PTA FLORIDA CONGRESS COMMUNITY CALUSA ELEMENTARY (EIN 650008242) - 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

1987

Legal Domicile

Principal Officer

ERICA LEVINSON

Phone

5619897500

Tax Period

2024-07-01 to 2025-06-30

PTA FLORIDA CONGRESS COMMUNITY CALUSA ELEMENTARY, founded in 1987, is a small nonprofit that reported $128K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $195K exceeded revenue, resulting in a 52% operating deficit.

Mission

TO PROVIDE SUPPORT TO FACULTY AND STUDENTS OF CALUSA ELEMENTARY SCHOOL.

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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 $125,757

Program Service Revenue $0

Investment Income $1

Other Revenue $2,365

TOTAL REVENUE $128,123

Expense Breakdown

Grants Paid $178,225

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $185,458

Other Expenses $16,482

TOTAL EXPENSES $194,707

Year-over-Year Comparison

	2024	2023	Change
Revenue	$128,123	$142,659	-0.1%
Expenses	$194,707	$66,755	+1.9%
Net Income	$-66,584	$75,904	-1.9%

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
TRACI RUBEN	PRESIDENT	15.00	Officer Director	$0	$0	$0
NATALYA SKLAR	VICE PRESIDE	15.00	Officer Director	$0	$0	$0
LINDSAY PERELMAN	VICE PRESIDE	15.00	Officer Director	$0	$0	$0
ASHELY SCHACHTER	VICE PRESIDE	15.00	Officer Director	$0	$0	$0
MONICA BABER	VICE PRESIDE	15.00	Officer Director	$0	$0	$0
SARA HYMAN	SECRETARY	15.00	Officer Director	$0	$0	$0
ERICA LEVINSON	TREASURER	15.00	Officer 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
2025	$128,123	$194,707	$68,385	$-66,584
2024	$142,659	$66,755	$134,969	$75,904
2023	$119,004	$132,302	$59,065	$-13,298

PTA FLORIDA CONGRESS COMMUNITY CALUSA ELEMENTARY