PTA MISSOURI CONGRESSBLUE JAY NATION PTSA (EIN 237304172) - 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

1970

Legal Domicile

Principal Officer

TROY SHEELEY

Phone

8167365340

Tax Period

2023-07-01 to 2024-06-30

PTA MISSOURI CONGRESSBLUE JAY NATION PTSA, founded in 1970, is a small nonprofit that reported $368K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $332K left a modest 10% surplus.

Mission

TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL AND COMMUNITY

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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 (2023)

Revenue Breakdown

Contributions & Grants $367,745

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $367,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $328,915

Other Expenses $332,203

TOTAL EXPENSES $332,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$367,745	$443,948	-0.2%
Expenses	$332,203	$423,297	-0.2%
Net Income	$35,542	$20,651	+0.7%

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

844

Independent Members

844

Employees

N/A

Volunteers

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
TROY SHEELEY	PRESIDENT	1.50	Officer Director	$0	$0	$0
MARTI BLAINE	VP MEMBERSHIP	1.50	Officer Director	$0	$0	$0
GOLDIE KOENIG	VP ATHLETICS	1.00	Officer Director	$0	$0	$0
SHEA HENDERSON	VP FINE ARTS	0.50	Officer Director	$0	$0	$0
JEANNIE KENYON	TREASURER	3.00	Officer Director	$0	$0	$0
JODY MAGERA	RECORDING SECRETARY	0.50	Officer Director	$0	$0	$0
ASHLIE HAND	CORRESPONDING SECRETARY	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	No data	No data	No data	No data
2024	$367,745	$332,203	$248,326	$35,542
2023	$443,948	$423,297	$212,784	$20,651
2022	$408,883	$443,673	$184,579	$-34,790
2021	$283,469	$246,011	$214,970	$37,458
2020	$225,660	$193,308	$177,512	$32,352
2019	$350,350	$415,345	$143,743	$-64,995
2018	$558,315	$548,421	$216,502	$9,894

PTA MISSOURI CONGRESSBLUE JAY NATION PTSA