PTA OKLAHOMA CONGRESS (EIN 731407756) - 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

1971

Legal Domicile

Principal Officer

Elizabeth Bernard

Phone

9187469100

Tax Period

2024-07-01 to 2025-06-30

PTA OKLAHOMA CONGRESS, founded in 1971, is a small nonprofit that reported $207K in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum.

Mission

SUPPORT STAFF AND STUDENTS OF EISENHOWER INTERNATIONAL 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 $206,959

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $206,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $223,290

Other Expenses $209,940

TOTAL EXPENSES $223,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,959	$129,235	+0.6%
Expenses	$223,290	$118,601	+0.9%
Net Income	$-16,331	$10,634	-2.5%

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

558

Independent Members

N/A

Employees

N/A

Volunteers

558

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
Elizabeth Bernard	PRESIDENT	20	Officer	$0	$0	$0
Ashley Marsh	VP COMMUNICATIONS	5	Officer	$0	$0	$0
Tara Norris	VP VOLUNTEERS	5	Officer	$0	$0	$0
Tiffany Light	SECRETARY	2	Officer	$0	$0	$0
Heather McIntosh	TREASURER	5	Officer	$0	$0	$0
KC Wood	ASST TREASURER	2	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	$206,959	$223,290	$192,084	$-16,331

PTA OKLAHOMA CONGRESS