PTA CALIFORNIA CONGRESS ARROYO ELEMENTARY SCHOOL PTA (EIN 330580269) - 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

1993

Principal Officer

KATIE BLEVINS

Phone

7147307381

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS ARROYO ELEMENTARY SCHOOL PTA, founded in 1993, is a small nonprofit that reported $240K in total revenue in fiscal year 2024. Expenses of $273K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO SUPPORT THE STUDENTS, SCHOOL, & FAMILIES OF ARROYO ELEMENTARY SCHOOL (TUSTIN USD) WITH PROGRAMS, EDUCATIONAL ENRICHMENT, AND INFORMATION.

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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 $51,708

Program Service Revenue $0

Investment Income $0

Other Revenue $188,528

TOTAL REVENUE $240,236

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,393

Program Expenses $260,865

Other Expenses $273,398

TOTAL EXPENSES $273,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$240,236	$237,263	+0.0%
Expenses	$273,398	$291,918	-0.1%
Net Income	$-33,162	$-54,655	-0.4%

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

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
KATIE BLEVINS	PRESIDENT	3.00	Officer	$0	$0	$0
TAYLOR CHERRY	EXEC VICE PR	3.00	Officer	$0	$0	$0
DANA COLLINS	TREASURER	3.00	Officer	$0	$0	$0
LINDA KIM	CORRSPNDNG S	3.00	Officer	$0	$0	$0
MADELIN KONRADY	RECORDING SE	3.00	Officer	$0	$0	$0
HELENA KRACH	HISTORIAN	3.00	Officer	$0	$0	$0
CINDY LEE	1ST VP- WAYS	3.00	Officer	$0	$0	$0
DANA MADHAVAN	FINANCIAL SE	3.00	Officer	$0	$0	$0
CLAUDIA ROUNAGHI	3RD VP- COMM	3.00	Officer	$0	$0	$0
MIMI SHOEMAKER	2ND VP- PROG	3.00	Officer	$0	$0	$0
STEPHANIE SJAUW	PARLIAMENTAR	3.00	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	$240,236	$273,398	$155,088	$-33,162
2024	$237,263	$291,918	$185,625	$-54,655
2023	$196,025	$184,501	$240,280	$11,524
2022	$197,531	$94,175	$228,418	$103,356
2021	$100,652	$62,800	$248,771	$37,852
2020	$79,674	$133,966	$209,545	$-54,292
2019	$311,249	$324,050	$143,509	$-12,801

PTA CALIFORNIA CONGRESS ARROYO ELEMENTARY SCHOOL PTA