PTA California Congress of Parents 3508 (EIN 330149689) - 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

1986

Legal Domicile

Principal Officer

Emily Selna

Phone

7149638302

Tax Period

2024-07-01 to 2025-06-30

PTA California Congress of Parents 3508, founded in 1986, is a small nonprofit that reported $105K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 32% operating margin.

Mission

To bring educators and the public together to provide the highest advantages of physical, mental, social and educational enrichment to the students of Hawes Elementary School

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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 $60,069

Program Service Revenue $0

Investment Income $0

Other Revenue $45,404

TOTAL REVENUE $105,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,022

Other Expenses $71,417

TOTAL EXPENSES $71,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$105,473	$82,580	+0.3%
Expenses	$71,417	$92,946	-0.2%
Net Income	$34,056	$-10,366	-4.3%

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
Meredith Nguyen	President	6.00	Director	$0	$0	$0
Jake Loughridge	Vice President	6.00	Director	$0	$0	$0
Emily Selna	Tresurer	6.00	Director	$0	$0	$0
Nicole Busse	Secretary	6.00	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	$105,473	$71,417	$80,338	$34,056
2024	$82,580	$92,946	$46,282	$-10,366
2023	$78,258	$88,329	$56,668	$-10,071
2022	$51,767	$48,239	$56,578	$3,528
2021	$38,768	$30,507	$49,288	$8,261
2020	$53,010	$90,125	$41,027	$-37,115
2019	$95,698	$49,977	$45,721	$45,721

PTA California Congress of Parents 3508