EMPRESA ELEMENTARY PTA PTA CA CONG… - Form 990 Financial Data

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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

1989

Legal Domicile

Principal Officer

ALEXA PERREAULT

Phone

7609408454

Tax Period

2024-07-01 to 2025-06-30

EMPRESA ELEMENTARY PTA PTA CA CONGRESS OF PARENTS TEACHER, founded in 1989, is a small nonprofit that reported $157K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $226K exceeded revenue, resulting in a 44% operating deficit.

Mission

OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND THEIR FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $77,977

TO ENRICH THE LEARNING OF STUDENTS

Program 2

Expenses: $21,951

TO PROMOTE THE WELFARE OF STUDENTS

Program 3

Expenses: $16,568 Revenue: $7,538

TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT

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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 $4,253

Program Service Revenue $7,538

Investment Income $0

Other Revenue $145,126

TOTAL REVENUE $156,917

Expense Breakdown

Grants Paid $45,202

Salaries & Benefits $0

Fundraising Expenses $53,701

Program Expenses $116,496

Other Expenses $140,833

TOTAL EXPENSES $225,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$156,917	$165,508	-0.1%
Expenses	$225,647	$136,924	+0.6%
Net Income	$-68,730	$28,584	-3.4%

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

100

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
KATRINA BEAVEN	TREASURER	5.00	Officer	$0	$0	$0
ASHLEE BRITTSAN	FINANCIAL RE	5.00	Officer	$0	$0	$0
STACY ERICSON	SECRETARY	5.00	Officer	$0	$0	$0
VERONICA JASPER	HISTORIAN	5.00	Officer	$0	$0	$0
ANGIE MCVICKER	EXEC VP	10.00	Officer	$0	$0	$0
LINDSAY MEANS	ROOM PARENT	5.00	Officer	$0	$0	$0
ALEXA PERREAULT	PRESIDENT	15.00	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	$156,917	$225,647	$1,681	$-68,730
2024	$165,508	$136,924	$70,411	$28,584

EMPRESA ELEMENTARY PTA PTA CA CONGRESS OF PARENTS TEACHER