PTA Texas Congress 4696 Bunker Hill Elementary PTA (EIN 760668327) - 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

Formation Year

1957

Legal Domicile

Principal Officer

Amy Walker

Phone

7132515400

Tax Period

2024-07-01 to 2025-06-30

PTA Texas Congress 4696 Bunker Hill Elementary PTA, founded in 1957, is a small nonprofit that reported $862K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 15% operating margin.

Mission

Enhance education at Bunker Hill Elementary and foster a volunteer partnership among parents, staff and community

🔒

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 $809,987

Program Service Revenue $21,247

Investment Income $7,841

Other Revenue $22,598

TOTAL REVENUE $861,673

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $711,389

Other Expenses $731,415

TOTAL EXPENSES $731,415

Year-over-Year Comparison

	2024	2023	Change
Revenue	$861,673	$704,547	+0.2%
Expenses	$731,415	$740,136	0.0%
Net Income	$130,258	$-35,589	-4.7%

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

Independent Members

Employees

N/A

Volunteers

250

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
Amy Walker	President	8.00	Officer Director	$0	$0	$0
Van Nguyen	Treasurer	4.00	Officer Director	$0	$0	$0
Katherine Sam	Secretary	1.00	Officer Director	$0	$0	$0
Rebecca Alsup	President Elect	2.00	Officer Director	$0	$0	$0
Katie Wittenbraker	VP Underwriting	1.00	Officer Director	$0	$0	$0
Brittany Grimes	VP Communications	1.00	Officer Director	$0	$0	$0
Lauren Cole	Parliamentarian	1.00	Officer Director	$0	$0	$0
Megan Gilchrist	VP Budget	1.00	Officer Director	$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	$861,673	$731,415	$1,334,802	$130,258
2024	$704,547	$740,136	$950,697	$-35,589
2023	$642,476	$496,358	$738,911	$146,118
2022	$555,193	$523,075	$484,147	$32,118
2021	$321,291	$605,392	$483,789	$-284,101
2020	$449,532	$293,061	$797,710	$156,471
2019	$355,592	$410,792	$645,061	$-55,200

PTA Texas Congress 4696 Bunker Hill Elementary PTA