PTA Texas Congress (EIN 751638286) - 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

1975

Legal Domicile

Principal Officer

Anna Cobbs

Phone

4695932100

Tax Period

2024-07-01 to 2025-06-30

PTA Texas Congress, founded in 1975, is a small nonprofit that reported $259K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $321K exceeded revenue, resulting in a 24% operating deficit.

Mission

Parent teacher association encouraging support and parental involvement

🔒

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 $53,671

Program Service Revenue $0

Investment Income $0

Other Revenue $205,163

TOTAL REVENUE $258,834

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $311,230

Other Expenses $321,280

TOTAL EXPENSES $321,280

Year-over-Year Comparison

	2024	2023	Change
Revenue	$258,834	$397,275	-0.3%
Expenses	$321,280	$339,859	-0.1%
Net Income	$-62,446	$57,416	-2.1%

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

N/A

Employees

N/A

Volunteers

500

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
Anna Cobbs	President	10.00	Officer	$0	$0	$0
Jacy Russell	Vice President	10.00	Officer	$0	$0	$0
Emily Forte	Principal	10.00	Officer	$0	$0	$0
Alli Naylor	Treasurer	10.00	Officer	$0	$0	$0
Madi Umburger	VP Fundraising	10.00	Officer	$0	$0	$0
Lori Kjelgaard	Secretary	10.00	Officer	$0	$0	$0
Ali Jackson	Parliamentarian	10.00	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	$258,834	$321,280	$299,904	$-62,446
2024	$397,275	$339,859	$316,234	$57,416
2023	$250,347	$259,784	$298,752	$-9,437
2022	$248,485	$219,155	$220,567	$29,330

PTA Texas Congress