PTA FLORIDA CONGRESS MIAMI BEACH SENIOR HIGH (EIN 237628528) - 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

1934

Legal Domicile

Phone

3055324515

Tax Period

2023-07-01 to 2024-06-30

PTA FLORIDA CONGRESS MIAMI BEACH SENIOR HIGH, founded in 1934, is a small nonprofit that reported $148K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $24K, a strong 16% operating margin.

Mission

THE MISSION IS TO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN.

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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 $5,171

Program Service Revenue $0

Investment Income $0

Other Revenue $142,822

TOTAL REVENUE $147,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,747

Other Expenses $124,364

TOTAL EXPENSES $124,364

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,993	$161,493	-0.1%
Expenses	$124,364	$194,122	-0.4%
Net Income	$23,629	$-32,629	-1.7%

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

Independent Members

N/A

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
JULIE BANNER	PRESIDENT	20.00	Officer	$0	$0	$0
MONICA SALINAS	VP ADVOCACY	1.00	Officer	$0	$0	$0
PATTY COHEN	VP MEMBERSHIP	1.00	Officer	$0	$0	$0
EVIE FERNANDEZ	VP UNIFORM STORE	5.00	Officer	$0	$0	$0
RACHEL WEISSMAN	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
JOSIE WOOD	CORRESPONDING SECRETARY	1.00	Officer	$0	$0	$0
LESLAIE TOBIN	TREASURER	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	$147,993	$124,364	$132,075	$23,629
2023	$161,493	$194,122	$108,446	$-32,629
2022	$175,977	$217,639	$141,075	$-41,662
2021	$86,852	$99,469	$167,592	$-12,617
2020	$469,043	$407,700	$180,209	$61,343
2019	$161,671	$160,557	$118,866	$1,114

PTA FLORIDA CONGRESS MIAMI BEACH SENIOR HIGH