Valencia Elementary School PTA California Congress (EIN 330195996) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

Alissa McCanta

Phone

9498303650

Tax Period

2024-07-01 to 2025-06-30

Valencia Elementary School PTA California Congress, founded in 1989, is a small nonprofit that reported $209K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $84K, a strong 40% operating margin.

Mission

Information, advocacy, educational enrichment for the students, families and staff of Valencia Elementary School.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $41,981

Program Service Revenue $45,697

Investment Income $24

Other Revenue $121,254

TOTAL REVENUE $208,956

Expense Breakdown

Grants Paid $32,300

Salaries & Benefits $0

Fundraising Expenses $2,002

Program Expenses $113,115

Other Expenses $92,197

TOTAL EXPENSES $124,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,956	$185,041	+0.1%
Expenses	$124,497	$146,592	-0.2%
Net Income	$84,459	$38,449	+1.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Remy Dietz	President	017.00	Officer	$0	$0	$0
Jill Fitzpatrick	Exec. V. P.	010.50	Officer	$0	$0	$0
Beth Zeffer	V. P. Programs	000.75	Officer	$0	$0	$0
Karolin Stradling	V. P. Ways and Means	000.50	Officer	$0	$0	$0
Alissa McCanta	Treasurer	004.50	Officer	$0	$0	$0
Trang Nguyen	Recording Secy	003.00	Officer	$0	$0	$0
Christine Egge Schedule O	Financial Secy	007.00	Officer	$0	$0	$0
Sarah Carrido	Auditor, Communications	003.00	Officer	$0	$0	$0
Shannon Gerlach	Parliamentarian	000.50	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
2025	$208,956	$124,497	$207,037	$84,459
2023	$200,883	$189,169	$168,572	$11,714
2019	$75,629	$8,208	$101,516	$67,421
2018	$232,966	$174,268	$78,457	$58,698

Valencia Elementary School PTA California Congress