PTA CALIFORNIA CONGRESS AND PARENTS

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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

2002

Legal Domicile

Principal Officer

JAMIE LOUIE

Phone

9494452910

Tax Period

2023-07-01 to 2024-06-30

PTA CALIFORNIA CONGRESS AND PARENTS, founded in 2002, is a small nonprofit that reported $162K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $156K left a modest 3% surplus.

Mission

PARENT TEACHER ASSOCIATION TO POSITIVELY IMPACT THE LIVES OF ALL CHILDERN AND FAMILIES REPERSENTING OUR MEMBERS AND EMPOWERING THEM AND SUPPORTING THEM WITH SKILLS IN ADVOCACY, LEADERSHIP AND COMMUNICATION.

Program Service Accomplishments

Program 1

Expenses: $69,116

CLASSROOM/TEACHER SUPPORT

Program 2

Expenses: $71,387

CLASSROOM/TEACHER SUPPORT

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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 $16,391

Program Service Revenue $145,252

Investment Income $0

Other Revenue $0

TOTAL REVENUE $161,643

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $156,465

Other Expenses $156,465

TOTAL EXPENSES $156,465

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,643	$174,268	-0.1%
Expenses	$156,465	$152,151	+0.0%
Net Income	$5,178	$22,117	-0.8%

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
LAUREN DEVRIES	RECORDING SE	20.00	Officer	$0	$0	$0
JENNI DUGAN	VP PROGRAMS	4.00	Officer	$0	$0	$0
JENNIFER GOODMAN	TREASURER	10.00	Officer	$0	$0	$0
CLARE GROENEVELD	VP ELEMENTAR	1.00	Officer	$0	$0	$0
ANN LANDIE	VP MIDDLE SC	10.00	Officer	$0	$0	$0
JAMIE LOUIE	PRESIDENT	20.00	Officer	$0	$0	$0
WENDY WATERS	FINANCIAL SE	15.00	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	$161,643	$156,465	$173,987	$5,178
2023	$174,268	$152,151	$168,809	$22,117
2022	$176,853	$172,538	$145,692	$4,315
2021	$32,416	$21,753	$141,376	$10,663
2020	$23,208	$33,045	$130,713	$-9,837
2019	$100,159	$103,089	$140,550	$-2,930