PTA OHIO CONGRESS (EIN 237253266) - 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

1952

Legal Domicile

Principal Officer

Georgette Weatherspoon

Phone

2169056915

Tax Period

2024-07-01 to 2025-06-30

PTA OHIO CONGRESS, founded in 1952, is a micro nonprofit that reported $13K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $15K exceeded revenue, resulting in a 21% operating deficit.

Mission

Parent Teacher Association overseeing PTA units in the Berea City School 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $12,534

Other Revenue $0

TOTAL REVENUE $12,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $15,152

TOTAL EXPENSES $15,152

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,534	$19,378	-0.4%
Expenses	$15,152	$20,730	-0.3%
Net Income	$-2,618	$-1,352	+0.9%

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

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
Matrice Perry	President	2.00	Officer	$0	$0	$0
Kristen Kreuzer	Secretary	1.00	Officer	$0	$0	$0
Rebecca Conroy	Treasurer	1.00	Officer	$0	$0	$0
Shannon Stevens	Vice President	1.00	Officer	$0	$0	$0
Kari Novak	Vice President	1.00	Officer	$0	$0	$0
Michelle Snyder	Vice President	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	$12,534	$15,152	$665,402	$-2,618
2024	$19,378	$20,730	$668,020	$-1,352
2023	$88,181	$77,694	$669,372	$10,487
2022	$60,288	$41,138	$588,334	$19,150
2021	$18,452	$27,224	$569,184	$-8,772
2020	$51,541	$22,267	$591,814	$29,274
2019	$-9,175	$15,755	$562,540	$-24,930

PTA OHIO CONGRESS