PTA ARIZONA CONGRESS HOPI PTA (EIN 866053792) - 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

1973

Legal Domicile

Principal Officer

BRIANA DVORCHAK

Phone

6028522940

Tax Period

2023-07-01 to 2024-06-30

PTA ARIZONA CONGRESS HOPI PTA, founded in 1973, is a small nonprofit that reported $454K in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $107K, a strong 23% operating margin.

Mission

ADDITIONAL FUNDS & SERVICES TO SCHOOLS

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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 $38,997

Program Service Revenue $0

Investment Income $0

Other Revenue $414,903

TOTAL REVENUE $453,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $328,874

Other Expenses $347,319

TOTAL EXPENSES $347,319

Year-over-Year Comparison

	2023	2022	Change
Revenue	$453,900	$704,945	-0.4%
Expenses	$347,319	$720,162	-0.5%
Net Income	$106,581	$-15,217	-8.0%

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

231

Independent Members

231

Employees

N/A

Volunteers

362

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
AMANADA MERRIT	PRESIDENT	15.00	Officer	$0	$0	$0
LAURIE DAVIS	PRESIDENT ELECT	10.00	Officer	$0	$0	$0
MEGAN BERT	TREASURER	8.00	Officer	$0	$0	$0
ANGIE KAHLER	SECRETARY	8.00	Officer	$0	$0	$0
ALLISON CLARK	VP - LOGISTICS	8.00	Officer	$0	$0	$0
STEPHANIE FRANZ	VP - VOLUNTEERS	5.00	Officer	$0	$0	$0
LAUREN HOLMES	VP - COMMUNICATIONS	5.00	Officer	$0	$0	$0
ANA HOUG	VP - FUNDRAISING	5.00	Officer	$0	$0	$0
JENNIFER BUSS	VP COMMUNITY	5.00	Officer	$0	$0	$0
ASHLEY ELLINWOOD	VP COMMUNITY	5.00	Officer	$0	$0	$0
ASHLEY SHEDD	DISTRICT LIASON	5.00	Officer	$0	$0	$0
ANNA ZOLLMAN	ADVISOR	5.00	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	No data	No data	No data	No data
2024	$453,900	$347,319	$623,502	$106,581
2023	$704,945	$720,162	$516,595	$-15,217
2022	$619,850	$508,754	$531,621	$111,096
2021	$497,072	$357,106	$420,525	$139,966

PTA ARIZONA CONGRESS HOPI PTA