PTA CONGRESSSPRING BRANCH MIDDLE SCHOOL (EIN 746086276) - 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

2016

Legal Domicile

Principal Officer

LAURA ZEHL

Phone

7132514400

Tax Period

2024-07-01 to 2025-06-30

PTA CONGRESSSPRING BRANCH MIDDLE SCHOOL, founded in 2016, is a small nonprofit that reported $304K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $84K, a strong 28% operating margin.

Mission

To make every childs potential a reality by engaging & empowering families and communities to advocate for all children.

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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 $280,425

Program Service Revenue $18,148

Investment Income $5,448

Other Revenue $179

TOTAL REVENUE $304,200

Expense Breakdown

Grants Paid $164,986

Salaries & Benefits $0

Fundraising Expenses $49,728

Program Expenses $164,986

Other Expenses $55,029

TOTAL EXPENSES $220,015

Year-over-Year Comparison

	2024	2023	Change
Revenue	$304,200	$277,086	+0.1%
Expenses	$220,015	$368,351	-0.4%
Net Income	$84,185	$-91,265	-1.9%

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

160

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	Reportable Comp	Other Comp	Total
LAURA ZEHL	PRESIDENT	N/A	$0	$0	$0
WHITNEY JANKE	VICE PRESIDENT WAYS & MEANS/LRP	N/A	$0	$0	$0
ELIZABETH AUTENREITH	VICE PRESIDENT FUNDRAISING	N/A	$0	$0	$0
SHELLEY MCCAIN	VICE PRESIDENT COMMUNICATIONS	N/A	$0	$0	$0
DANIELLE RYAN	TREASURER	N/A	$0	$0	$0
JULIA RIGDON	SECRETARY	N/A	$0	$0	$0
KIM ROSS	PARLIAMENTARIAN	N/A	$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	$304,200	$220,015	$224,445	$84,185
2024	$277,086	$368,351	$157,351	$-91,265
2023	$225,412	$275,262	$244,805	$-49,850
2022	$255,077	$232,758	$269,047	$22,319
2020	$197,314	$132,851	$188,666	$64,463

PTA CONGRESSSPRING BRANCH MIDDLE SCHOOL