PTA OREGON CONGRESS ODYSSEY PTA (EIN 812822196) - 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

Tax Period

2022-07-01 to 2023-06-30

PTA OREGON CONGRESS ODYSSEY PTA, founded in 2016, is a small nonprofit that reported $172K in total revenue in fiscal year 2022. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 18% operating margin.

Mission

PROVIDE SUPPORT FOR ENRICHMENT AND EDUCATIONAL ACTIVITIES FOR THE ODYSSEY PROGRAM

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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 $154,842

Program Service Revenue $16,701

Investment Income $5

Other Revenue $0

TOTAL REVENUE $171,548

Expense Breakdown

Grants Paid $136,668

Salaries & Benefits $0

Fundraising Expenses $1,250

Program Expenses $136,668

Other Expenses $3,304

TOTAL EXPENSES $139,972

Year-over-Year Comparison

	2022	2021	Change
Revenue	$171,548	$119,972	+0.4%
Expenses	$139,972	$101,858	+0.4%
Net Income	$31,576	$18,114	+0.7%

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
KATHLEEN VALLE	345 COORDINATOR	3.00	Officer	$0	$0	$0
BRIANA ZORN	K12 COORDINATOR	3.00	Officer	$0	$0	$0
BRIAN WINTERS	TREASURER	3.00	Officer	$0	$0	$0
SAMANTHA JUAREZ	678 COORDINATOR	3.00	Officer	$0	$0	$0
ELISE SAPORTA	DIRECT GIVING COORDINATOR	3.00	Officer	$0	$0	$0
KATIE HOFFMAN	CO PRESIDENT	3.00	Officer	$0	$0	$0
JESSICA DALPIAZ	CO PRESIDENT	3.00	Officer	$0	$0	$0
JESSICA SOLTESZ	VICE PRESIDENT	3.00	Officer	$0	$0	$0
NANCY MILLER	SECRETARY	3.00	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	$171,548	$139,972	$198,004	$31,576
2022	$119,972	$101,858	$165,890	$18,114
2021	$41,387	$47,858	$147,351	$-6,471
2020	$196,858	$101,115	$162,788	$95,743
2019	$246,681	$246,034	$63,045	$647
2018	$236,059	$276,572	$63,781	$-40,513

PTA OREGON CONGRESS ODYSSEY PTA