PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC

EIN: 237074309 501(c)(3) Education

BELMONT, CA

Total Revenue
$186,519
Total Expenses
$156,955
Total Assets
$113,874
Net Assets
$113,874
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
CA
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

FOX PARENT AND TEACHER ASSOCIATION (PTA) SEEK WAYS TO CREATE POSITIVE EXPERIENCES AND CONTRIBUTE TO THE SUCCESS OF ALL OF THEIR STUDENTS. UNDERSTAND THAT BY ENGAGING STAFF, PARENTS, AND STUDENTS TO WORK TOGETHER WOULD HAVE A TREMENDOUS IMPACT ON THE CHILDREN'S EDUCATIONAL EXPERIENCE. WITH THIS GOAL IN MIND, FOX IS STRIVING FOR 100% PARTICIPATION FROM THE PARENT COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $25,853

THROUGH DIRECT DONATIONS TO "INVEST IN SUCCESS CAMPAIGN", MEMBERSHIPS AND FUNDRAISING INCOME, FOX PTA OFFERS PROGRAMS AND ACTIVITIES SUCH AS FIELD TRIPS, ART PROGRAMS, CLASSROOM MATERIALS...

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THROUGH DIRECT DONATIONS TO "INVEST IN SUCCESS CAMPAIGN", MEMBERSHIPS AND FUNDRAISING INCOME, FOX PTA OFFERS PROGRAMS AND ACTIVITIES SUCH AS FIELD TRIPS, ART PROGRAMS, CLASSROOM MATERIALS, EDUCATIONAL TECHNOLOGY, ASSEMBLIES, FAMILY SOCIAL EVENTS. ALSO, PTA ENSURES SCHOOL PLAYGROUND IS SAFE AND SUFFICIENT P.E. EQUIPMENTS ARE AVAILABLE TO STUDENTS.

Program 2
Expenses: $113,279

PTA ALSO FUND FOX ELEMENTARY SCHOOL WITH MUSIC PROGRAMS, LIBRARY MATERIALS, PROVIDE TEACHER TRAINING AND LEARNING MATERIALS, HOST VOLUNTEER APPRECIATION AND ART EVENTS.

Program 3

OTHER ACCOMPLISHMENT IS TO SUPPORT PTA OPERATIONAL FUNCTIONS.

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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 $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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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
50

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
14
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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