Bonita Canyon Elementary PTA (EIN 330238486) - 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

1987

Legal Domicile

Principal Officer

Christina Chen

Phone

9499365450

Tax Period

2023-07-01 to 2024-06-30

Bonita Canyon Elementary PTA, founded in 1987, is a small nonprofit that reported $158K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year.

Mission

To positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in education, leadership and communications.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $77,084

Program Service Revenue $15,845

Investment Income $4,749

Other Revenue $60,208

TOTAL REVENUE $157,886

Expense Breakdown

Grants Paid $63,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $162,554

Other Expenses $104,235

TOTAL EXPENSES $170,883

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,886	$183,857	-0.1%
Expenses	$170,883	$212,788	-0.2%
Net Income	$-12,997	$-28,931	-0.6%

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
Rhea Weiss	President	20.00	Officer	$0	$0	$0
Sarah Klein	Vice President	20.00	Officer	$0	$0	$0
Jason Chao	VP, Membership	20.00	Officer	$0	$0	$0
Will Yeah	VP, Programs	20.00	Officer	$0	$0	$0
Crystal Spitale	VP, Ways & Means	20.00	Officer	$0	$0	$0
Christina Chen	Treasurer	20.00	Officer	$0	$0	$0
Lana Encheff	Recording Secretary	20.00	Officer	$0	$0	$0
Jesslyn Stewart	Financial Secretary	10.00	Officer	$0	$0	$0
Tracy O'Neal	Communications	10.00	Officer	$0	$0	$0
Andrew Matlaf	Financial Reviewer	10.00	Officer	$0	$0	$0
Jori Mendivil	Historian	10.00	Officer	$0	$0	$0
Aydan Mirza	Parliamentarian	10.00	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
2024	$157,886	$170,883	$253,874	$-12,997
2023	$183,857	$212,788	$266,871	$-28,931
2022	$193,493	$140,883	$295,802	$52,610
2020	$171,471	$229,909	$200,017	$-58,438
2019	$242,462	$143,994	$258,455	$98,468
2018	$192,250	$240,573	$159,987	$-48,323

Bonita Canyon Elementary PTA