PTA California Congress of Parents… - 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

1993

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

PTA California Congress of Parents Magnolia, founded in 1993, is a small nonprofit that reported $209K in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum.

Mission

We raise funds to provide services and programs to the Magnolia Elementary kids

Program Service Accomplishments

Program 1

Expenses: $206,748 Revenue: $208,800

Provide school wide events for students and their families, learning materials and supplies for students, teaching supplies and materials for staff and help fund the arts & garden

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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 (2023)

Revenue Breakdown

Contributions & Grants $208,800

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $208,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $206,748

Other Expenses $208,033

TOTAL EXPENSES $208,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$208,800	$138,490	+0.5%
Expenses	$208,033	$138,519	+0.5%
Net Income	$767	$-29	-27.4%

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

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
Whitney Baker	Financial Secretary	3.00	Officer	$0	$0	$0
Amy Wardak	Treasurer	2.00	Officer	$0	$0	$0
Maddy Kilkenny	President	5.00	Officer	$0	$0	$0
Jenny Burlington	Executive VP	4.00	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	No data	No data	No data	No data
2024	$208,800	$208,033	$88,632	$767

PTA California Congress of Parents Magnolia