PTA 5124 Oak Forest Elementary Tex… - 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

Formation Year

1965

Legal Domicile

Phone

7136132536

Tax Period

2024-06-01 to 2025-05-31

PTA 5124 Oak Forest Elementary Texas Congress, founded in 1965, is a small nonprofit that reported $783K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 22% operating margin.

Mission

To provide educational support to the children of Oak Forest Elementary

Program Service Accomplishments

Program 1

Expenses: $79,265

To provide funding for a sport court for the benefit of students at Oak Forest Elementary.

Program 2

Expenses: $75,453

To provide funding for updated playground and equipment for the benefit of students at Oak Forest Elementary.

Program 3

Expenses: $45,942

To provide funding for miscellaneous classroom enhancement projects for the benefit of students at Oak Forest Elementary.

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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 $168,029

Program Service Revenue $0

Investment Income $0

Other Revenue $614,967

TOTAL REVENUE $782,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $42,013

Program Expenses $517,458

Other Expenses $569,576

TOTAL EXPENSES $611,589

Year-over-Year Comparison

	2024	2023	Change
Revenue	$782,996	$622,006	+0.3%
Expenses	$611,589	$637,976	0.0%
Net Income	$171,407	$-15,970	-11.7%

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

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
Jennifer Thompson	President	20.00	Officer	$0	$0	$0
Emily Olaloko	President-Elect	15.00	Officer	$0	$0	$0
Kristy Roberts	1st Vice President	10.00	Officer	$0	$0	$0
Tiffany Piccareli	2nd Vice President	15.00	Officer	$0	$0	$0
Francesca Gibbins	3rd Vice President	10.00	Officer	$0	$0	$0
Claudia Toal	Secretary	2.00	Officer	$0	$0	$0
Heather Buchanan	Treasurer	10.00	Officer	$0	$0	$0
Shannon Giordano	Parlimentarian	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	$782,996	$611,589	$489,222	$171,407
2024	$621,836	$672,592	$274,571	$-50,756
2024	$622,006	$637,976	$317,248	$-15,970
2023	$557,675	$581,636	$326,691	$-23,961
2022	$468,116	$405,621	$345,998	$62,495
2021	$288,744	$273,789	$283,503	$14,955
2020	$397,428	$398,422	$268,548	$-994
2019	$364,755	$366,553	$269,542	$-1,798

PTA 5124 Oak Forest Elementary Texas Congress