PTA TEXAS CONGRESS 4892

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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

2008

Legal Domicile

Principal Officer

CARRA MORONI

Phone

7138675130

Tax Period

2024-07-01 to 2025-06-30

PTA TEXAS CONGRESS 4892, founded in 2008, is a small nonprofit that reported $528K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $85K, a strong 16% operating margin.

Mission

TO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN

Program Service Accomplishments

Program 1

Expenses: $303,197 Revenue: $301,296

THE HELMS AFTER SCHOOL PROGRAM PROVIDES BEFORE AND AFTER SCHOOL CARE ON ALL DAYS DESIGNATED AS REGULAR INSTRUCTION DAYS TO PRE-K THROUGH 5TH GRADE STUDENTS. MEAL SERVICES ARE PROVIDED BEFORE AND...

THE HELMS AFTER SCHOOL PROGRAM PROVIDES BEFORE AND AFTER SCHOOL CARE ON ALL DAYS DESIGNATED AS REGULAR INSTRUCTION DAYS TO PRE-K THROUGH 5TH GRADE STUDENTS. MEAL SERVICES ARE PROVIDED BEFORE AND AFTER SCHOOL. STUDENTS CAN CHOOSE TO PARTICIPATE IN ASSORTED ENRICHMENT ACTIVITIES, INCLUDING ART CLUB, MUSIC, SPORTS, DANCE, CRAFTING, ROBOTICS, AND CULINARY.

Program 2

Expenses: $86,261

HELMS ELEMENTARY PTA SERVES THE ENTIRE SCHOOL COMMUNITY OF OVER 485 STUDENTS AND THEIR FAMILIES. OUR MEMBERSHIP ROLLS INCLUDE 202 INDIVIDUALS, APPROXIMATELY 60 OF WHICH REGULARLY ATTEND MONTHLY...

HELMS ELEMENTARY PTA SERVES THE ENTIRE SCHOOL COMMUNITY OF OVER 485 STUDENTS AND THEIR FAMILIES. OUR MEMBERSHIP ROLLS INCLUDE 202 INDIVIDUALS, APPROXIMATELY 60 OF WHICH REGULARLY ATTEND MONTHLY MEETINGS AND PROVIDE FEEDBACK AND ACCOUNTABILITY TO THE ORGANIZATION. IN ADDITION, HELMS ELEMENTARY PTA PROVIDES COMMUNITY EVENTS THAT ENCOURAGE FAMILIES TO BE INVOLVED IN AND AROUND THE SCHOOL, BUILDING RELATIONSHIPS THAT RESULT IN BETTER ACADEMIC OUTCOMES. WE ENCOURAGE ADVOCACY AT THE LOCAL AND STATE LEVEL TO IMPROVE AND PROTECT PUBLIC EDUCATION AND THE IMMERSION DUAL-LANGUAGE MODEL EDUCATION CURRENTLY AND SUCCESSFULLY IMPLEMENTED AT HELMS ELEMENTARY.

Program 3

Expenses: $38,146

HELMS ELEMENTARY PTA SERVES THE ENTIRE SCHOOL COMMUNITY OF 62 TEACHERS AND STAFF MEMBERS, AS WELL AS THEIR FAMILIES. EXAMPLES OF TEACHER SUPPORT INCLUDE STAFF APPRECIATION, STAFF HOSPITALITY, AND...

HELMS ELEMENTARY PTA SERVES THE ENTIRE SCHOOL COMMUNITY OF 62 TEACHERS AND STAFF MEMBERS, AS WELL AS THEIR FAMILIES. EXAMPLES OF TEACHER SUPPORT INCLUDE STAFF APPRECIATION, STAFF HOSPITALITY, AND TEACHER WISH LISTS.

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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 $92,289

Program Service Revenue $316,001

Investment Income $0

Other Revenue $119,806

TOTAL REVENUE $528,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,350

Fundraising Expenses $9,981

Program Expenses $427,604

Other Expenses $237,523

TOTAL EXPENSES $442,873

Year-over-Year Comparison

	2024	2023	Change
Revenue	$528,096	$399,327	+0.3%
Expenses	$442,873	$338,851	+0.3%
Net Income	$85,223	$60,476	+0.4%

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

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

$2,036

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANTA MONICA MENDOZA	TEACHER REPRESENTATIVE	15.00	Director	$2,036	$0	$2,036
LAURA PLAYER	PARENT REPRESENTATIVE	15.00	Director	$0	$0	$0
LINDA PECHE	HISTORIAN	15.00	Director	$0	$0	$0
MANDI WILDER	2ND VICE PRESIDENT - MEMBERSHIP	15.00	Officer	$0	$0	$0
BETTYE HOBBS	TREASURER	15.00	Officer	$0	$0	$0
CAT KROBATH	SECRETARY	15.00	Officer	$0	$0	$0
CARRA MORONI	5TH VICE PRESIDENT - OUTDOOR SPACES	15.00	Officer	$0	$0	$0
NICOLE FURHMANN	1ST VICE PRESIDENT - PROGRAMS	15.00	Officer	$0	$0	$0
MAGGIE STROBEL	PRESIDENT	15.00	Officer	$0	$0	$0
STEPHANIE PRETORIUS	3RD VICE PRESIDENT - FUNDRAISING	15.00	Officer	$0	$0	$0
KRISTI P BEDFORD	4TH VICE PRESIDENT - COMMUNICATIONS	15.00	Officer	$0	$0	$0
JAQUI VELASQUEZ	PARLIMENTARIAN	15.00	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	$528,096	$442,873	$187,995	$85,223
2024	$399,327	$338,851	$115,773	$60,476
2023	$275,956	$264,787	$67,189	$11,169