PTA CALIFORNIA CONGRESS OF PARENTS (EIN 237043929) - 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

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.

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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 $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

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
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

PTA CALIFORNIA CONGRESS OF PARENTS