PTA OKLAHOMA CONGRESS NICHOLS HILLS ELEMENTARY PTA (EIN 731448075) - 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

2005

Legal Domicile

Phone

4058265800

Tax Period

2024-07-01 to 2025-06-30

PTA OKLAHOMA CONGRESS NICHOLS HILLS ELEMENTARY PTA, founded in 2005, is a micro nonprofit that reported $89K in total revenue in fiscal year 2024. Expenses of $81K left a modest 9% surplus.

Mission

TO PROVIDE ASSISTANCE TO NICHOLS HILLS ELEMENTARY SCHOOL. THE ENTITY PROVIDES VARIOUS TYPES OF ASSISTANCE TO THE ELEMENTARY SCHOOL WHICH SUPPLEMENTS AMOUNTS PROVIDED BY THE STATE OF OKLAHOMA AND CITY OF OKLAHOMA CITY. THIS INCLUDES FIELD TRIPS, PLAYGROUND EQUIPMENT, BOOKFAIRS, CLASSROOM ENRICHMENT, DRAMA, CHOIR, ART, LIBRARY, MUSIC, PE PROGRAMS AND GRADUATION.

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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 $1,515

Program Service Revenue $75,221

Investment Income $0

Other Revenue $11,951

TOTAL REVENUE $88,687

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,015

Fundraising Expenses $0

Program Expenses $48,612

Other Expenses $40,917

TOTAL EXPENSES $80,932

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,687	$82,684	+0.1%
Expenses	$80,932	$78,278	+0.0%
Net Income	$7,755	$4,406	+0.8%

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

Volunteers

240

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
BETH BURKHART	Treasurer	10.00	Officer	$0	$0	$0
ALICIA CLARK	Vice President	10.00	Officer	$0	$0	$0
AUDREY GAUTHE	President	10.00	Officer	$0	$0	$0
OLA ROBINSON	Secretary	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	$88,687	$80,932	$95,216	$7,755
2024	$82,684	$78,278	$87,461	$4,406
2023	$41,624	$71,305	$83,055	$-29,681
2022	$39,290	$70,335	$112,736	$-31,045
2021	$578	$54,747	$143,781	$-54,169
2020	$70,811	$95,184	$197,950	$-24,373
2019	$103,718	$95,161	$222,323	$8,557

PTA OKLAHOMA CONGRESS NICHOLS HILLS ELEMENTARY PTA