PTA California Congress of Parents 32nd District PTA (EIN 237037303) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

Marilyn Lucey

Phone

9257856921

Tax Period

2018-07-01 to 2019-06-30

PTA California Congress of Parents 32nd District PTA, founded in 1954, is a small nonprofit that reported $202K in total revenue in fiscal year 2018. Revenue decreased 6% compared to the prior year.

Mission

Our Mission:To promote the welfare of children and youth in home, school, and community.To raise the standards of home life.To secure adequate laws for the care and protection of children and youth.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $194,938

Program Service Revenue $6,487

Investment Income $5

Other Revenue $336

TOTAL REVENUE $201,766

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $203,084

Other Expenses $204,014

TOTAL EXPENSES $206,514

Year-over-Year Comparison

	2018	2017	Change
Revenue	$201,766	$213,687	-0.1%
Expenses	$206,514	$213,250	0.0%
Net Income	$-4,748	$437	-11.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Marilyn Lucey	President	10.00	Officer Director	$0	$0	$0
Amy Rickard	Exective VP	5.00	Officer Director	$0	$0	$0
Mindy Brown-Lechner	Secretary	2.00	Officer Director	$0	$0	$0
Jennifer Jensen	Treasurer	5.00	Officer Director	$0	$0	$0
Tiffany Harris	VP Leadership	2.00	Officer Director	$0	$0	$0
Nicholas Smetak	VP Membership	2.00	Officer Director	$0	$0	$0
Annette Lewis	VP General Mtgs	2.00	Officer Director	$0	$0	$0
Robin Klau	VP Comm.	2.00	Officer Director	$0	$0	$0
Heidi Gatty	VP Legislation	2.00	Officer Director	$0	$0	$0
Andres Bergero	Auditor	2.00	Director	$0	$0	$0
Linda Mayo	Parliamentarian	2.00	Director	$0	$0	$0
Shirley Lapp	Scholarships	2.00	Director	$0	$0	$0
Lynn Ashley	Founder's Day	2.00	Director	$0	$0	$0
Sarah Torney	Reflections	2.00	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
2019	$201,766	$206,514	$20,467	$-4,748

PTA California Congress of Parents 32nd District PTA