PTA ALABAMA CONGRESS (EIN 462894723) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

MEREDITH CHRISTIAN

Phone

3346248111

Tax Period

2019-07-01 to 2020-06-30

PTA ALABAMA CONGRESS, founded in 1975, is a small nonprofit that reported $126K in total revenue in fiscal year 2018. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $189K exceeded revenue, resulting in a 50% operating deficit.

Mission

PROVIDE SUPPORT FOR EDUCATIONAL PROGRAMS AT SOUTHERN ACADEMY. PROMOTE SCHOOL ACTIVITIES THAT HEIGHTEN SCHOOL SPIRIT, ENCOURAGE FAMILY TOGETHERNESS, AND PROMOTE CHARITABLE EFFORTS WITHIN OUR COMMUNITY. ENCOURAGE AND ORGANIZE VOLUNTEER SUPPORT FOR SCHOOL AND PTA PROGRAMS AND EVENTS. CONDUCT PURPOSEFUL FUNDRAISING TO SUPPORT PROGRAMS, EVENTS AND THE INFRASTRUCTURE AT SOUTHERN ACADEMY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $1,492

Program Service Revenue $0

Investment Income $114

Other Revenue $37,105

TOTAL REVENUE $38,711

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,435

Other Expenses $22,069

TOTAL EXPENSES $22,069

Year-over-Year Comparison

	2019	2018	Change
Revenue	$38,711	$126,055	-0.7%
Expenses	$22,069	$188,656	-0.9%
Net Income	$16,642	$-62,601	-1.3%

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
MEREDITH CHRISTIAN	PRESIDENT	N/A	Officer	$0	$0	$0
ASHLEY CLARY	SECRETARY	N/A	Officer	$0	$0	$0
AMBER MITCHELL	TREASURER	N/A	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
2020	$38,711	$22,069	$30,848	$16,642
2019	$126,055	$188,656	$14,206	$-62,601

PTA ALABAMA CONGRESS