PTA NORTH CAROLINA CONGRESS (EIN 561684370) - 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

1985

Legal Domicile

Principal Officer

LISA PRICE

Phone

9802292838

Tax Period

2022-07-01 to 2023-06-30

PTA NORTH CAROLINA CONGRESS, founded in 1985, is a small nonprofit that reported $160K in total revenue in fiscal year 2022. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $42K, a strong 26% operating margin.

Mission

SUPPORT PTA MISSION - PARENTS SUPPORTING TEACHERS TO ENRICH OUR CHILDREN'S EDUCATIONAL EXPERIENCE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $48,784

Program Service Revenue $0

Investment Income $0

Other Revenue $110,984

TOTAL REVENUE $159,768

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $40,801

Program Expenses $77,406

Other Expenses $77,406

TOTAL EXPENSES $118,207

Year-over-Year Comparison

	2022	2021	Change
Revenue	$159,768	$139,160	+0.1%
Expenses	$118,207	$128,632	-0.1%
Net Income	$41,561	$10,528	+2.9%

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

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 PRICE	PRESIDENT	4	Officer	$0	$0	$0
NICOLE BALLARD	TREASURER	4	Officer	$0	$0	$0
KATIE DAVIDSON	SECRETARY	1	Officer	$0	$0	$0
COLLEEN SEGARRA	VP COMMUNICATIONS	2	Officer	$0	$0	$0
JENNIFER GRIFFIN	VP FUNDRAISING	2	Officer	$0	$0	$0
KELLY REVELS	VP ADVOCACY	1	Officer	$0	$0	$0
MANDY VIGUS	VP SCHOOL SUPPORT	3	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
2023	$159,768	$118,207	$110,204	$41,561

PTA NORTH CAROLINA CONGRESS