PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 680471902) - 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

DAWN NOVAK

Phone

9253764441

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 $63K in total revenue in fiscal year 2024. Revenue surged 110% from the prior year, signaling strong growth momentum.

Mission

FOLLOWS MISSION OF NATIONAL PTA ORGANIZATION TO PROMOTE THE WELFARE OF CHILDREN IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP AND TO SECURE FOR ALL CHILDREN THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL AND SOCIAL EDUCATION.

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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 $2,431

Program Service Revenue $0

Investment Income $0

Other Revenue $60,208

TOTAL REVENUE $62,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,527

Other Expenses $65,600

TOTAL EXPENSES $65,600

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,639	$29,785	+1.1%
Expenses	$65,600	$31,484	+1.1%
Net Income	$-2,961	$-1,699	+0.7%

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

128

Independent Members

128

Employees

N/A

Volunteers

128

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
DAWN NOVAK	PRESIDENT	9	Officer	$0	$0	$0
KATIE SPROUL	VICE PRESIDENT - FUNDRAISING	3	Officer	$0	$0	$0
MODJEH DAVARI	ASST VICE PRESIDENT - FUNDRAISING	1	Officer	$0	$0	$0
CHI MESA	ASST VICE PRESIDENT - COMMUNITY & LEADERSHIP	1	Officer	$0	$0	$0
MODJEH DAVARI	VICE PRESIDENT - COMMUNITY/LEADERSHIP	1	Officer	$0	$0	$0
STEPHANIE SLANEY	VICE PRESIDENT - COMMUNICATIONS	1	Officer	$0	$0	$0
CRYSTAL FELLERMAN	ASST. VICE PRESIDENT - COMMUNICATIONS	1	Officer	$0	$0	$0
CICI WONG	HISTORIAN AND AWARDS	1	Officer	$0	$0	$0
ELLA HERZIG	RECORDING SECRETARY	1	Officer	$0	$0	$0
BRIAN SHROCK	TREASURER	1	Officer	$0	$0	$0
MONICA RICHGELS	FINANCIAL SECREATARY	1	Officer	$0	$0	$0
JOANNA MORGAN	PARLIAMENTARIAN	1	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	$62,639	$65,600	$120,741	$-2,961
2024	$29,785	$31,484	$123,702	$-1,699
2023	$55,156	$28,946	$125,401	$26,210
2022	$52,271	$38,828	$99,191	$13,443
2021	$18,316	$26,146	$85,748	$-7,830

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC