California Congress of Parents Matthew Turner PTA (EIN 680349904) - 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

1994

Legal Domicile

Principal Officer

Jackie Valderrama

Phone

7077478390

Tax Period

2023-07-01 to 2024-06-30

California Congress of Parents Matthew Turner PTA, founded in 1994, is a small nonprofit that reported $175K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $217K exceeded revenue, resulting in a 24% operating deficit.

Mission

The Matthew Turner PTA supports the Matthew Turner Elementary School located in Benicia, California.

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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 $175,478

Program Service Revenue $0

Investment Income $9

Other Revenue $0

TOTAL REVENUE $175,487

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $57,841

Program Expenses $155,490

Other Expenses $217,306

TOTAL EXPENSES $217,306

Year-over-Year Comparison

	2023	2022	Change
Revenue	$175,487	$146,999	+0.2%
Expenses	$217,306	$113,329	+0.9%
Net Income	$-41,819	$33,670	-2.2%

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
Heather Kirby	President	0.50	Officer	$0	$0	$0
Brooke Thompson	Secretary	0.25	Officer	$0	$0	$0
Jackie Valderrama	Treasurer	0.25	Officer	$0	$0	$0
Juliana Jones-Munson	Auditor	0.25	Officer	$0	$0	$0
Dolly Zink	Historian	0.25	Officer	$0	$0	$0
Samantha Murphy	Parliamentarian	0.25	Officer	$0	$0	$0
Tonza Christian	V.P. Communications	0.50	Officer	$0	$0	$0
Kim Macenski	V.P. Fundraising	0.00	Officer	$0	$0	$0
Puneet Khera	Membership	0.25	Officer	$0	$0	$0
Mia Galligan	V.P. Programs	0.25	Officer	$0	$0	$0
Rowena Fuentecilla	V.P. Volunteers	0.25	Officer	$0	$0	$0
Aimee Macias	District Mentor/Advisor	0.25	Officer	$0	$0	$0
Alexa Ponder	Outreach	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
2024	No data	No data	No data	No data
2024	$175,487	$217,306	$247,279	$-41,819
2023	$146,999	$113,329	No data	$33,670
2022	$125,701	$64,781	$308,638	$60,920
2021	$66,550	$53,412	$247,718	$13,138
2020	$132,204	$123,090	$234,580	$9,114
2019	$184,704	$140,857	$225,442	$43,847
2018	$236,022	$250,753	$181,596	$-14,731

California Congress of Parents Matthew Turner PTA