PTA CALIFORNIA CONGRESS OF PTAS - PALOS VERDES PENINSULA COUNCIL

EIN: 237050633 501(c)(3)

PALOS VERDES ESTATES, CA

Total Revenue
$213,634
Total Expenses
$194,718
Total Assets
$59,701
Net Assets
$55,281
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1956
Legal Domicile
CA
Principal Officer
HEATHER MATSON
Phone
3103789966
Tax Period
2018-07-01 to 2019-06-30

PTA CALIFORNIA CONGRESS OF PTAS - PALOS VERDES PENINSULA COUNCIL, founded in 1956, is a small nonprofit that reported $214K in total revenue in fiscal year 2018. Revenue decreased 5% compared to the prior year. Expenses of $195K left a modest 9% surplus.

Mission

THE PURPOSE OF THE PALOS VERDES PENINSULA COUNCIL OF PTAS IS TO COORDINATE EFFORTS AMONG ALL SIXTEEN PTAS WITHIN THE PALOS VERDES UNIFIED SCHOOL DISTRICT. THOSE EFFORTS INCLUDE IMPROVEMENT OF TECHNOLOGY, IMPLEMENTATION OF SCHOOL SAFETY AND RED RIBBON WEEK PROGRAMS, AND COORDINATION OF THE REFLECTIONS PROGRAM HONORING STUDENT ACHIEVEMENT IN MUSIC, LITERATURE, POETRY, ART AND PHOTOGRAPHY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $71,264
Program Service Revenue $142,370
Investment Income $0
Other Revenue $0
TOTAL REVENUE $213,634

Expense Breakdown

Grants Paid $0
Salaries & Benefits $74,562
Fundraising Expenses $0
Program Expenses $123,918
Other Expenses $120,156
TOTAL EXPENSES $194,718

Year-over-Year Comparison

2018 2017 Change
Revenue $213,634 $225,493 -0.1%
Expenses $194,718 $220,249 -0.1%
Net Income $18,916 $5,244 +2.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
4
Volunteers
20

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
15
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HEATHER MATSON PRESIDENT 30.00
Officer
$0 $0 $0
CHRISTINE PEARSON 2ND VP - HOSPITALITY 1.00
Officer
$0 $0 $0
SYLVIA MACIA SHAFIEZADEH 3RD VP - EDUCATION 1.00
Officer
$0 $0 $0
TIMOTHY MASSEYHOWARD EDELSON 4TH VP - COMMUNITY SERVICE 3.00
Officer
$0 $0 $0
HOLY MAVAR 5TH VP - COMMUNICATION 1.00
Officer
$0 $0 $0
ERIKA KRAAKMOISE INNOCENT 6TH VP - WAYS AND MEANS 3.00
Officer
$0 $0 $0
BETH MEYERHOFF 7TH VP - LEGISLATION 1.00
Officer
$0 $0 $0
SVETLANA O'SHEA TREASURER 5.00
Officer
$0 $0 $0
KATIE APPLEWHITE FINANCIAL SECRETARY 2.00
Officer
$0 $0 $0
KRISTA JOHNSON AUDITOR 1.00
Officer
$0 $0 $0
ALI GALOSIC RECORDING SECRETARY 1.00
Officer
$0 $0 $0
ANITA LEWIS HISTORIAN 1.00
Officer
$0 $0 $0
AMY FRIEDMAN 1ST VP - ORGANIZATION 1.00
Officer
$0 $0 $0
JENNIFER FARRELL EXECUTIVE VP 1.00
Officer
$0 $0 $0
MEGAN WESCOTT CORRESPONDING SECRETARY 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
2019 $213,634 $194,718 $59,701 $18,916
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