PTA CALIFORNIA CONGRESS OF PARENTS BUTTERFIELD RANCH ELEMENTARY (EIN 330370209) - 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

1986

Legal Domicile

Principal Officer

JOEL ULLOA

Phone

9095910766

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS BUTTERFIELD RANCH ELEMENTARY, founded in 1986, is a small nonprofit that reported $118K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

PROMOTE THE EDUCATION OF THE YOUTH IN THE COMMUNITY THROUGH FIELD TRIPS, SKILL ASSESSMENTS, PROMOTION, LOVE OF LEARNING AND READING, LEARNING PRINCIPALS OF LEADERSHIP AND BEING GOOD CITIZENS, DEVELOPEMENT OF POSITIVE RELATIONSHIPS BETWEEN ADMINISTRATION, TEACHERS AND STUDENTS AND THEIR MUTUAL ACHIEVEMENT OF SHORT TERM AND LONG TERM GOALS IN THEIR EDUCATIONAL PURSUITS AS WELL AS ACTIVITIES PROMOTING FAMILY UNITY AND MEMORIES.

🔒

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 $42,651

Program Service Revenue $71,921

Investment Income $0

Other Revenue $2,994

TOTAL REVENUE $117,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $323

Program Expenses $114,078

Other Expenses $115,614

TOTAL EXPENSES $115,614

Year-over-Year Comparison

	2024	2023	Change
Revenue	$117,566	$129,697	-0.1%
Expenses	$115,614	$132,806	-0.1%
Net Income	$1,952	$-3,109	-1.6%

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
STEPHANIE ANDERSON	TREASURER	N/A	Officer	$0	$0	$0
MIA BROWN	SECRETARY	10.00	Officer	$0	$0	$0
KRISTA NASH	VP MEMBERSHI	10.00	Officer	$0	$0	$0
JOEL ULLOA	PRESIDENT	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
2025	$117,566	$115,614	$32,471	$1,952
2024	$129,697	$132,806	$30,754	$-3,109
2023	$125,900	$124,132	$33,870	$1,768
2022	$62,484	$46,561	$32,102	$15,923
2021	$12,158	$29,122	$16,179	$-16,964
2020	$118,453	$112,163	$33,143	$6,290
2019	$102,372	$107,305	$26,853	$-4,933
2018	$109,249	$104,715	$32,209	$4,534

PTA CALIFORNIA CONGRESS OF PARENTS BUTTERFIELD RANCH ELEMENTARY