PTA CONGRESS 5704 PATTISON ELEMENTARY PTA (EIN 760287556) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Legal Domicile

Principal Officer

KRISTIN KUBALA

Tax Period

2024-07-01 to 2025-06-30

PTA CONGRESS 5704 PATTISON ELEMENTARY PTA is a small nonprofit that reported $161K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum.

Mission

TO SUPPORT PATTISON ELEMENTARY STUDENTS AND TEACHERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,348

Program Service Revenue $1,588

Investment Income $0

Other Revenue $158,560

TOTAL REVENUE $161,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,412

Other Expenses $167,589

TOTAL EXPENSES $167,589

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,496	$113,254	+0.4%
Expenses	$167,589	$127,309	+0.3%
Net Income	$-6,093	$-14,055	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

600

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
LAUREN ROSENBERG	PRESIDENT	20.00	Officer	$0	$0	$0
JESSICA DOHERTY	1ST VP PROGRAMS	20.00	Officer	$0	$0	$0
AMY HOMER	2ND VP MEMBERSHIP	20.00	Officer	$0	$0	$0
KHRISTINA BALLARD	3RD VP WAYS MEANS	20.00	Officer	$0	$0	$0
STEPHANIE ROONEY	4TH VP VOLUNTEERS	20.00	Officer	$0	$0	$0
KRISTIN KUBALA	TREASURER	20.00	Officer	$0	$0	$0
LAUREN HOLLIS	SECRETARY	20.00	Officer	$0	$0	$0
TIFFANI HARRINGTON	PARLIAMENTARIAN	20.00	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	$161,496	$167,589	$119,325	$-6,093
2024	$113,254	$127,309	$124,299	$-14,055
2023	$132,567	$74,751	$138,420	$57,816
2022	$126,286	$96,582	$81,200	$29,704
2020	$91,157	$56,253	$67,019	$34,904
2019	$105,823	$119,869	$32,504	$-14,046

PTA CONGRESS 5704 PATTISON ELEMENTARY PTA