PTA Texas Congress 5276 (EIN 746086278) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

Kate Ghazi

Phone

7132514600

Tax Period

2024-07-01 to 2025-06-30

PTA Texas Congress 5276, founded in 2008, is a small nonprofit that reported $151K in total revenue in fiscal year 2024. Revenue surged 92% from the prior year, signaling strong growth momentum. Expenses of $134K left a modest 11% surplus.

Mission

To make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $68,467

Program Service Revenue $0

Investment Income $0

Other Revenue $82,470

TOTAL REVENUE $150,937

Expense Breakdown

Grants Paid $2,552

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $128,961

Other Expenses $131,414

TOTAL EXPENSES $133,966

Year-over-Year Comparison

	2024	2023	Change
Revenue	$150,937	$78,605	+0.9%
Expenses	$133,966	$48,817	+1.7%
Net Income	$16,971	$29,788	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

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
Shelly Terry	President	5.00	Officer	$0	$0	$0
Heahter Craig	1st VP	5.00	Officer	$0	$0	$0
Bridgett Williams	2nd VP	5.00	Officer	$0	$0	$0
Nicole Knutsen	3rd VP	5.00	Officer	$0	$0	$0
Kate Ghazi	Treasurer	5.00	Officer	$0	$0	$0
Cassidy Raymond	Secretary	5.00	Officer	$0	$0	$0
Linda Dang	Parliamentarian	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	$150,937	$133,966	$272,371	$16,971
2023	$175,145	$81,441	$225,665	$93,704

PTA Texas Congress 5276