PTA TEXAS CONGRESS

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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

2016

Legal Domicile

Principal Officer

Sarah McLeod

Phone

2812343800

Tax Period

2024-07-01 to 2025-06-30

PTA TEXAS CONGRESS, founded in 2016, is a small nonprofit that reported $153K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $29K, a strong 19% operating margin.

Mission

EDUCATIONAL/CHARITABLE

Program Service Accomplishments

Program 1

Expenses: $60,155 Revenue: $8,720

PROGRAMS FOR STUDENTS, TEACHERS AND PARENTS SUCH AS GUEST SPEAKERS, INTERNATIONAL FESTIVAL, RED RIBBON WEEK AND PARENT/CHILD EVENTS THAT BENEFIT 1,000 STUDENTS, 120 STAFF MEMBERS AND 2,000 PARENTS.

Program 2

Expenses: $20,255 Revenue: $0

VOLUNTEERS AND STAFF HOSPITALITY AND CLASSROOM CELEBRATIONS SUPPORTING ALL VOLUNTEER PROGRAMS, PROVIDING FOR APPRECIATION EVENTS FOR STAFF THROUGHOUT THE YEAR BENEFITING 1,000 STUDENTS, 120 STAFF AND...

Program 3

Expenses: $27,053 Revenue: $0

TEACHER AND STUDENT GRANTS PROVIDING STAFF TRAINING, LIBRARY PROGRAMS AND TEACHING MATERIALS BENEFITING 1,000 STUDENTS, 120 STAFF AND 2,000 PARENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $30,298

Program Service Revenue $25,356

Investment Income $0

Other Revenue $97,842

TOTAL REVENUE $153,496

Expense Breakdown

Grants Paid $27,053

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $124,225

Other Expenses $97,172

TOTAL EXPENSES $124,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$153,496	$133,084	+0.2%
Expenses	$124,225	$151,487	-0.2%
Net Income	$29,271	$-18,403	-2.6%

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

200

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
Sarah McLeod	PRESIDENT	20	Officer	$0	$0	$0
Lindsey Rock	PRESIDENT - ELECT	20	Officer	$0	$0	$0
Chantelle Streck	VP OF FUNDRAISING	20	Officer	$0	$0	$0
Jessica Mahdi	VP OF MEMBERSHIP	20	Officer	$0	$0	$0
Kimberly Wilhelm	VP OF PROGRAMS	20	Officer	$0	$0	$0
Jennifor Ron	VIPS	20	Officer	$0	$0	$0
Brittany Klebanowski	VP OF COMMUNICATIONS	20	Officer	$0	$0	$0
Minal Banthiya	TREASURER	20	Officer	$0	$0	$0
Molly Tupper	SECRETARY	20	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	$153,496	$124,225	$68,058	$29,271
2024	$133,084	$151,487	$38,787	$-18,403
2023	$188,852	$171,834	$56,574	$17,018
2022	$210,549	$229,983	$38,553	$-19,434