PTA CALIFORNIA CONGRESS OF PARENTS

EIN: 237043929 501(c)(3)

SARATOGA, CA

Total Revenue
$193,167
Total Expenses
$213,319
Total Assets
$244,483
Net Assets
$244,483
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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

Principal Officer
CHRISTA LEVINE
Phone
4155053922
Tax Period
2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS is a small nonprofit that reported $193K in total revenue in fiscal year 2024. Expenses of $213K exceeded revenue, resulting in a 10% operating deficit.

Mission

WE ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR EDUCATIONAL PURPOSES AND A MEMBER OF GOOD STANDING WITH THE CALIFORNIA STATE PTA. OUR CALIFORNIA STATE PTA GROUP EXEMPTION NUMBER IS GEN-0646.

Program Service Accomplishments

Program 1
Expenses: $178,171

THIS ASSOCIATION HAS FUNDED IMPROVEMENTS FOR THE SCHOOL'S KNOWLEDGE CENTER, HAS PROVIDED COMPUTER PERIPHERALS, SOFTWARE, AND PLAYGROUND EQUIPMENT FOR THE SCHOOL'S TECHNOLOGY CENTER, SUPPLEMENTED THE...

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THIS ASSOCIATION HAS FUNDED IMPROVEMENTS FOR THE SCHOOL'S KNOWLEDGE CENTER, HAS PROVIDED COMPUTER PERIPHERALS, SOFTWARE, AND PLAYGROUND EQUIPMENT FOR THE SCHOOL'S TECHNOLOGY CENTER, SUPPLEMENTED THE CLASSROOMS WITH SUPPLIES, HAS GIVEN THE CAMPBELL SCHOOL DISTRICT STAFFING GRANTS FOR VARIOUS PROGRAMS, INCLUDING LITERACY, LIBRARY AND TECHNOLOGY; PURCHASED PE EQUIPMENT AND PLAYGROUND EQUIPMENT, AND PROVIDED FOR SPECIAL STUDENT PROGRAMS SUCH AS THE BIRTHDAY CLUB, ASSEMBLIES, FIELD TRIP SCHOLARSHIPS, FAMILY PROGRAMS,AND CELEBRATIONS FOR THE STUDENTS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $116,091
Program Service Revenue $0
Investment Income $24
Other Revenue $77,052
TOTAL REVENUE $193,167

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $6,848
Program Expenses $178,171
Other Expenses $213,319
TOTAL EXPENSES $213,319

Year-over-Year Comparison

2024 2023 Change
Revenue $193,167 N/A N/A
Expenses $213,319 N/A N/A
Net Income $-20,152 N/A N/A
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

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Governance

Voting Members
4
Independent Members
4
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
10
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LUCY BRISENO VP OF MLEF N/A
Officer
$0 $0 $0
STEPH CONTRO VP OF FAMILY N/A
Officer
$0 $0 $0
CHRISTA LEVINE PRESIDENT N/A
Officer
$0 $0 $0
BRYAN MEYER VP OF COMMUN N/A
Officer
$0 $0 $0
NAZAK NOORIAN SECRETARY N/A
Officer
$0 $0 $0
RASHMA PATEL VP OF FUNDRA N/A
Officer
$0 $0 $0
AMBER ULRICH EXECUTIVE VI N/A
Officer
$0 $0 $0
MEENA VENKATESWARAN VP OF PROGRA N/A
Officer
$0 $0 $0
EILEEN WEINSTEIN PARLIMENTARI N/A
Officer
$0 $0 $0
LIXIA WU TREASURER N/A
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 $193,167 $213,319 $244,483 $-20,152
2020 $189,388 $325,364 $135,195 $-135,976
2019 $258,891 $241,611 $271,171 $17,280
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