PTA Oregon Congress - Irvington El… - Form 990 Financial Data

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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

Legal Domicile

Principal Officer

KELLY COOK

Phone

5039166185

Tax Period

2018-07-01 to 2019-06-30

PTA Oregon Congress - Irvington Elementary School is a small nonprofit that reported $164K in total revenue in fiscal year 2018. The organization ran a surplus of $25K, a strong 15% operating margin.

Mission

TO ASSIST IN THE EDUCATION OF CHILDREN, STRENGTHEN OUR COMMUNITY AND BE A COMMUNICATION LINK WITH FAMILIES AND VOLUNTEERS. TO PROVIDE FUNDS FOR EDUCATIONAL ACTIVITIES NOT FUNDED BY THE SCHOOL DISTRICT

Program Service Accomplishments

Program 1

Expenses: $81,876

CONTRIBUTE FUNDS FOR AFTER SCHOOL PROGRAM SCHOLARSHIPS, SOCCER FIELD AND PLAY YARD MAINTENANCE, GARDEN SUPPLIES AND BLACK HISTORY CELEBRATION.

Program 2

Expenses: $34,673

CONTRIBUTE FUNDS FOR FIELD TRIPS, TEACHER CLASSROOM NEEDS AND ARTS AND MUSIC ENRICHMENT.

Program 3

Expenses: $20,541

PURCHASE SOFTWARE TECHNOLOGY, FUND "SMART" PROGRAM AND UPGRADE MIDDLE SCHOOL LIBRARY HOLDINGS

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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 (2018)

Revenue Breakdown

Contributions & Grants $58,434

Program Service Revenue $0

Investment Income $678

Other Revenue $105,343

TOTAL REVENUE $164,455

Expense Breakdown

Grants Paid $53,569

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $137,090

Other Expenses $86,065

TOTAL EXPENSES $139,634

Year-over-Year Comparison

	2018	2017	Change
Revenue	$164,455	$164,028	+0.0%
Expenses	$139,634	$127,627	+0.1%
Net Income	$24,821	$36,401	-0.3%

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
KELLY COOK	President	10.00	Officer Director	$0	$0	$0
KAMELAH ADAMS	Vice President	2.00	Officer Director	$0	$0	$0
MEAGHAN HAMRIC BURNS	Vice President	2.00	Officer Director	$0	$0	$0
NATHAN PHELAN	Treasurer	2.00	Officer Director	$0	$0	$0
GINA ALESSI	Secretary	2.00	Officer Director	$0	$0	$0
TALIETHA MATHIS	MEMBERSHIP	2.00	Director	$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
2019	$164,455	$139,634	$243,945	$24,821

PTA Oregon Congress - Irvington Elementary School