PTA TEXAS CONGRESS ANDY WOODS ELEMENTARY (EIN 756063107) - 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

Legal Domicile

Phone

9035203408

Tax Period

2022-07-01 to 2023-06-30

PTA TEXAS CONGRESS ANDY WOODS ELEMENTARY is a micro nonprofit that reported $78K in total revenue in fiscal year 2022. The organization ran a surplus of $16K, a strong 20% operating margin.

Mission

TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP; TO RAISE THE STANDARD OF HOME LIFE; TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH; TO BRING CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH; AND TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL EDUCATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $15,077

Program Service Revenue $1,703

Investment Income $376

Other Revenue $60,734

TOTAL REVENUE $77,890

Expense Breakdown

Grants Paid $100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,405

Other Expenses $62,108

TOTAL EXPENSES $62,208

Year-over-Year Comparison

	2022	2021	Change
Revenue	$77,890	N/A	N/A
Expenses	$62,208	N/A	N/A
Net Income	$15,682	N/A	N/A

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

N/A

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
KATIE MARSHALL	President	5.00	Officer	$0	$0	$0
TAMI SPENCER	President	5.00	Officer	$0	$0	$0
LUCI DEERE	Vice President	2.00	Officer	$0	$0	$0
Katie Kirksey	Treasurer	2.00	Officer	$0	$0	$0
Melissa O'Neal	Vice President	2.00	Officer	$0	$0	$0
JESSICA SPENCE	Vice President	0.00	Officer	$0	$0	$0
Kristina Wait	Secretary	1.00	Officer	$0	$0	$0
Jennifer Roach	Vice President	5.00	Officer	$0	$0	$0
Melissa Peveto	PARLIAMENTARIAN	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
2023	$77,890	$62,208	$88,470	$15,682

PTA TEXAS CONGRESS ANDY WOODS ELEMENTARY