PTA North Carolina Congress Eastover Elementary School PTA (EIN 561281364) - 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

Mary Ladd Reagan

Phone

9803435505

Tax Period

2024-07-01 to 2025-06-30

PTA North Carolina Congress Eastover Elementary School PTA, founded in 2004, is a small nonprofit that reported $215K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $207K left a modest 4% surplus.

Mission

To provide student and school support, enrichment and 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 (2024)

Revenue Breakdown

Contributions & Grants $163,064

Program Service Revenue $5,192

Investment Income $7

Other Revenue $46,750

TOTAL REVENUE $215,013

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,700

Program Expenses $200,654

Other Expenses $206,907

TOTAL EXPENSES $206,907

Year-over-Year Comparison

	2024	2023	Change
Revenue	$215,013	$246,776	-0.1%
Expenses	$206,907	$281,522	-0.3%
Net Income	$8,106	$-34,746	-1.2%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

171

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
Mary Ladd Reagan	President	2.00	Officer Director	$0	$0	$0
Meredith Reininger	Vice President	0.50	Officer Director	$0	$0	$0
Laura Perese	Secretary	3.00	Officer Director	$0	$0	$0
Leah Hackworth	Treasurer	5.00	Officer Director	$0	$0	$0
Thomas Cooper	Audit Chair	0.50	Director	$0	$0	$0
Sarah Richardson	VP Finance	5.00	Director	$0	$0	$0
Lauren Smith	Director	1.00	Director	$0	$0	$0
Erin Worsham	Academics	1.00	Director	$0	$0	$0
Leigh Corso	Director	1.00	Director	$0	$0	$0
Sara Boehm	Director	2.00	Director	$0	$0	$0
Andy Michael	Director	0.50	Director	$0	$0	$0
Martha Runkle	At Large	5.00	Director	$0	$0	$0
Dave Hall	At Large	1.00	Director	$0	$0	$0
Justin Hicks	Director	1.00	Director	$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	$215,013	$206,907	$59,922	$8,106
2024	$246,776	$281,522	$50,976	$-34,746
2023	$211,972	$228,033	$85,722	$-16,061
2022	$221,496	$154,595	$101,783	$66,901
2020	$226,194	$283,192	$98,151	$-56,998
2019	$288,533	$210,227	$155,149	$78,306
2018	$140,924	$140,333	$76,843	$591

PTA North Carolina Congress Eastover Elementary School PTA