PTA ARIZONA CONGRESS OF PARENTS AND TEACHERS INC

EIN: 463931690 501(c)(3)

SURPRISE, AZ

Total Revenue
$328,058
Total Expenses
$317,882
Total Assets
$92,189
Net Assets
$92,189
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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
2013
Legal Domicile
AZ
Principal Officer
Jason Lobmeyer
Phone
6235238000
Tax Period
2024-07-01 to 2025-06-30

PTA ARIZONA CONGRESS OF PARENTS AND TEACHERS INC, founded in 2013, is a small nonprofit that reported $328K in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. Expenses of $318K left a modest 3% surplus.

Mission

THE WILLOW CANYON HIGH SCHOOL PTSA PROGRAMS SUPPORT STUDENTS, ATHLETICS, ACTIVITIES, AND FACULTY. WE SERVE 400 ATHLETES AND A TOTAL OF 2000 STUDENTS ON CAMPUS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $328,058
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $328,058

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $317,882
Other Expenses $317,882
TOTAL EXPENSES $317,882

Year-over-Year Comparison

2024 2023 Change
Revenue $328,058 $181,218 +0.8%
Expenses $317,882 $182,628 +0.7%
Net Income $10,176 $-1,410 -8.2%
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
55

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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JASON LOBMEYER PRESIDENT 4
Officer
$0 $0 $0
CHERYL GOSNELL TREASURER 4
Officer
$0 $0 $0
KORI GRAHAM SECRETARY 1
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 $328,058 $317,882 $92,189 $10,176
2020 $228,562 $236,409 $70,612 $-7,847
2019 $246,004 $233,389 $112,613 $12,615
2018 $270,423 $233,152 $116,305 $37,271
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