PTA TEXAS CONGRESS Sunnyvale PTA

EIN: 756062702 501(c)(3)

Sunnyvale, TX

Total Revenue
$70,530
Total Expenses
$74,784
Total Assets
$32,438
Net Assets
$32,438
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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
2000
Legal Domicile
TX
Principal Officer
Sarah Bradford
Phone
9722267601
Tax Period
2018-07-01 to 2019-06-30

PTA TEXAS CONGRESS Sunnyvale PTA, founded in 2000, is a micro nonprofit that reported $71K in total revenue in fiscal year 2018.

Mission

Child Advocacy

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $63,726
Program Service Revenue $0
Investment Income $42
Other Revenue $6,762
TOTAL REVENUE $70,530

Expense Breakdown

Grants Paid $6,681
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $74,784
Other Expenses $68,103
TOTAL EXPENSES $74,784

Year-over-Year Comparison

2018 2017 Change
Revenue $70,530 $68,479 +0.0%
Expenses $74,784 $69,579 +0.1%
Net Income $-4,254 $-1,100 +2.9%
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

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Governance

Voting Members
5
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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Alison Reese President 5
Officer
$0 $0 $0
Lee Mathew Vice President 5
Officer
$0 $0 $0
Melanie Meinhardt Treasurer 5
Officer
$0 $0 $0
Catrina Fisher Secretary 10
Officer
$0 $0 $0
Megan Kuehn Parliamentarian 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
2019 $70,530 $74,784 $32,438 $-4,254
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