PALOMA ELEMENTARY PTA

EIN: 330670807 501(c)(3)

Temecula, CA

Total Revenue
$56,481
Total Expenses
$58,387
Total Assets
$7,670
Net Assets
$7,670
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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
1998
Legal Domicile
CA
Tax Period
2018-07-01 to 2019-06-30

PALOMA ELEMENTARY PTA, founded in 1998, is a micro nonprofit that reported $56K in total revenue in fiscal year 2018.

Mission

ENRICHMENT OF EDUCATION FOR STUDENTS

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $53,702
Program Service Revenue $2,779
Investment Income $0
Other Revenue $0
TOTAL REVENUE $56,481

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $13,799
Program Expenses $40,773
Other Expenses $58,387
TOTAL EXPENSES $58,387

Year-over-Year Comparison

2018 2017 Change
Revenue $56,481 $58,689 0.0%
Expenses $58,387 $62,469 -0.1%
Net Income $-1,906 $-3,780 -0.5%
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

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Governance

Voting Members
8
Independent Members
8
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
3
$0
Total Directors
0
$0
Key Employees
5
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SARAH MCPHERSON VP MEMBERSHIP 5.00
Officer
$0 $0 $0
JESSICA MILLER PRESIDENT 10.00
Officer
$0 $0 $0
AMY JORDAN VP WAYS AND MEANS 5.00
Officer
$0 $0 $0
ERIKA GAYTAN SECRETARY 5.00
Key Emp
$0 $0 $0
CARRIE ROBINSONS PARLIAMENTARIAN 1.00
Key Emp
$0 $0 $0
ALISSA JULLIET VOLUNTEER COORDINATOR 1.00
Key Emp
$0 $0 $0
MELISSA SCHOCK VP PROGRAMS 5.00
Key Emp
$0 $0 $0
ANGELEE MCDOUGALL TREASURER 0.00
Key Emp
$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
2019 $56,481 $58,387 $7,670 $-1,906
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