Oso Grande Elementary School PTA California Congress (EIN 161726166) - 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

2005

Legal Domicile

Principal Officer

Jennifer Kwor

Phone

9492345966

Tax Period

2024-07-01 to 2025-06-30

Oso Grande Elementary School PTA California Congress, founded in 2005, is a small nonprofit that reported $163K in total revenue in fiscal year 2024. Revenue fell 54% from the prior year — a significant decline worth monitoring.

Mission

Information, advocacy, educational enrichment for the students, staff and families of Oso Grande Elementary 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 $23,410

Program Service Revenue $6,100

Investment Income $20

Other Revenue $133,581

TOTAL REVENUE $163,111

Expense Breakdown

Grants Paid $91,209

Salaries & Benefits $0

Fundraising Expenses $4,454

Program Expenses $153,373

Other Expenses $73,654

TOTAL EXPENSES $164,863

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,111	$356,644	-0.5%
Expenses	$164,863	$325,673	-0.5%
Net Income	$-1,752	$30,971	-1.1%

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
Amy Weir	Auditor	007.00	Director	$0	$0	$0
Chrissie Swoboda	Parliamentarian	007.00	Director	$0	$0	$0
Johanna Trainer	Historian	007.00	Director	$0	$0	$0
Chantelle Voss	Legislation	007.00	Director	$0	$0	$0
Kristin Taylor	President	040.00	Officer	$0	$0	$0
Diana Weber	Exec. V. P.	011.00	Officer	$0	$0	$0
Angela Fry-Baird	V. P. Services	040.00	Officer	$0	$0	$0
Taylor-Ann Bergeron	V. P. Ways and Means	020.00	Officer	$0	$0	$0
Jennifer Kwor Schedule O	Treasurer	017.00	Officer	$0	$0	$0
Kristin Goldberg	Recording Secy	027.00	Officer	$0	$0	$0
Julie Gilpin	Financial Secy	005.00	Officer	$0	$0	$0
Daniella Pieracci	V. P. Communications	017.00	Officer	$0	$0	$0
Katie Grant	V. P. Arts and Services	040.00	Officer	$0	$0	$0
Kari Webb	V. P. Events	040.00	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	$163,111	$164,863	$167,507	$-1,752
2024	$356,644	$325,673	$197,038	$30,971
2023	$360,017	$324,450	$166,067	$35,567
2022	$266,203	$283,423	$130,505	$-17,220
2020	$275,873	$299,725	$146,681	$-23,852
2019	$330,624	$315,364	$170,533	$15,260

Oso Grande Elementary School PTA California Congress