PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 237010172) - 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

1992

Legal Domicile

Phone

4152059025

Tax Period

2023-07-01 to 2024-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 1992, is a small nonprofit that reported $282K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $247K left a modest 12% surplus.

Mission

The mission of the California State PTA is to positively impact the lives of all children and families.

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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 $66,675

Program Service Revenue $0

Investment Income $208

Other Revenue $214,731

TOTAL REVENUE $281,614

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $211,086

Other Expenses $234,617

TOTAL EXPENSES $246,617

Year-over-Year Comparison

	2023	2022	Change
Revenue	$281,614	$201,052	+0.4%
Expenses	$246,617	$173,886	+0.4%
Net Income	$34,997	$27,166	+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

N/A

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
Amy Evans-Rebar	Vice-President	5.00	Officer	$0	$0	$0
Danielle Smith	President	10.00	Officer	$0	$0	$0
Alyssa Jorgensen	Financial Secretary	1.00	Officer	$0	$0	$0
Camille Kantor	Treasurer	5.00	Officer	$0	$0	$0
Jenny Watson	Communications	5.00	Officer	$0	$0	$0
Shannon Paras	Secretary	5.00	Officer	$0	$0	$0
Farrah Walton	Volunteer Coordinator	1.00	Officer	$0	$0	$0
Ash Murphy	Program Chairman	1.00	Officer	$0	$0	$0
Rachelle Bunch	Membership Coordinator	1.00	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	$281,614	$246,617	$389,441	$34,997
2023	$201,052	$173,886	$364,289	$27,166
2022	$187,245	$124,640	$337,123	$62,605

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC