PTA COLORADO CONGRESS CARSON ELEMENTARY PTA (EIN 846048022) - 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

1946

Legal Domicile

Principal Officer

LAUREN WOMBLE

Phone

7204249090

Tax Period

2024-07-01 to 2025-06-30

PTA COLORADO CONGRESS CARSON ELEMENTARY PTA, founded in 1946, is a small nonprofit that reported $186K in total revenue in fiscal year 2024. Expenses of $256K exceeded revenue, resulting in a 38% operating deficit.

Mission

CHILD ADVOCACY, EDUCATIONAL SUPPORT OF PUBLIC SCHOOL

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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 $69,844

Program Service Revenue $0

Investment Income $4,361

Other Revenue $111,631

TOTAL REVENUE $185,836

Expense Breakdown

Grants Paid $253,295

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $253,295

Other Expenses $2,402

TOTAL EXPENSES $255,697

Year-over-Year Comparison

	2024	2023	Change
Revenue	$185,836	$193,004	0.0%
Expenses	$255,697	$119,223	+1.1%
Net Income	$-69,861	$73,781	-1.9%

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

150

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
LAUREN WOMBLE	TREASURER	1.00	Officer	$0	$0	$0
SEAN FELLOWS	PRESIDENT	1.00	Officer	$0	$0	$0
LAUREN STOFFEL	SECRETARY	1.00	Officer	$0	$0	$0
ALISON ANTONY	VP OF VOLUNTEERS	1.00	Officer	$0	$0	$0
GRACE GOODMAN	VP OF FUNFRASING	1.00	Officer	$0	$0	$0
ALLISON JACKSON	PRESIDENT-ELECT	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
2025	$185,836	$255,697	$256,402	$-69,861
2024	$193,004	$119,223	$326,263	$73,781
2023	$168,065	$154,652	$252,482	$13,413
2022	$163,675	$152,216	$239,069	$11,459
2021	$65,249	$101,541	$228,717	$-36,292
2020	$145,086	$84,828	$265,009	$60,258
2019	$157,625	$99,661	$204,751	$57,964

PTA COLORADO CONGRESS CARSON ELEMENTARY PTA