PTA OREGON CONGRESS (EIN 931208359) - 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

1955

Legal Domicile

Principal Officer

RACHAEL LEMBO

Tax Period

2018-07-01 to 2019-06-30

PTA OREGON CONGRESS, founded in 1955, is a small nonprofit that reported $107K in total revenue in fiscal year 2018. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $132K exceeded revenue, resulting in a 23% operating deficit.

Mission

THE MISSION OF THE SES PTSA IS TO SUPPORT SUNNYSIDE ENVIRONMENTAL SCHOOL BY ENHANCING EDUCATIONAL OPPORTUNITIES FOR STUDENTS AND FAMILIES, SUPPORTING OUR STAFF, AND PROMOTING FAMILY AND COMMUNITY INVOLVEMENT IN OUR 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 (2018)

Revenue Breakdown

Contributions & Grants $135,884

Program Service Revenue $7,434

Investment Income $12

Other Revenue $-36,128

TOTAL REVENUE $107,202

Expense Breakdown

Grants Paid $57,392

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,379

Other Expenses $74,571

TOTAL EXPENSES $131,963

Year-over-Year Comparison

	2018	2017	Change
Revenue	$107,202	$213,918	-0.5%
Expenses	$131,963	$109,196	+0.2%
Net Income	$-24,761	$104,722	-1.2%

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

120

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
CHARITY FAIN	PRESIDENT	3.00	Officer Director	$0	$0	$0
DESIREE HULL-SMITH	SECRETARY	3.00	Officer Director	$0	$0	$0
MICHELLE PIER	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JULIE HELZER	TREASURER	3.00	Officer Director	$0	$0	$0
RACHAEL LEMBO	TREASURER	3.00	Officer 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
2025	No data	No data	No data	No data
2019	$107,202	$131,963	$121,762	$-24,761
2018	$213,918	$109,196	$566,403	$104,722

PTA OREGON CONGRESS