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

1975

Legal Domicile

Principal Officer

Lisa Simmons

Phone

4699396815

Tax Period

2024-07-01 to 2025-06-30

PTA TEXAS CONGRESS, founded in 1975, is a small nonprofit that reported $173K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $213K exceeded revenue, resulting in a 23% operating deficit.

Mission

The mission of the Brentfield Elementary PTA is to promote the welfare of children and youth in their homes, schools and communities through the collaboration of parents, teachers, school administration and the public on various programs, committees, conferences and projects.

Program Service Accomplishments

Program 1

Expenses: $212,519 Revenue: $81,367

A) Direct Classroom Support (through the purchase of educational technologies such as One Book One Brentfield, through our LEAD fund [special fund for teachers to make specific requests for...

A) Direct Classroom Support (through the purchase of educational technologies such as One Book One Brentfield, through our LEAD fund [special fund for teachers to make specific requests for materials] and through our Library fund which provides new books to our library on a regular basis for student use) B) Teacher and Staff Support (through paid continuing education workshops, salary payment of substitute teachers so teachers may perform parent conferences during the school day vs in the evening or not at all, twice monthly snack, breakfast or luncheon events, holiday gifts, birthday gifts and the supply of two room parents to assist each teacher with field trips, celebrations and weekly filing projects) C) Community Building Events (through our Carnival, Buddy Fun (Field) Day, Multicultural Night, STEM Day, Red Ribbon Week, Arts in Education competition and ceremony, Family Fun Night and various educational speaker events), Social Dances, After-School Programs D) Sister School Support - Dobie Elementary (through school supply drives, coat drives, holiday toy drives, reading buddy program, teacher appreciation luncheons and special requests as needed throughout the year) E) District Support (through staffing the District's Clothes Closet and Used Book Fair as well as cash contributions to the car seat and scholarship funds)

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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 $58,709

Program Service Revenue $0

Investment Income $0

Other Revenue $113,852

TOTAL REVENUE $172,561

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $212,519

Other Expenses $212,519

TOTAL EXPENSES $212,519

Year-over-Year Comparison

	2024	2023	Change
Revenue	$172,561	$216,544	-0.2%
Expenses	$212,519	$219,279	0.0%
Net Income	$-39,958	$-2,735	+13.6%

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

120

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
Lisa Simmons	President	10	Officer	$0	$0	$0
Krisha Sears	6th VP of Volunteers	1	Officer	$0	$0	$0
Sarah Ritsema	Recording Secretary	1	Officer	$0	$0	$0
Julie Sutker	Treasurer	5	Officer	$0	$0	$0
Beth Bedell	Parliamentarian	1	Officer	$0	$0	$0
Tyler McKelvy	2nd VP - Programs	1	Officer	$0	$0	$0
MariaElena Eick	3rd VP of Membership	1	Officer	$0	$0	$0
Lauren Horn	4th VP of Fundraising	2	Officer	$0	$0	$0
Regan Jackson	5th VP of Spirit Wear	2	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	$172,561	$212,519	$121,121	$-39,958
2024	$216,544	$219,279	$158,344	$-2,735
2023	$197,345	$200,310	$161,079	$-2,965
2022	$239,579	$155,701	$164,044	$83,878
2021	$117,124	$152,404	$80,166	$-35,280
2020	$112,861	$89,977	$115,446	$22,884
2019	$282,961	$242,579	$92,562	$40,382