PTA Texas Congress - MWE (EIN 746086229) - 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

1964

Legal Domicile

Principal Officer

Lora Shook

Phone

7132516200

Tax Period

2024-06-01 to 2025-05-31

PTA Texas Congress - MWE, founded in 1964, is a small nonprofit that reported $492K in total revenue in fiscal year 2024. Revenue surged 119% from the prior year, signaling strong growth momentum. The organization ran a surplus of $218K, a strong 44% operating margin.

Mission

Elementary school PTA supporting education and development of students

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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 $127,724

Program Service Revenue $0

Investment Income $6,805

Other Revenue $357,943

TOTAL REVENUE $492,472

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $265,080

Other Expenses $272,905

TOTAL EXPENSES $274,405

Year-over-Year Comparison

	2024	2023	Change
Revenue	$492,472	$224,715	+1.2%
Expenses	$274,405	$259,053	+0.1%
Net Income	$218,067	$-34,338	-7.4%

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

431

Independent Members

431

Employees

N/A

Volunteers

200

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
Kellie Northington	President	15.00	Officer	$0	$0	$0
Lora Shook	Treasurer	12.00	Officer	$0	$0	$0
Leah Brown	Secretary	3.00	Officer	$0	$0	$0
Billie Ann Sweeney	Communications	5.00	Officer	$0	$0	$0
Lauren Miller	Membership	2.00	Officer	$0	$0	$0
Jordan Bohrer	Community Relations	2.00	Officer	$0	$0	$0
Jennifer Shaife	VP Ways & Means	4.00	Officer	$0	$0	$0
Lindsey O'Conor	Parliamentarian	4.00	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	$492,472	$274,405	$852,802	$218,067
2024	$224,715	$259,053	$633,864	$-34,338
2023	$324,017	$116,232	$666,920	$207,785
2022	$369,681	$82,482	$458,774	$287,199
2019	$188,286	$264,601	$75,382	$-76,315

PTA Texas Congress - MWE