PTA California Congress (EIN 680147051) - 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

2010

Legal Domicile

Principal Officer

Batkhuu Barjargal

Phone

9256725252

Tax Period

2020-07-01 to 2021-06-30

PTA California Congress, founded in 2010, is a micro nonprofit that reported $31K in total revenue in fiscal year 2020. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $27K left a modest 12% surplus.

Mission

Organization's Primary Purpose Highland Elementary School PTA is dedicated to the improvement of its childrens' education through financial support and fundraising

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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 (2020)

Revenue Breakdown

Contributions & Grants $30,616

Program Service Revenue $0

Investment Income $197

Other Revenue $0

TOTAL REVENUE $30,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,658

Program Expenses $20,941

Other Expenses $27,218

TOTAL EXPENSES $27,218

Year-over-Year Comparison

	2020	2019	Change
Revenue	$30,813	$73,080	-0.6%
Expenses	$27,218	$70,890	-0.6%
Net Income	$3,595	$2,190	+0.6%

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
David Swider	President	1.00	Officer	$0	$0	$0
Chris Celio	Executive Vice Pres.	1.00	Officer	$0	$0	$0
Jennifer Slater	Vice President - Student Programs	1.00	Officer	$0	$0	$0
Kathleen Blaine	Secretary	0.50	Officer	$0	$0	$0
Bat Batjargal	Treasurer	0.50	Officer	$0	$0	$0
Michelle Sardi	Financial Secretary	0.50	Officer	$0	$0	$0
Sonya Ramos	Safety	0.25	Officer	$0	$0	$0
Jackie Hernandez	Historian	0.25	Officer	$0	$0	$0
Michelle Lutz	Membership	0.25	Officer	$0	$0	$0
Lissette Herrera	Membership	0.25	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
2021	$30,813	$27,218	$127,877	$3,595
2020	$73,080	$70,807	$124,283	$2,273
2019	$109,164	$97,776	$134,804	$11,388
2018	$117,686	$188,282	$123,449	$-70,596

PTA California Congress