PTA NORTH CAROLINA CONGRESS (EIN 550870061) - 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

2004

Legal Domicile

Principal Officer

Maggie Demicco

Phone

9193631391

Tax Period

2020-07-01 to 2021-06-30

PTA NORTH CAROLINA CONGRESS, founded in 2004, is a micro nonprofit that reported $54K in total revenue in fiscal year 2020. The organization ran a surplus of $16K, a strong 30% operating margin.

Mission

The purposes of this local PTA in common with those of National PTA and NCPTA are: a. To promote the welfare of children and youth in home, school, community, and place of worship; b. To raise the standards of home life; c. To secure adequate laws for the care and protection of children and youth; d. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth; e. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social, and spiritual education.

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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 (2020)

Revenue Breakdown

Contributions & Grants $54,342

Program Service Revenue $0

Investment Income $44

Other Revenue $0

TOTAL REVENUE $54,386

Expense Breakdown

Grants Paid $24,230

Salaries & Benefits $0

Fundraising Expenses $6,320

Program Expenses $31,176

Other Expenses $13,191

TOTAL EXPENSES $38,049

Year-over-Year Comparison

	2020	2019	Change
Revenue	$54,386	N/A	N/A
Expenses	$38,049	N/A	N/A
Net Income	$16,337	$0	N/A

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

157

Independent Members

157

Employees

N/A

Volunteers

100

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
Pallavi Paranjape	President	10	Officer	$0	$0	$0
Lauren Brill	Secretary	1	Officer	$0	$0	$0
Julie Hockett	Vice President of Ways & Means	10	Officer	$0	$0	$0
Maggie Demicco	Vice President of Programs	10	Officer	$0	$0	$0
Stephanie Teixeira-Poit	Vice President of Volunteers	2	Officer	$0	$0	$0
Lisa Mead	Vice President of Communication	2	Officer	$0	$0	$0
Amy Brooks	Treasurer	10	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
2021	$54,386	$38,049	$58,981	$16,337

PTA NORTH CAROLINA CONGRESS