PTA North Carolina Congress Cotswold School (EIN 561684471) - 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

LINDA KROHA

Phone

9803436720

Tax Period

2017-07-01 to 2018-06-30

PTA North Carolina Congress Cotswold School, founded in 1985, is a small nonprofit that reported $198K in total revenue in fiscal year 2017. Revenue decreased 8% compared to the prior year.

Mission

CHILDRENS EDUCATION AND ADVOCACY BY PROMOTING THE PUBLIC SCHOOL EDUCATION OF STUDENTS AND ENHANCING THE ABILITIES OF TEACHERS THROUGH INCREASED

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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 (2017)

Revenue Breakdown

Contributions & Grants $198,285

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $198,285

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $125,706

Program Expenses $84,026

Other Expenses $213,881

TOTAL EXPENSES $213,881

Year-over-Year Comparison

	2017	2016	Change
Revenue	$198,285	$214,752	-0.1%
Expenses	$213,881	$220,385	0.0%
Net Income	$-15,596	$-5,633	+1.8%

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

300

Independent Members

N/A

Employees

N/A

Volunteers

125

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
ALI HOCE	President	3.00	Officer	$0	$0	$0
JODY PARA	Vice President	3.00	Officer	$0	$0	$0
LINDA KROHA	Treasurer	3.00	Officer	$0	$0	$0
AMANDA PRICE	VP Admin Support	2.00	Officer	$0	$0	$0
TINA PURDY	VP Enrichment	2.00	Officer	$0	$0	$0
ELIZABEHT HOUSE	VP Events	2.00	Officer	$0	$0	$0
ALISON DAWSON	VP Fundraising	3.00	Director	$0	$0	$0
ALLISON TENNENT	VP Marketing/Comm	3.00	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
2018	$198,285	$213,881	$35,666	$-15,596

PTA North Carolina Congress Cotswold School