PTA Texas Congress - 2016 Booker T… - 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

1976

Legal Domicile

Principal Officer

Julie Cash-Teague

Phone

9034135079

Tax Period

2022-07-01 to 2023-06-30

PTA Texas Congress - 2016 Booker T Washington PTSA, founded in 1976, is a small nonprofit that reported $242K in total revenue in fiscal year 2022. Expenses of $221K left a modest 9% surplus.

Mission

Offer educational agendas,inspire parent participation and promote child advocacy enhancing school curriculum by providing enrichment programs with materials not provided by the school district.

Program Service Accomplishments

Program 1

Expenses: $90,297 Revenue: $118,059

Musical Production

Program 2

Expenses: $82,513 Revenue: $49,313

Senior Program Services including hospitality functions, new parent orientation and newsletters

Program 3

Expenses: $15,906 Revenue: $2,985

Parent & Teacher Program Services including teacher appreciation and new parent orientation

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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 (2022)

Revenue Breakdown

Contributions & Grants $68,003

Program Service Revenue $170,357

Investment Income $0

Other Revenue $4,035

TOTAL REVENUE $242,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $188,716

Other Expenses $221,326

TOTAL EXPENSES $221,326

Year-over-Year Comparison

	2022	2021	Change
Revenue	$242,395	N/A	N/A
Expenses	$221,326	N/A	N/A
Net Income	$21,069	N/A	N/A

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

819

Independent Members

N/A

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
Karen Walter	President	N/A	Officer	$0	$0	$0
Dana Vilardi	Vice President	N/A	Officer	$0	$0	$0
Ann Romine	VP of Communications	N/A	Officer	$0	$0	$0
Karmin Lane	VP of Membership	N/A	Officer	$0	$0	$0
Patricia Mojica	VP of Community & Programs	N/A	Officer	$0	$0	$0
Courtney Doyle	Secretary	N/A	Officer	$0	$0	$0
Rhonda Thompson	Secretary	N/A	Officer	$0	$0	$0
Julie Cash-Teague	Treasuer	N/A	Officer	$0	$0	$0
Jodi Carlton	Parlimantarian	N/A	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
2023	$242,395	$221,326	$76,687	$21,069

PTA Texas Congress - 2016 Booker T Washington PTSA