PTA TEXAS CONGRESS

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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

1952

Legal Domicile

Principal Officer

JENNIFER CHAPMAN

Phone

2816272367

Tax Period

2024-06-01 to 2025-05-31

PTA TEXAS CONGRESS, founded in 1952, is a small nonprofit that reported $686K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $929K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO PROVIDE STUDENT SUPPORT, ENRICHMENT AND EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $674,255 Revenue: $0

THE ORGANIZATION PROVIDES FUNDS AND MATERIALS TO SUPPORT AND ENHANCE THE EDUCATION OF APPROXIMATELY 950 ELEMENTARY SCHOOL STUDENTS ATTENDING LAKEWOOD ELEMENTARY SCHOOL IN DALLAS TEXAS. SUPPORT IS...

THE ORGANIZATION PROVIDES FUNDS AND MATERIALS TO SUPPORT AND ENHANCE THE EDUCATION OF APPROXIMATELY 950 ELEMENTARY SCHOOL STUDENTS ATTENDING LAKEWOOD ELEMENTARY SCHOOL IN DALLAS TEXAS. SUPPORT IS ALSO PROVIDED TO THE PTA FOR JL LONG MIDDLE SCHOOL,

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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 $599,333

Program Service Revenue $0

Investment Income $19,501

Other Revenue $67,468

TOTAL REVENUE $686,302

Expense Breakdown

Grants Paid $674,255

Salaries & Benefits $0

Fundraising Expenses $198,364

Program Expenses $674,255

Other Expenses $254,434

TOTAL EXPENSES $928,689

Year-over-Year Comparison

	2024	2023	Change
Revenue	$686,302	$514,671	+0.3%
Expenses	$928,689	$475,755	+1.0%
Net Income	$-242,387	$38,916	-7.2%

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

141

Independent Members

141

Employees

N/A

Volunteers

400

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
JACKI PAVLICK	PRESIDENT	4.00	Officer	$0	$0	$0
WHITNEY HUFFMAN	VICE PRESIDENT	4.00	Officer	$0	$0	$0
KATHLEEN MUNOZ	VICE PRESIDENT	4.00	Officer	$0	$0	$0
SHELBY DOLSON	VICE PRESIDENT	4.00	Officer	$0	$0	$0
JESSICA EDWARDS	VICE PRESIDENT	4.00	Officer	$0	$0	$0
SHANNON STUART	SECRETARY	2.00	Officer	$0	$0	$0
LAUREN MELDER	TREASURER	2.00	Officer	$0	$0	$0
JENNIFER CHAPMAN	ASST TREASURER	2.00	Officer	$0	$0	$0
EMILY PERRY	PARLIAMENTARIAN	2.00	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	$686,302	$928,689	$367,011	$-242,387
2024	$514,671	$475,755	$626,301	$38,916
2023	$446,199	$418,452	$587,386	$27,747
2022	$294,171	$370,077	$558,330	$-75,906
2021	$543,128	$224,844	$634,772	$318,284
2020	$360,063	$254,831	$315,445	$105,232
2019	$304,716	$314,361	$210,212	$-9,645
2018	$212,632	$165,733	$219,857	$46,899