PTA CONGRESS OF PARENTS TEACHERS & STUDENTS INC - VALLE VERDE PTA (EIN 680259821) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1943

Legal Domicile

Principal Officer

JESSICA HUNT

Phone

9259437504

Tax Period

2023-07-01 to 2024-06-30

PTA CONGRESS OF PARENTS TEACHERS & STUDENTS INC - VALLE VERDE PTA, founded in 1943, is a small nonprofit that reported $189K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $31K, a strong 16% operating margin.

Mission

TO SUPPORT THE EDUCATIONAL EXPERIENCE FOR ALL STUDENTS AT VALLE VERDE ELEMENTARY SCHOOL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $187,532

Program Service Revenue $982

Investment Income $44

Other Revenue $0

TOTAL REVENUE $188,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,180

Other Expenses $157,769

TOTAL EXPENSES $157,769

Year-over-Year Comparison

	2023	2022	Change
Revenue	$188,558	$280,135	-0.3%
Expenses	$157,769	$218,808	-0.3%
Net Income	$30,789	$61,327	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

110

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
JESSICA HUNT	President	10.00	Officer Director	$0	$0	$0
LINDY SULLIVAN	V.P. COMMS	3.00	Officer Director	$0	$0	$0
JENNIFER ENZWEILER	Treasurer	10.00	Officer Director	$0	$0	$0
JANE KLINGER	Secretary	6.00	Officer Director	$0	$0	$0
TYLER EPTING	V.P. SAFETY	1.00	Officer Director	$0	$0	$0
KARI CHAU	HISTORIAN	1.00	Director	$0	$0	$0
JESSICA YOUNG	PARLIAMENTARIAN	6.00	Director	$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
2024	$188,558	$157,769	$410,885	$30,789
2023	$280,135	$218,808	$380,096	$61,327
2022	$234,286	$167,005	$318,769	$67,281
2020	$254,938	$201,800	$271,656	$53,138
2019	$222,317	$169,815	$223,280	$52,502
2018	$188,406	$191,040	$177,544	$-2,634

PTA CONGRESS OF PARENTS TEACHERS & STUDENTS INC - VALLE VERDE PTA