PTA NORTH CAROLINA CONGRESS

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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

1997

Legal Domicile

Principal Officer

JULIE RICKER

Phone

9199679925

Tax Period

2019-07-01 to 2020-06-30

PTA NORTH CAROLINA CONGRESS, founded in 1997, is a micro nonprofit that reported $56K in total revenue in fiscal year 2019. Revenue decreased 16% compared to the prior year. Expenses of $119K exceeded revenue, resulting in a 112% operating deficit.

Mission

PARENT / TEACHER ORGANIZATION

Program Service Accomplishments

Program 1

Expenses: $13,978

SUPPORTED SCHOOL FACULTY AND STAFF WITH SUPPLIES, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, AND STAFF APPRECIATION PROGRAMS.

Program 2

SUPPORTED SCHOOL INFRASTRUCTURE AND SUPPLY GOALS, INCLUDING PURACHASES OF BOOKS AND TECHNOLOGY.

Program 3

Expenses: $103,371

ENRICHED STUDENT EXPERIENCES THROUGH SUPPORT OF CULTURAL ARTS, LITERACY, AND ACADEMIC EXTRACURRICULAR ACTIVITIES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $49,164

Program Service Revenue $0

Investment Income $0

Other Revenue $7,010

TOTAL REVENUE $56,174

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,349

Other Expenses $119,312

TOTAL EXPENSES $119,312

Year-over-Year Comparison

	2019	2018	Change
Revenue	$56,174	$67,137	-0.2%
Expenses	$119,312	$73,875	+0.6%
Net Income	$-63,138	$-6,738	+8.4%

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

N/A

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
JULIE RICKER	PRESIDENT	N/A	Officer	$0	$0	$0
ASHLEY KELLISH	TREASURER	N/A	Officer	$0	$0	$0
ERIN SMITH	SECRETARY	N/A	Officer	$0	$0	$0
TARA MURPHY	VICE PRESIDE	N/A	Director	$0	$0	$0
AMANDA SCHMIDT	VICE PRESIDE	N/A	Director	$0	$0	$0
JULIE RICKER	VICE PRESIDE	N/A	Director	$0	$0	$0
ASHLEY KELLISH	VICE PRESIDE	N/A	Director	$0	$0	$0
JEN SPARKS	VICE PRESIDE	N/A	Director	$0	$0	$0
WENDY BONINE	VICE PRESIDE	N/A	Director	$0	$0	$0
LAURA DEAN	VICE PRESIDE	N/A	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
2020	$56,174	$119,312	$28,194	$-63,138
2019	$67,137	$73,875	$91,518	$-6,738