PTA California Congress Ladera Ranch Elementary School PTA (EIN 161665335) - 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

2003

Legal Domicile

Principal Officer

Shawna Shahparnia

Phone

9492345915

Tax Period

2023-07-01 to 2024-06-30

PTA California Congress Ladera Ranch Elementary School PTA, founded in 2003, is a small nonprofit that reported $143K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $202K exceeded revenue, resulting in a 41% operating deficit.

Mission

Information, advocacy and educational support.

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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 $32,975

Program Service Revenue $41,215

Investment Income $0

Other Revenue $68,861

TOTAL REVENUE $143,051

Expense Breakdown

Grants Paid $134,402

Salaries & Benefits $0

Fundraising Expenses $11,445

Program Expenses $183,094

Other Expenses $67,220

TOTAL EXPENSES $201,622

Year-over-Year Comparison

	2023	2022	Change
Revenue	$143,051	$119,117	+0.2%
Expenses	$201,622	$148,342	+0.4%
Net Income	$-58,571	$-29,225	+1.0%

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

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
Bianca Judd	V. P. Ways and Means	008.00	Director	$0	$0	$0
Rachel Bickford	V. P. Programs	005.00	Director	$0	$0	$0
Christina Brandon	V. P. Communications	005.00	Director	$0	$0	$0
Santoshi Patel	V. P. Student Enrichment	002.00	Director	$0	$0	$0
Natalie Wilson	V. P. Arts	003.00	Director	$0	$0	$0
Deena Aeron	V. P. School Pride	003.00	Director	$0	$0	$0
Alex Montcalm	Financial Secretary	002.00	Director	$0	$0	$0
Priya Singh	Auditor	002.00	Director	$0	$0	$0
Kylene Sherer	Historian	002.00	Director	$0	$0	$0
Lauren Morales	Parliamentarian	002.00	Director	$0	$0	$0
Jen Donelson	Corresponding Secretary	002.00	Director	$0	$0	$0
Joya Celik	President	015.00	Officer	$0	$0	$0
Lauren Manning	Executive. V. P.	010.00	Officer	$0	$0	$0
Emily Taylor	Recording Secretary	002.00	Officer	$0	$0	$0
Natalia Palda	Treasurer	005.00	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	$143,051	$201,622	$31,300	$-58,571
2019	$116,813	$124,413	$98,074	$-7,600

PTA California Congress Ladera Ranch Elementary School PTA