APPRECIATION FOR APPROXIMATELY 50 TEACHERS AND SPECIALISTS, INCLUDING SUPPLIES AND CLASSROOM IMPROVEMENTS

Program 2

Expenses: $16,535 Revenue: $0

PROVIDED SCHOOL COPIER, TECHNOLOGICAL ADVANCEMENT, SCIENCE LAB IMPROVEMENTS, AND OTHER SCHOOL IMPROVMENT

Program 3

Expenses: $45,197 Revenue: $0

PROVIDED RESOURCES FOR APPROXIMATELY 700 STUDENTS AND THEIR PARENTS, INCLUDING PTA MEETINGS

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $11,938

Program Service Revenue $0

Investment Income $0

Other Revenue $115,844

TOTAL REVENUE $127,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,821

Other Expenses $97,821

TOTAL EXPENSES $97,821

Year-over-Year Comparison

	2023	2022	Change
Revenue	$127,782	$120,276	+0.1%
Expenses	$97,821	$115,678	-0.2%
Net Income	$29,961	$4,598	+5.5%

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

N/A

Employees

N/A

Volunteers

664

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
Taten Shirley	PRESIDENT	20	Officer	$0	$0	$0
Virginia Lacy	EXECUTIVE VICE PRESIDENT	20	Officer	$0	$0	$0
Megan Jones	CO-VP OF FUNDRAISING	10	Officer	$0	$0	$0
Anshu Aggarwal	CO-VP OF FUNDRAISING	10	Officer	$0	$0	$0
Allison Prillaman	SECRETARY	10	Officer	$0	$0	$0
Keyarrow Moore	TREASURER	15	Key Emp	$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
2024	$127,782	$97,821	$182,864	$29,961
2023	$120,276	$115,678	$152,903	$4,598