PTA TEXAS CONGRESS (EIN 760341091) - 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

1991

Legal Domicile

Principal Officer

Kaley McDaniel

Tax Period

2023-07-01 to 2024-06-30

PTA TEXAS CONGRESS, founded in 1991, is a micro nonprofit that reported $54K in total revenue in fiscal year 2023. Expenses of $48K left a modest 10% surplus.

Mission

Riverwood_Middle School PTAs mission is to enhance student education_through enrichment programs, support our faculty and staff, and build a strong community for our children to learn and grow.

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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 (2023)

Revenue Breakdown

Contributions & Grants $20,911

Program Service Revenue $0

Investment Income $0

Other Revenue $32,765

TOTAL REVENUE $53,676

Expense Breakdown

Grants Paid $24,294

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,221

Other Expenses $24,064

TOTAL EXPENSES $48,358

Year-over-Year Comparison

	2023	2022	Change
Revenue	$53,676	N/A	N/A
Expenses	$48,358	N/A	N/A
Net Income	$5,318	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

Employees

N/A

Volunteers

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
Tricia Racine	Historian	1.00	Officer	$0	$0	$0
Katie Smith	Parliamentarian	1.00	Officer	$0	$0	$0
Matthew Roser	Principal	1.00	Officer	$0	$0	$0
Dawn Peter	Faculty Representative	2.00	Officer	$0	$0	$0
Nidi Alvarado	Vice President	2.00	Officer	$0	$0	$0
Kaley McDaniel	President	10.00	Officer	$0	$0	$0
Melissa Wolf	Treasurer	5.00	Officer	$0	$0	$0
Emily Willenborg	Secretary	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
2024	$53,676	$48,358	$56,639	$5,318

PTA TEXAS CONGRESS