PTA Texas Congress5336 Valley Oaks Elementary (EIN 746086286) - 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

1967

Legal Domicile

Principal Officer

Same As Above

Phone

7133654080

Tax Period

2024-08-01 to 2025-07-31

PTA Texas Congress5336 Valley Oaks Elementary, founded in 1967, is a small nonprofit that reported $592K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $446K, a strong 75% operating margin.

Mission

Child Advocacy and Education

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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 $32,984

Program Service Revenue $0

Investment Income $5,143

Other Revenue $553,549

TOTAL REVENUE $591,676

Expense Breakdown

Grants Paid $34,232

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,689

Other Expenses $111,277

TOTAL EXPENSES $145,509

Year-over-Year Comparison

	2024	2023	Change
Revenue	$591,676	$702,077	-0.2%
Expenses	$145,509	$187,540	-0.2%
Net Income	$446,167	$514,537	-0.1%

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

150

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
Danielle Kilpatrick	President	10.00	Officer	$0	$0	$0
Ashlie Simon	First Vice President	8.00	Officer	$0	$0	$0
Arti Bhattacharya	Second Vice President	8.00	Officer	$0	$0	$0
Amy Lampi	Third Vice President	8.00	Officer	$0	$0	$0
Cassie Mondragon	Secretary	8.00	Officer	$0	$0	$0
Phillip Christy	Treasurer	8.00	Officer	$0	$0	$0
Sunny Masanow	Historian	8.00	Officer	$0	$0	$0
Sheri Harvin	Parlimentarian	8.00	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	$591,676	$145,509	$1,192,382	$446,167
2024	$702,077	$187,540	$1,120,756	$514,537
2023	$542,742	$156,395	$816,026	$386,347
2022	$523,459	$134,956	$678,907	$388,503
2021	$170,621	$93,498	$408,746	$77,123
2020	$431,800	$109,315	$503,686	$322,485
2019	$434,065	$121,740	$430,145	$312,325

PTA Texas Congress5336 Valley Oaks Elementary