PTA California Congress of Parents Teach Menlo-Atherton High School PTA (EIN 237059344) - 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

1952

Legal Domicile

Principal Officer

Jennifer Roberts

Phone

6503225311

Tax Period

2024-08-01 to 2025-07-31

PTA California Congress of Parents Teach Menlo-Atherton High School PTA, founded in 1952, is a small nonprofit that reported $168K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $209K exceeded revenue, resulting in a 24% operating deficit.

Mission

Support students, assist parents and teachers.

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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 $124,626

Program Service Revenue $42,247

Investment Income $1,511

Other Revenue $0

TOTAL REVENUE $168,384

Expense Breakdown

Grants Paid $18,795

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $199,269

Other Expenses $190,503

TOTAL EXPENSES $209,298

Year-over-Year Comparison

	2024	2023	Change
Revenue	$168,384	$183,609	-0.1%
Expenses	$209,298	$211,882	0.0%
Net Income	$-40,914	$-28,273	+0.4%

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

260

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
Jaime Alburger	Co-Pres	16.00	Officer Director	$0	$0	$0
Kelly Slaughter	Co-Pres	16.00	Officer Director	$0	$0	$0
Brian Kriebel	Treasurer	4.00	Officer Director	$0	$0	$0
Dolores Bernardo	Financial Secretary	4.00	Officer Director	$0	$0	$0
Stacy Goldman	Recording Secretary	4.00	Officer Director	$0	$0	$0
Stephanie Fohn	Auditor	2.00	Officer Director	$0	$0	$0
Shu Rosenthal	Parliamentarian	2.00	Officer Director	$0	$0	$0
Karl Losekot	MA Principal	2.00	Director	$0	$0	$0
Andy Stewart	Teacher Rep	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
2025	$168,384	$209,298	$99,093	$-40,914
2024	$183,609	$211,882	$135,011	$-28,273
2023	$173,575	$207,369	$163,058	$-33,794
2022	$195,992	$139,136	$195,222	$56,856
2021	$177,423	$148,105	$139,231	$29,318
2020	$147,843	$116,109	$114,562	$31,734
2019	$179,659	$193,113	$80,528	$-13,454

PTA California Congress of Parents Teach Menlo-Atherton High School PTA