PTA FL CONGRESS PALMETTO ELEM PTA (EIN 237628498) - 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

1983

Legal Domicile

Principal Officer

MONICA MASE

Tax Period

2023-07-01 to 2024-06-30

PTA FL CONGRESS PALMETTO ELEM PTA, founded in 1983, is a small nonprofit that reported $227K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $67K, a strong 30% operating margin.

Mission

PRIMARY EXEMPT PURPOSE - CHILD ADVOCACY, STUDENT SUPPORT AND FUNDRAISING FOR ELEMENTARY SCHOOL EDUCATIONAL ENRICHMENT.

🔒

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 $88,241

Program Service Revenue $81,950

Investment Income $0

Other Revenue $57,052

TOTAL REVENUE $227,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,978

Other Expenses $160,070

TOTAL EXPENSES $160,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$227,243	$204,158	+0.1%
Expenses	$160,070	$224,231	-0.3%
Net Income	$67,173	$-20,073	-4.3%

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

495

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
VANESSA SILVERMAN	RECORDING SECRETARY	20.00	Officer	$0	$0	$0
BROOKE LAM	TREASURER	30.00	Officer	$0	$0	$0
SARA RACHLIN	TREASURER AT BEGINNING	0.00	Officer	$0	$0	$0
LOREN SILVERMAN	CORRESPONDING SECRETARY	20.00	Officer	$0	$0	$0
ADILIA HEDGES	FOURTH VICE PRESIDENT	10.00	Officer	$0	$0	$0
KARI VIDAL	FIRST VICE PRESIDENT	50.00	Officer	$0	$0	$0
MONICA MASE	PRESIDENT	50.00	Officer	$0	$0	$0
KALI FEINMAN	THIRD VICE PRESIDENT	10.00	Officer	$0	$0	$0
LOURDES CURRAN	SECOND VICE PRESIDENT	15.00	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	No data	No data	No data	No data
2024	$227,243	$160,070	$146,192	$67,173
2023	$204,158	$224,231	$79,019	$-20,073
2022	$170,929	$183,071	$99,092	$-12,142
2019	$123,114	$66,967	$113,733	$56,147
2018	$119,834	$98,401	$57,586	$21,433

PTA FL CONGRESS PALMETTO ELEM PTA