PTA NORTH CAROLINA CONGRESS (EIN 561397002) - 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

2014

Legal Domicile

Principal Officer

HEATHER BUCKELEW

Phone

7046347465

Tax Period

2018-07-01 to 2019-06-30

PTA NORTH CAROLINA CONGRESS, founded in 2014, is a small nonprofit that reported $202K in total revenue in fiscal year 2018. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 16% operating margin.

Mission

SUPPORT EDUCATIONAL SUPPLIES & PROGRAMS

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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 (2018)

Revenue Breakdown

Contributions & Grants $202,407

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $202,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $114,228

Program Expenses $49,273

Other Expenses $169,816

TOTAL EXPENSES $169,816

Year-over-Year Comparison

	2018	2017	Change
Revenue	$202,407	$107,883	+0.9%
Expenses	$169,816	$103,711	+0.6%
Net Income	$32,591	$4,172	+6.8%

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

N/A

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
DIANA DRAKE CLOWERS	PRESIDENT	20.00	Officer	$0	$0	$0
SHANNON MCGILL	VICE PRESIDENT	5.00	Officer	$0	$0	$0
HEATHER BUCKELEW	TREASURER	20.00	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
2019	$202,407	$169,816	$56,138	$32,591

PTA NORTH CAROLINA CONGRESS