PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 330306038) - 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

1988

Legal Domicile

Principal Officer

Jessie Sung

Phone

9499365800

Tax Period

2019-07-01 to 2020-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 1988, is a micro nonprofit that reported $21K in total revenue in fiscal year 2019. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $42K exceeded revenue, resulting in a 98% operating deficit.

Mission

TO FUND EDUCATIONAL PROGRAMS

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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 (2019)

Revenue Breakdown

Contributions & Grants $10,734

Program Service Revenue $6,045

Investment Income $0

Other Revenue $4,220

TOTAL REVENUE $20,999

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,129

Other Expenses $41,516

TOTAL EXPENSES $41,516

Year-over-Year Comparison

	2019	2018	Change
Revenue	$20,999	$62,221	-0.7%
Expenses	$41,516	$53,489	-0.2%
Net Income	$-20,517	$8,732	-3.3%

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

327

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
RYAN WEITZMAN	PRESIDENT	5.00	Director	$0	$0	$0
ANA MARIE STEWART	FINANCIAL SECRETARY	2.00	Director	$0	$0	$0
CAROLINE BLEAKER	RECORDING SECRETARY	2.00	Director	$0	$0	$0
NOREEN RUBINO	TREASURER	3.00	Director	$0	$0	$0
SARAH ATONDO	HOSPITALITY	2.00	Director	$0	$0	$0
ALYSON PETERSON	HISTORIAN	1.00	Director	$0	$0	$0
KEVIN MAGINNIS	AUDITOR	2.00	Director	$0	$0	$0
JUN YU	VOLUNTEERS & SPIRITWEAR	1.00	Director	$0	$0	$0
VELVET MISCIONE	VP PROGRAMMING	2.00	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
2020	$20,999	$41,516	$6,431	$-20,517
2019	$62,221	$53,489	$26,948	$8,732

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC