PTA California Congress Castille E… - 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

1980

Legal Domicile

Principal Officer

Dawn Ibara

Phone

9492315976

Tax Period

2024-07-01 to 2025-06-30

PTA California Congress Castille Elementary School PTA, founded in 1980, is a small nonprofit that reported $180K in total revenue in fiscal year 2024. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $93K, a strong 52% operating margin.

Mission

To provide information and advocacy to school families, students and staff. To assist in providing educational enrichment for the students at Castille Elementary School.

Program Service Accomplishments

Program 1

Expenses: $27,644 Revenue: $9,212

Student education enrichment Programs Funding

Program 2

Expenses: $16,337

School Support and Improvement Programs Funding

Program 3

Expenses: $9,420

Teacher and Staff Programs Funding

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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 $49,169

Program Service Revenue $9,212

Investment Income $5

Other Revenue $121,408

TOTAL REVENUE $179,794

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $26,620

Program Expenses $53,401

Other Expenses $82,705

TOTAL EXPENSES $86,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$179,794	$102,609	+0.8%
Expenses	$86,705	$118,839	-0.3%
Net Income	$93,089	$-16,230	-6.7%

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
Shirin Maasumi	Financial Secy	007.00	Director	$0	$0	$0
Heather Pevney	Financial Reviewer	001.75	Director	$0	$0	$0
Melissa Sharma	Parliamentarian	000.25	Director	$0	$0	$0
Breigh Haggarty	Purchasing	000.30	Director	$0	$0	$0
Lia Wilcox	Communications	001.00	Director	$0	$0	$0
Evelyn Harrington	Fundraising	002.75	Director	$0	$0	$0
Megan Washburn	Student Enrichment	003.50	Director	$0	$0	$0
Nancy Mosley	Hospitality	011.00	Director	$0	$0	$0
Katie Foth Schedule O	Historian	000.30	Director	$0	$0	$0
Adria Higginson	President	025.00	Officer	$0	$0	$0
Christina Michael	Exec. V. P.	001.50	Officer	$0	$0	$0
Dawn Ibara Schedule O	Treasurer	005.00	Officer	$0	$0	$0
Nancy Eckel	Secretary	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
2025	$179,794	$86,705	$182,035	$93,089
2019	$174,405	$145,174	$77,221	$29,231

PTA California Congress Castille Elementary School PTA