PTA CALIFORNIA CONGRESS ARROYO VISTA PTA (EIN 330530094) - 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

1992

Legal Domicile

Principal Officer

Allison Vu

Phone

9492345951

Tax Period

2023-07-01 to 2024-06-30

PTA CALIFORNIA CONGRESS ARROYO VISTA PTA, founded in 1992, is a small nonprofit that reported $173K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 30% operating margin.

Mission

Support, Advocacy, Education and Education enrichment to benefit, the students, families and staff of Arroyo Vista K-8 School.

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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 $17,497

Program Service Revenue $44,546

Investment Income $5

Other Revenue $111,114

TOTAL REVENUE $173,162

Expense Breakdown

Grants Paid $45,394

Salaries & Benefits $0

Fundraising Expenses $8,523

Program Expenses $106,923

Other Expenses $75,237

TOTAL EXPENSES $120,631

Year-over-Year Comparison

	2023	2022	Change
Revenue	$173,162	$110,562	+0.6%
Expenses	$120,631	$113,174	+0.1%
Net Income	$52,531	$-2,612	-21.1%

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
Meagan Woolston	President	020.00	Officer	$0	$0	$0
Nina de Winter-Peer	Exec. V. P.	015.00	Officer	$0	$0	$0
Sara Ajster	V. P. Membership	005.00	Officer	$0	$0	$0
Angie Mathews	V. P. Ways and Means	005.00	Officer	$0	$0	$0
Amber Callahan See Schedule O	V.P. Programs	005.00	Officer	$0	$0	$0
Mandy Howard	V. P. Communications	002.00	Officer	$0	$0	$0
Allison Vu	Treasurer	020.00	Officer	$0	$0	$0
Kjersten Johnson	Financial Secy	010.00	Officer	$0	$0	$0
Sunny Thomas	Recording Secy	002.00	Officer	$0	$0	$0
DeAnthony Tunstall	Historian	001.00	Officer	$0	$0	$0
Bethany Barnette	Auditor	001.00	Officer	$0	$0	$0
Sara Sturhann See Schedule O	Advocacy	001.00	Officer	$0	$0	$0
Sarah Draper	Parliamentarian	001.00	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	$173,162	$120,631	$133,650	$52,531

PTA CALIFORNIA CONGRESS ARROYO VISTA PTA