PTA GEORGIA CONGRESS - King Springs ES PTA (EIN 586072307) - 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

1998

Legal Domicile

Principal Officer

Travis Schulz

Phone

6788426944

Tax Period

2023-07-01 to 2024-06-30

PTA GEORGIA CONGRESS - King Springs ES PTA, founded in 1998, is a small nonprofit that reported $186K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $218K exceeded revenue, resulting in a 18% operating deficit.

Mission

To make every child's potential a reality by engaging and empowering families and communities to advocate for all children. PTA Values. Collaboration: We work in partnership with a wide array of individuals and organizations to accomplish our agreed-upon goals.

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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 (2023)

Revenue Breakdown

Contributions & Grants $176,214

Program Service Revenue $28,098

Investment Income $0

Other Revenue $-18,769

TOTAL REVENUE $185,543

Expense Breakdown

Grants Paid $2,741

Salaries & Benefits $0

Fundraising Expenses $131,503

Program Expenses $84,862

Other Expenses $215,304

TOTAL EXPENSES $218,045

Year-over-Year Comparison

	2023	2022	Change
Revenue	$185,543	$205,681	-0.1%
Expenses	$218,045	$159,246	+0.4%
Net Income	$-32,502	$46,435	-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

350

Independent Members

350

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
Lindsey Davis	President	10	Officer	$0	$0	$0
Madilynn Beck	Co-President	10	Officer	$0	$0	$0
Kate Sullivan	Vice President	10	Officer	$0	$0	$0
Lisa Shuping	Vice President	10	Officer	$0	$0	$0
Maria Hanson	Vice President	10	Officer	$0	$0	$0
Sheena Stransky	Vice President	10	Officer	$0	$0	$0
Tina Osbon	Vice President	10	Officer	$0	$0	$0
Hilary Waldo	Secretary	10	Officer	$0	$0	$0
Christina Schmitt	Treasurer - Outgoing	10	Officer	$0	$0	$0
Travis Schulz	Treasurer - Incoming	10	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
2024	$185,543	$218,045	$60,329	$-32,502
2023	$205,681	$159,246	$92,831	$46,435
2022	$177,329	$187,753	$46,396	$-10,424

PTA GEORGIA CONGRESS - King Springs ES PTA