PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 237320481) - 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

1943

Legal Domicile

Principal Officer

MEREDITH PERRIN

Phone

8055713770

Tax Period

2023-07-01 to 2024-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 1943, is a micro nonprofit that reported $48K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $69K exceeded revenue, resulting in a 45% operating deficit.

Mission

THE PTA WORKS COLLABORATIVELY AND IN EQUAL PARTNERSHIP WITH PARENTS, TEACHERS, STUDENTS, AND SCHOOL LEADERS IN ITS COMMITMENT TO BUILD A SCHOOL COMMUNITY THAT EMBRACES ALL CHILDREN. WHEN ALL CHILDEN ARE SUCCESSFUL, OUR INDIVIDUAL CHILDREN WILL BE SUCCESSFUL.

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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 $11,373

Program Service Revenue $0

Investment Income $5

Other Revenue $36,322

TOTAL REVENUE $47,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,877

Other Expenses $69,383

TOTAL EXPENSES $69,383

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,700	$54,508	-0.1%
Expenses	$69,383	$57,765	+0.2%
Net Income	$-21,683	$-3,257	+5.7%

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

N/A

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
JOANNE NORMAN	President	10.00	Officer Director	$0	$0	$0
CRISTINA BENTLEY	COMMUNICATIONS	4.00	Director	$0	$0	$0
BRANDI BURNHAM	VP MEMBERSHIP	4.00	Director	$0	$0	$0
SARA SANCHEZ	CHAIR PROGRAMS	4.00	Director	$0	$0	$0
KATIE BONFILIO	Secretary	2.00	Officer Director	$0	$0	$0
CASSANDRA MITCHELL	Treasurer	8.00	Officer Director	$0	$0	$0
IRENE MURPHY	AUDITOR	1.00	Director	$0	$0	$0
ANIKA KITSON	HISTORIAN	1.00	Director	$0	$0	$0
LINDSEY VINING	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
MARISSA KERR	CHAIR PROGRAMS	1.00	Director	$0	$0	$0
KAREN GIBSON	CHR HOSPITALITY	1.00	Director	$0	$0	$0
CECILY CHAVEZ	CHR HOSPITALITY	1.00	Director	$0	$0	$0
ANNA JORDAN	CHR FUNDRAISING	3.00	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	No data	No data	No data	No data
2024	$47,700	$69,383	$63,610	$-21,683
2023	$54,508	$57,765	$85,293	$-3,257
2022	$44,611	$34,536	$88,550	$10,075

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC