PTA FL CONGRESS ADDISON M ELEMENTARY PTA (EIN 650366846) - 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

1992

Legal Domicile

Principal Officer

Jessica Harrison

Phone

9136456419

Tax Period

2023-07-01 to 2024-06-30

PTA FL CONGRESS ADDISON M ELEMENTARY PTA, founded in 1992, is a small nonprofit in the Education sector that reported $276K in total revenue in fiscal year 2023. Expenses of $263K left a modest 5% surplus.

Mission

CHILD ADVOCACY FOR ENRICHMENT OF THEIR LIVES, PROVIDE EVENTS AND PROGRAMS FOR THE CHILDREN, TEACHERS, AND STAFF THAT ENRICH THEIR LIVES.

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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 $47,733

Program Service Revenue $110,901

Investment Income $94

Other Revenue $116,822

TOTAL REVENUE $275,550

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $211,541

Other Expenses $262,762

TOTAL EXPENSES $262,762

Year-over-Year Comparison

	2023	2022	Change
Revenue	$275,550	$272,800	+0.0%
Expenses	$262,762	$299,130	-0.1%
Net Income	$12,788	$-26,330	-1.5%

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

287

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
Jessica Harrison	President	20.00	Officer	$0	$0	$0
Carrie Silver	Director	5.00	Officer	$0	$0	$0
Kelley Diveto	Vice President	5.00	Officer	$0	$0	$0
Erika Burgos	Vice President	5.00	Officer	$0	$0	$0
Staci Omanson	Treasurer	10.00	Officer	$0	$0	$0
Patty Elder	Secretary	10.00	Officer	$0	$0	$0
LINDSAY WARK	Vice President	5.00	Officer	$0	$0	$0
Tracey O'Brien	Vice President	5.00	Officer	$0	$0	$0
JENNIFER BRACKETT	Vice President	5.00	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	No data	No data	No data	No data
2024	$275,550	$262,762	$141,205	$12,788
2023	$272,800	$299,130	$128,415	$-26,330
2022	$278,921	$284,775	$154,745	$-5,854

PTA FL CONGRESS ADDISON M ELEMENTARY PTA