PTA TEXAS CONGRESS (EIN 812155786) - 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

2016

Legal Domicile

Principal Officer

Jennifer Henrie

Phone

2812344100

Tax Period

2023-07-01 to 2024-06-30

PTA TEXAS CONGRESS, founded in 2016, is a small nonprofit that reported $117K in total revenue in fiscal year 2023. The organization ran a surplus of $74K, a strong 63% operating margin.

Mission

Educational non profit - Parent Teacher Association

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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 $112,477

Program Service Revenue $0

Investment Income $0

Other Revenue $4,874

TOTAL REVENUE $117,351

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,179

Other Expenses $43,179

TOTAL EXPENSES $43,179

Year-over-Year Comparison

	2023	2022	Change
Revenue	$117,351	$111,817	+0.0%
Expenses	$43,179	$25,040	+0.7%
Net Income	$74,172	$86,777	-0.1%

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

745

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
Jennifer Henrie	President	40	Officer	$0	$0	$0
Sylvia Biondo	Treasurer	40	Officer	$0	$0	$0
Michelle Leske	Secretary	10	Officer	$0	$0	$0
Lisa Ortiz	VP of Volunteers	15	Officer	$0	$0	$0
Nadine Byrne	VP of Membership	5	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	$117,351	$43,179	$303,701	$74,172
2023	$111,817	$25,040	$229,529	$86,777

PTA TEXAS CONGRESS