PTA TEXAS CONGRESS dba 3495 Alice E Carlson Elementary PTA (EIN 752445830) - 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

1997

Legal Domicile

Principal Officer

Jenny Huckably

Phone

8178006466

Tax Period

2024-07-01 to 2025-06-30

PTA TEXAS CONGRESS dba 3495 Alice E Carlson Elementary PTA, founded in 1997, is a small nonprofit that reported $243K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $276K exceeded revenue, resulting in a 14% operating deficit.

Mission

To make every child's potential a reality by engaging and 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 $186,180

Program Service Revenue $56,600

Investment Income $19

Other Revenue $0

TOTAL REVENUE $242,799

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $243,898

Other Expenses $275,821

TOTAL EXPENSES $275,821

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,799	$278,435	-0.1%
Expenses	$275,821	$271,002	+0.0%
Net Income	$-33,022	$7,433	-5.4%

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

200

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
Dionna Deardorff	President	10	Officer	$0	$0	$0
Amber Murphy	1st VP Membership	10	Officer	$0	$0	$0
Brooke Istook	2nd VP Fundraising	10	Officer	$0	$0	$0
Lindsay Klatzkin	3rd VP Programs	10	Officer	$0	$0	$0
Kristen Black	4th VP Parent Involvement	10	Officer	$0	$0	$0
Angela Gaither	Secretary	10	Officer	$0	$0	$0
Jenny Huckaby	Treasurer	10	Officer	$0	$0	$0
Keshia Edwards	Parliamentarian	10	Officer	$0	$0	$0
Amy Groat	Communications Chair	10	Officer	$0	$0	$0
Mike Zebrun	Park for the Arts Chair	10	Officer	$0	$0	$0
Nicole Duvall	Auction Chair	10	Officer	$0	$0	$0
Maggie Bellinger	Spirit Store Chair	10	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	$242,799	$275,821	$332,548	$-33,022
2024	$278,435	$271,002	$365,810	$7,433
2023	$262,236	$227,230	$358,373	$35,006
2022	$259,597	$160,811	$324,953	$98,786
2020	$187,906	$193,792	$249,338	$-5,886
2019	$281,586	$232,377	$260,335	$49,209

PTA TEXAS CONGRESS dba 3495 Alice E Carlson Elementary PTA