PTA Florida Congress Bessey Creek Elementary PTA (EIN 650674409) - 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

1996

Legal Domicile

Principal Officer

Jacqueline St Charles

Tax Period

2023-07-01 to 2024-06-30

PTA Florida Congress Bessey Creek Elementary PTA, founded in 1996, is a small nonprofit that reported $211K in total revenue in fiscal year 2023. Expenses of $238K exceeded revenue, resulting in a 13% operating deficit.

Mission

To make every childs potential a reality by engaging and empowering families to advocate for ALL children.

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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 $2,693

Program Service Revenue $208,091

Investment Income $0

Other Revenue $0

TOTAL REVENUE $210,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $234,445

Other Expenses $237,983

TOTAL EXPENSES $237,983

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,784	N/A	N/A
Expenses	$237,983	N/A	N/A
Net Income	$-27,199	N/A	N/A

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

N/A

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
Carmen Merlin	President	030.00	Director	$0	$0	$0
Jackie St Charles	Treasurer	020.00	Director	$0	$0	$0
Kim Coulter	Secretary	015.00	Director	$0	$0	$0
Leanne Mulvey	VP Membership	005.00	Director	$0	$0	$0
Sarah Godwin	VP Volunteers	002.00	Director	$0	$0	$0
Jen Robson	VP Events	002.00	Director	$0	$0	$0
Stacy Schmit	Principal	N/A	Officer	$0	$0	$0
Dr Justin Sherman	Assistant Principal	N/A	Officer	$0	$0	$0
Holly Rotan	Sponsorship Chair	003.00	Officer	$0	$0	$0
Crystal Fusco	Parent Workshop Chair	002.00	Officer	$0	$0	$0
Morgan Hunter	Butterfly Garden Chair	001.00	Officer	$0	$0	$0
Sarah Argus	Rock/Birthday Chair	001.00	Officer	$0	$0	$0
Brooke Hayes	Room Rep Coordinator	005.00	Officer	$0	$0	$0
Dana Kavouklis	Bank Day Chair	001.00	Officer	$0	$0	$0
Jenna Webb	Banners Chair	002.00	Officer	$0	$0	$0
Tiffany Kalnas	Bank Day Co-Chair	001.00	Officer	$0	$0	$0
Vania Warner and Liz Reynolds	Spirit Wear Co-Chairs	004.00	Officer	$0	$0	$0
Heather Brown Johnnie Nelson Aida S	Fall Fundraiser Chairs	005.00	Officer	$0	$0	$0
Elizabeth Reynolds	Mailroom Chair	001.00	Officer	$0	$0	$0
Krystal Colbert Mari Horwitz	Dance Chairs	001.00	Officer	$0	$0	$0
Candice Owings Nina Lambert	Fall Fest Chairs	001.00	Officer	$0	$0	$0
Jean Sicoli Nicole Kretz	Trunk or Treat Chairs	001.00	Officer	$0	$0	$0
Lindsey Demetres	Sailfish Splash Chair	001.00	Officer	$0	$0	$0
Jason Demetres	Dude Crew	001.00	Officer	$0	$0	$0
Amanda Zlek	Friendsgiving Pot Luck	001.00	Officer	$0	$0	$0
Charlene Roddy Samantha King	Christmas Float Chairs	001.00	Officer	$0	$0	$0
Kristin Avery Candice Owings	GiveBack Nights Chairs	004.00	Officer	$0	$0	$0
Kat Piantioni	Hospitality Chair	004.00	Officer	$0	$0	$0
Nicole Perotti	Hospitality Co-Chair	004.00	Officer	$0	$0	$0
Mrs Hicks	K-2 Teacher Rep	001.00	Officer	$0	$0	$0
Mrs Cummings	3-5 Teacher Rep	001.00	Officer	$0	$0	$0
Jennifer Rasmussen	Thank You Letters	010.00	Officer	$0	$0	$0
Allison Papsidero	Facebook	010.00	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
2024	$210,784	$237,983	$25,829	$-27,199
2024	No data	No data	No data	No data

PTA Florida Congress Bessey Creek Elementary PTA