PTA TEXAS CONGRESS (EIN 756062029) - 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

1951

Legal Domicile

Phone

9727497300

Tax Period

2024-06-01 to 2025-05-31

PTA TEXAS CONGRESS, founded in 1951, is a small nonprofit that reported $407K in total revenue in fiscal year 2024. Expenses of $540K exceeded revenue, resulting in a 33% operating deficit.

Mission

SUPPORT THE LAKEWOOD ELEMENTARY SCHOOL STUDENT POPULATION

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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 $214,678

Program Service Revenue $0

Investment Income $9,742

Other Revenue $182,459

TOTAL REVENUE $406,879

Expense Breakdown

Grants Paid $493,978

Salaries & Benefits $0

Fundraising Expenses $22,721

Program Expenses $493,978

Other Expenses $46,046

TOTAL EXPENSES $540,024

Year-over-Year Comparison

	2024	2023	Change
Revenue	$406,879	$381,282	+0.1%
Expenses	$540,024	$244,820	+1.2%
Net Income	$-133,145	$136,462	-2.0%

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

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
CAITLIN MADDOX	PRESIDENT	4.00	Officer	$0	$0	$0
SHANNON STUART	VICE PRESIDENT	3.00	Officer	$0	$0	$0
MEREDITH WORLEY	TREASURER	3.00	Officer	$0	$0	$0
CLAUDIA MOGLOVKIN	ASSISTANT TREASURER	3.00	Officer	$0	$0	$0
DEJAH FORTENBERRY	ASSISTANT TREASURER	3.00	Officer	$0	$0	$0
KILEY WHITE	RECORDING SECRETARY	2.00	Officer	$0	$0	$0
ELIZABETH HINTLIAN	CORRESP SECRETARY	2.00	Officer	$0	$0	$0
JULIE GRIFFITH	PARLIAMENTARIAN	1.00	Officer	$0	$0	$0
SHANNON MCKIE	HISTORIAN	1.00	Officer	$0	$0	$0
ALEX FERGUS	WAYS & MEANS	1.00	Officer	$0	$0	$0
CHRISTINE LIPSCOMB	VOLUNTEER COORDINATOR	1.00	Officer	$0	$0	$0
CHELSEA BAILEY	MEMBERSHIP COORDINATOR	1.00	Officer	$0	$0	$0
ELLEN ESTEE	MEMBERSHIP ASSISTANT	1.00	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	$406,879	$540,024	$487,212	$-133,145
2024	$381,282	$244,820	$620,357	$136,462
2023	$297,425	$236,283	$506,614	$61,142
2022	$337,612	$218,339	$445,472	$119,273
2020	$186,096	$109,614	$258,779	$76,482
2019	$201,168	$198,221	$182,099	$2,947

PTA TEXAS CONGRESS