PTA Colorado Congress dba South High School PTSA (EIN 840930187) - 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

2014

Legal Domicile

Principal Officer

Pattie Welch

Phone

3037177566

Tax Period

2024-07-01 to 2025-06-30

PTA Colorado Congress dba South High School PTSA, founded in 2014, is a small nonprofit that reported $528K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $153K, a strong 29% operating margin.

Mission

The Denver South PTSA follows the purpose/mission of the National PTA: to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

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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 (2024)

Revenue Breakdown

Contributions & Grants $468,894

Program Service Revenue $0

Investment Income $1,338

Other Revenue $57,530

TOTAL REVENUE $527,762

Expense Breakdown

Grants Paid $47,999

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $361,941

Other Expenses $326,401

TOTAL EXPENSES $374,400

Year-over-Year Comparison

	2024	2023	Change
Revenue	$527,762	$394,996	+0.3%
Expenses	$374,400	$373,660	+0.0%
Net Income	$153,362	$21,336	+6.2%

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

N/A

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
Cristina Lucado	President	2.00	Officer	$0	$0	$0
Pattie Welch	Treasurer	2.00	Officer	$0	$0	$0
Jenifer Marom	Secretary	2.00	Officer	$0	$0	$0
Erica Sabatos	Volunteer Coordinatior	2.00	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	$527,762	$374,400	$504,273	$153,362
2024	$394,996	$373,660	$350,911	$21,336
2023	$221,384	$162,358	$329,575	$59,026
2022	$217,064	$122,667	$270,549	$94,397
2021	$309,864	$262,408	$176,152	$47,456
2020	$203,039	$88,121	$284,855	$114,918

PTA Colorado Congress dba South High School PTSA