PTA TEXAS CONGRESS DEALEY PTA

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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

AMELIA MEJIA TAPIA

Phone

3172921121

Tax Period

2024-07-01 to 2025-06-30

PTA TEXAS CONGRESS DEALEY PTA, founded in 1967, is a small nonprofit that reported $160K in total revenue in fiscal year 2024. Expenses of $144K left a modest 10% surplus.

Mission

SUPPORT THE EDUCATION OF STUDENTS AT GEORGE BANNERMAN DEALEY MONTESSORI AND INTERNATIONAL ACADEMY.

Program Service Accomplishments

Program 1

Expenses: $134,116

FUNDRAISING TO PROVIDE TRAINING FOR TEACHERS AND CLASSROOM RESOURCES FOR THE CHILDREN ATTENDING THE GEORGE BANNERMAN DEALEY MONTESSORI AND INTERNATIONAL ACADEMY

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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 $47,651

Program Service Revenue $24,066

Investment Income $4,262

Other Revenue $84,132

TOTAL REVENUE $160,111

Expense Breakdown

Grants Paid $122,310

Salaries & Benefits $0

Fundraising Expenses $6,474

Program Expenses $134,116

Other Expenses $22,165

TOTAL EXPENSES $144,475

Year-over-Year Comparison

	2024	2023	Change
Revenue	$160,111	$160,699	0.0%
Expenses	$144,475	$106,628	+0.4%
Net Income	$15,636	$54,071	-0.7%

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

N/A

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
KRISTY NAIL	1ST VP, FAMILY AFFAIRS	2.00	Director	$0	$0	$0
RAQUEL RAMIREZ	2ND VP, FACULTY RELATIONS	3.00	Director	$0	$0	$0
MARY CHANG	3RD VP, COMMUNICATIONS	3.00	Director	$0	$0	$0
TAYLOR JACOBS	PRESIDENT	5.00	Officer	$0	$0	$0
AMELIA MEJIA	TREASURER	3.00	Officer	$0	$0	$0
SARA MOULTRIE	SECRETARY	3.00	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	$160,111	$144,475	$202,639	$15,636
2024	$160,699	$106,628	$186,991	$54,071
2023	$169,150	$121,810	$132,600	$47,340
2021	$85,500	$125,853	$124,318	$-40,353
2020	$102,285	$106,030	$164,671	$-3,745
2019	$133,781	$78,644	$168,416	$55,137