PTA GEORGIA CONGRESS Roswell North Elementary School PTA (EIN 581906221) - 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

1963

Legal Domicile

Principal Officer

Megan Johnson

Phone

4702546320

Tax Period

2024-07-01 to 2025-06-30

PTA GEORGIA CONGRESS Roswell North Elementary School PTA, founded in 1963, is a small nonprofit that reported $163K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 17% operating margin.

Mission

To support elementary school initiatives.

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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 $37,737

Program Service Revenue $40,733

Investment Income $0

Other Revenue $84,896

TOTAL REVENUE $163,366

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,341

Other Expenses $135,443

TOTAL EXPENSES $135,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,366	$135,946	+0.2%
Expenses	$135,443	$174,303	-0.2%
Net Income	$27,923	$-38,357	-1.7%

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

400

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
Jennifer Clutter	Co-President	20	Officer	$0	$0	$0
Megan Johnson	Co-President	20	Officer	$0	$0	$0
Tiffany Padilla	Treasurer	10	Officer	$0	$0	$0
Mike Lionbarger	VP Family Engagement	4	Officer	$0	$0	$0
Samantha Vince	VP Communications	4	Officer	$0	$0	$0
Kim Wagoner	VP School Support	4	Officer	$0	$0	$0
Stephanie Foulds	VP Ways and Means	4	Officer	$0	$0	$0
Alfonso Teves	Secretary	2	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	$163,366	$135,443	$59,199	$27,923
2024	$135,946	$174,303	$31,276	$-38,357

PTA GEORGIA CONGRESS Roswell North Elementary School PTA