PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 237056324) - 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

Formation Year

1965

Legal Domicile

Principal Officer

SURABHI GUPTA

Phone

6503127522

Tax Period

2023-07-01 to 2024-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 1965, is a small nonprofit that reported $217K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

To promote the welfare of 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $208,840

Program Service Revenue $5,317

Investment Income $3,253

Other Revenue $0

TOTAL REVENUE $217,410

Expense Breakdown

Grants Paid $103,263

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217,314

Other Expenses $123,112

TOTAL EXPENSES $226,375

Year-over-Year Comparison

	2023	2022	Change
Revenue	$217,410	$233,877	-0.1%
Expenses	$226,375	$212,626	+0.1%
Net Income	$-8,965	$21,251	-1.4%

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

125

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
Katy Kendal	President	15	Officer Director	$0	$0	$0
Surabhi Gupta	Treasurer	10	Officer Director	$0	$0	$0
Clarita Soares	VP of Programs	10	Officer Director	$0	$0	$0
May Liao	VP of Communications	5	Officer Director	$0	$0	$0
Amit Saini	VP of Fundraising	3	Officer Director	$0	$0	$0
Alice Vichaita	Financial Secretary	5	Officer Director	$0	$0	$0
Vanessa Mehenti	Secretary	2	Officer Director	$0	$0	$0
Donna Quan	Auditor	1	Officer Director	$0	$0	$0
Josh Close	Historian	2	Officer Director	$0	$0	$0
Jill Robertson	Parliamentarian	1	Officer 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
2025	No data	No data	No data	No data
2024	$217,410	$226,375	$217,231	$-8,965
2023	$233,877	$212,626	$222,466	$21,251
2020	$261,261	$253,022	$112,401	$8,239
2019	$277,568	$271,021	$104,162	$6,547

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC