PTA Texas Congress-Memorial Middle… - Form 990 Financial Data

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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

Legal Domicile

Principal Officer

Bridgette Bilski

Phone

7132513900

Tax Period

2024-07-01 to 2025-06-30

PTA Texas Congress-Memorial Middle 5064 Memorial Middle School is a small nonprofit in the Education sector that reported $171K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

Advocate - Parent Teacher Association

Program Service Accomplishments

Program 1

Expenses: $159,023

The Memorial Middle School PTA supports Memorial Middle School with its fundraising and community building activities. The PTA's primary sponsored event is the Write A Check Fundraiser and it also...

The Memorial Middle School PTA supports Memorial Middle School with its fundraising and community building activities. The PTA's primary sponsored event is the Write A Check Fundraiser and it also sponsors many other school activities, improvements, training programs and events for the benefit of the school's approximately 1,300 students and over 100 faculty members.

Program 2

Expenses: $2,500

Fund improvements to various beautification projects and school grounds.

Program 3

Expenses: $2,408

Purchase of agenda books for student use.

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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 $158,031

Program Service Revenue $0

Investment Income $24

Other Revenue $12,784

TOTAL REVENUE $170,839

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $160,678

Other Expenses $170,064

TOTAL EXPENSES $170,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$170,839	$141,636	+0.2%
Expenses	$170,064	$141,708	+0.2%
Net Income	$775	$-72	-11.8%

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

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
Bridgette Bilski	Parliamentarian	2.00	Officer	$0	$0	$0
Lauren Walker	1st VP Programs	2.00	Officer	$0	$0	$0
Lisa Freeman	2ndVP Directory	2.00	Officer	$0	$0	$0
Wendy Swantkowski	President	2.00	Officer	$0	$0	$0
Mary Louise Berry	Secretary	2.00	Officer	$0	$0	$0
Carrie Powers	Treasurer	2.00	Officer	$0	$0	$0
Melissa Hawthorne	3rdVPMembership	2.00	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	$170,839	$170,064	$84,720	$775
2024	$141,636	$141,708	$83,945	$-72
2022	$130,252	$135,067	$94,303	$-4,815
2021	$124,542	$121,924	$99,118	$2,618
2020	$155,186	$190,015	$96,500	$-34,829
2019	$151,501	$196,838	$131,329	$-45,337

PTA Texas Congress-Memorial Middle 5064 Memorial Middle School