PTA FLORIDA CONGRESS PARK TRAILS ELEMENTARY PTA (EIN 651114001) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

AMRIT MANN

Phone

9176010564

Tax Period

2024-07-01 to 2025-06-30

PTA FLORIDA CONGRESS PARK TRAILS ELEMENTARY PTA, founded in 2005, is a small nonprofit that reported $152K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $212K exceeded revenue, resulting in a 40% operating deficit.

Mission

THE PTAS GOAL IS TO WORK WITH STAFF, STUDENTS AND PARENTS TO ACHIEVE AND MAINTAIN EDUCATIONAL EXCELLENCE FOR THE CHILDREN. THE ORGANIZATION PROVIDES EDUCATIONAL ENHANCEMENT FOR OVER 1,000 STUDENTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $151,855

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $151,855

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $66,391

Program Expenses $141,093

Other Expenses $212,161

TOTAL EXPENSES $212,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$151,855	$248,825	-0.4%
Expenses	$212,161	$226,219	-0.1%
Net Income	$-60,306	$22,606	-3.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
LINDSEY LAZOWICK	PRES	10.00	Officer	$0	$0	$0
STEPHANIE KATZ	TREAS	10.00	Officer	$0	$0	$0
MONIKA STEINBERG	RECORD SEC	10.00	Officer	$0	$0	$0
LISA REAS	CORR SECRETARY	10.00	Officer	$0	$0	$0
INNA NEGINSKY	VP COMPLIANCE	10.00	Officer	$0	$0	$0
MARCUS BICKLER	VP CULTURE	10.00	Officer	$0	$0	$0
LIT ULLMANN	VP	10.00	Officer	$0	$0	$0
MEENA VALLIAPPAN	VP STEAM LAB	N/A	Officer	$0	$0	$0
ANNELISE JOSEPH	VP TECH	N/A	Officer	$0	$0	$0
LISA MENDOSA	VP BOOK FAIR	N/A	Officer	$0	$0	$0
COLLEEN HULL	PRES ASST	N/A	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	$151,855	$212,161	$73,725	$-60,306
2023	$288,140	$240,870	No data	$47,270
2022	$240,033	$189,249	No data	$50,784
2021	$48,663	$44,394	No data	$4,269
2020	$215,550	$218,714	No data	$-3,164
2019	$237,663	$264,307	No data	$-26,644
2018	$208,673	$214,295	No data	$-5,622

PTA FLORIDA CONGRESS PARK TRAILS ELEMENTARY PTA