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

2017

Legal Domicile

Principal Officer

AJ Melnikas

Phone

6177770405

Tax Period

2024-07-01 to 2025-06-30

PTA NORTH CAROLINA CONGRESS, founded in 2017, is a micro nonprofit that reported $71K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $69K left a modest 3% surplus.

Mission

PTA Support for Elementary Education

Program Service Accomplishments

Program 1

Expenses: $31,035 Revenue: $0

Instructional and classroom discretionary funds allocated to teachers and staff to augment instructional resources

Program 2

Expenses: $17,598 Revenue: $0

Staff support with funds allocated to hospitality, professional development, administrator resources, and stipends to support various duties and activities.

Program 3

Expenses: $10,353 Revenue: $0

Student welfare: funds to provide educational enrichment activities administered by staff and volunteers, health and safety programs and support.

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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 $71,497

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $71,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,339

Other Expenses $69,339

TOTAL EXPENSES $69,339

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,497	$54,539	+0.3%
Expenses	$69,339	$73,869	-0.1%
Net Income	$2,158	$-19,330	-1.1%

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

112

Independent Members

112

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
Fernanda Ortiz	President	3	Officer	$0	$0	$0
Michelle Walker	Secretary	3	Officer	$0	$0	$0
Benjamin Klein	Treasurer	3	Officer	$0	$0	$0
Gabrielle Treves-Kagan	Vice President	3	Officer	$0	$0	$0
KC Haysmith	Vice President	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
2025	$71,497	$69,339	$15,670	$2,158
2024	$54,539	$73,869	$13,512	$-19,330