PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 680471063) - 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

2001

Legal Domicile

Principal Officer

ASHLEY EDMUNDS

Phone

9253764435

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 2001, is a micro nonprofit that reported $23K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $44K exceeded revenue, resulting in a 93% operating deficit.

Mission

PARENT TEACHER ASSOCIATION FOR MORAGA ELEMENTARY SCHOOL COLLECTS AND SPENDS MONIES FOR THE EDUCATIONAL BENEFIT OF STUDENTS, TEACHERS AND THE SCHOOL. THE PANDEMIC HAS LIMITED ACTIVITIES FOR THE CURRENT FISCAL YEAR AS IT AFFECTED THE OPERATION OF THE SCHOOL.

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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 $3,233

Program Service Revenue $0

Investment Income $0

Other Revenue $19,770

TOTAL REVENUE $23,003

Expense Breakdown

Grants Paid $7,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,136

Other Expenses $36,879

TOTAL EXPENSES $44,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,003	$40,803	-0.4%
Expenses	$44,379	$37,381	+0.2%
Net Income	$-21,376	$3,422	-7.2%

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
ASHLEY EDMUNDS	PRESIDENT	12	Officer	$0	$0	$0
BETSY SHEALER	EXECUTIVE VICE PRESIDENT	2	Officer	$0	$0	$0
LILIANA TAFUR	VICE PRESIDENT OF FUNDRAISING	1	Officer	$0	$0	$0
LAURA DANFORTH	VICE PRESIDENT OF VOLUNTEERS	2	Officer	$0	$0	$0
LISA OSTERLING FITZGERALD	TREASURER	10	Officer	$0	$0	$0
LINDSAY MAYER	SECRETARY	2	Officer	$0	$0	$0
DAVID GOETT	PARLIMENTARIAN	1	Officer	$0	$0	$0
CARLY PARSONS	VICE PRESIDENT OF COMMUNICATIONS	2	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	$23,003	$44,379	$63,153	$-21,376
2024	No data	No data	No data	No data
2024	$40,803	$37,381	$84,313	$3,422
2023	$43,411	$31,242	$80,891	$12,169
2022	$44,961	$30,797	$68,722	$14,164
2021	$15,615	$18,914	$54,558	$-3,299

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC