PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 237074309) - 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

1970

Legal Domicile

Principal Officer

KEYURI SHAH

Phone

6503674850

Tax Period

2018-07-01 to 2019-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 1970, is a small nonprofit in the Education sector that reported $187K in total revenue in fiscal year 2018. The organization ran a surplus of $30K, a strong 16% operating margin.

Mission

THE PROGRAMS MISSION IS TO USE FUNDS TO ACCOMPLISH PTA PROGRAMS SET FORTH IN THE GOVERNING DOCUMENTS, SUCH AS ART PROGRAMS, CHARACTER MATTERS, ASSEMBLIES, ROBOTIC/CIRCUITRY, TUTORING, TEACHER ALLOWANCES, LEARNING MATERIALS, LIBRARY BOOKS, TECHNOLOGY, WRITERS WORKSHOPS, ENRICHMENT AND EDUCATION PROGAMS FOR STUDENTS, CLASSROOM CURRICULUM SUPPORT AND TO PROMOTE COMUNNITY INVOLVEMENT AND PARENT EDUCATION.

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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 (2018)

Revenue Breakdown

Contributions & Grants $102,683

Program Service Revenue $3,952

Investment Income $8

Other Revenue $79,876

TOTAL REVENUE $186,519

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,132

Other Expenses $156,955

TOTAL EXPENSES $156,955

Year-over-Year Comparison

	2018	2017	Change
Revenue	$186,519	$183,057	+0.0%
Expenses	$156,955	$182,892	-0.1%
Net Income	$29,564	$165	+178.2%

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

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
KEYURI SHAH	PRESIDENT	10.00	Officer	$0	$0	$0
ALYA MCGINLAY	1ST VP, COUN	2.00	Officer	$0	$0	$0
GRETCHEN WEST	2ND VP, WAYS	2.00	Officer	$0	$0	$0
SANDRA SANDIVO	3RD VP, SCHO	2.00	Officer	$0	$0	$0
MITRA SADEGHI	TY2019-20 TR	2.00	Officer	$0	$0	$0
KAORI KOBAYASHI	TY2018-19 TR	10.00	Officer	$0	$0	$0
REENA BHASKAR	FINANCIAL SE	2.00	Officer	$0	$0	$0
SUE CONSTANTINIDES	SECRETARY	2.00	Officer	$0	$0	$0
MING WU	AUDITOR	2.00	Officer	$0	$0	$0
COLLEEN GRESHOCK	COMMUNICATIO	2.00	Officer	$0	$0	$0
SILEN OLTHOF	HISTORIAN	2.00	Officer	$0	$0	$0
BECCA ROWNTREE	PARLIAMENTAR	2.00	Officer	$0	$0	$0
RUHIVVA HINDI	MEMBERSHIP	2.00	Officer	$0	$0	$0
MIKE PAPPAS	SCHOOL PRINC	2.00	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	$186,519	$156,955	$113,874	$29,564

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC