PTA CALIFORNIA CONGRESS OF PARENTS… - 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

Formation Year

1997

Legal Domicile

Principal Officer

Kelsey Donfeld

Phone

3104579370

Tax Period

2023-07-01 to 2024-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 1997, is a small nonprofit that reported $432K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $196K, a strong 45% operating margin.

Mission

Parent Teacher Association for Malibu Elementary School

Program Service Accomplishments

Program 1

Expenses: $97,990 Revenue: $0

Enrichment programs, including art, online learning subscriptions, library, science lab, events and field trips

Program 2

Expenses: $93,401 Revenue: $0

Classroom instructional assistants and teaching materials

Program 3

Expenses: $7,551 Revenue: $0

Campus maintenance and school office supplies

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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 $431,146

Program Service Revenue $0

Investment Income $0

Other Revenue $986

TOTAL REVENUE $432,132

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $14,829

Program Expenses $198,942

Other Expenses $236,435

TOTAL EXPENSES $236,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$432,132	$325,427	+0.3%
Expenses	$236,435	$312,352	-0.2%
Net Income	$195,697	$13,075	+14.0%

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

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
Kelsey Donfeld	President	10	Officer	$0	$0	$0
Mark DiPaolo	Executive VP	5	Officer	$0	$0	$0
Jennifer Owhadi	Treasurer	5	Officer	$0	$0	$0
Daniella Arnold	Recording Secretary	5	Officer	$0	$0	$0
Erin Garnero	Financial Secretary	5	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	$432,132	$236,435	$472,635	$195,697
2023	$325,427	$312,352	$341,193	$13,075
2022	$335,980	$140,642	$249,984	$195,338

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC