PTA OHIO CONGRESS (EIN 341697195) - 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

2012

Legal Domicile

Principal Officer

Tara Haye

Phone

4193452474

Tax Period

2023-07-01 to 2024-06-30

PTA OHIO CONGRESS, founded in 2012, is a small nonprofit that reported $228K in total revenue in fiscal year 2023. Revenue surged 230% from the prior year, signaling strong growth momentum. The organization ran a surplus of $179K, a strong 79% operating margin.

Mission

To promote the collaboration and engagement of families through school events and fundraising opportunities. In 2023, we began fundraising to develop an inclusive and accessible outdoor playground to allow all of our students to play alongside one another.

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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 $154,284

Program Service Revenue $71,680

Investment Income $1,967

Other Revenue $35

TOTAL REVENUE $227,966

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,609

Other Expenses $48,609

TOTAL EXPENSES $48,609

Year-over-Year Comparison

	2023	2022	Change
Revenue	$227,966	$69,148	+2.3%
Expenses	$48,609	$362	+133.3%
Net Income	$179,357	$68,786	+1.6%

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

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
Tara Haye	President	6	Officer	$0	$0	$0
Heather Dunzweiler	Vice President	2	Officer	$0	$0	$0
Ashley Jones	Treasurer	3	Officer	$0	$0	$0
Caitlin Slattery	Secretary	2	Officer	$0	$0	$0
Robin Couch	Staff Appreciation Co-Chair	1	Key Emp	$0	$0	$0
Lea Thomas	Marketing/Social Media Chair	1	Key Emp	$0	$0	$0
Elizabeth Dower	PAWS Pantry Coordinator	1	Key Emp	$0	$0	$0
Lauren Wuellner	Event/Dance Chair	1	Key Emp	$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	$227,966	$48,609	$244,598	$179,357

PTA OHIO CONGRESS