PTA TEXAS 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

1972

Legal Domicile

Principal Officer

KATHLEEN WERNICKE

Phone

4055504998

Tax Period

2024-07-01 to 2025-06-30

PTA TEXAS CONGRESS, founded in 1972, is a small nonprofit in the Education sector that reported $183K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $72K, a strong 39% operating margin.

Mission

Non profit Parent Teacher Association for Prestonwood Elementary School in Dallas, Tx. Primary objective is to support the school, students, and staff at PWE.

Program Service Accomplishments

Program 1

Expenses: $910 Revenue: $0

membership

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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 $49,600

Program Service Revenue $0

Investment Income $64

Other Revenue $133,556

TOTAL REVENUE $183,220

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $910

Other Expenses $110,190

TOTAL EXPENSES $111,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$183,220	$166,180	+0.1%
Expenses	$111,100	$116,360	0.0%
Net Income	$72,120	$49,820	+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

150

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
Lexie Horner	President	10	Officer	$0	$0	$0
Lindsey Crabbe	1st VP	6	Officer	$0	$0	$0
Kathleen Wernicke	Treasurer	5	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	$183,220	$111,100	$149,570	$72,120