PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC

EIN: 680471902 501(c)(3)

MORAGA, CA

Total Revenue
$62,639
Total Expenses
$65,600
Total Assets
$120,741
Net Assets
$120,741
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
CA
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

THE MISSION OF THE DONALD L. RHEEM ELEMENTARY SCHOOL PTA FOLLOWS THE MISSION OF THE NATIONAL PTA ORGANIZATION. THE PTA WAS FOUNDED IN 1897 DURING A TIME WHEN CHILDREN WORKED IN FACTORIES, MINES AND IN THE STREETS. CO-FOUNDER ALICE MCLENNAN BIRNEY HELPED DRIVE THE PROGRAM NATIONWIDE WITH THE PHILOSOPHY "LET US HAVE NO MORE CROAKING AS TO WHAT CANNOT BE DONE; LET US SEE WHAT CAN BE DONE, AND ABOVE ALL SEE THAT IT IS DONE." TODAY'S PTA MISSION IS (1) TO PROMOTE THE WELFARE OF CHILDREN AT HOME, SCHOOL AND COMMUNITY AND PACE OR WORSHIP, (2) TO RAISE THE STANDARDS OF HOME LIFE, (3) TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH, (4) TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL THAT PARENTS AND TEACHERS MAY COOPERATE INTELLEGENTLY IN THE EDUCATION OF CHILDREN, AND (5) TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL EDUCATION.

Program Service Accomplishments

Program 1
Expenses: $59,527 Revenue: $0

ENRICHMENTS/ASSEMBLIES: ASSEMBLIES HELD THOUGHOUT THE YEAR PROVIDE EDUCATIONAL ENRICHMENT FOR ALL STUDENTS ATTENDING RHEEN ELEMENTARY SCHOOL. ADDITIONAL ENRICHMENT FUNDS SUPPLEMENTED NEARLY ALL GRADE...

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ENRICHMENTS/ASSEMBLIES: ASSEMBLIES HELD THOUGHOUT THE YEAR PROVIDE EDUCATIONAL ENRICHMENT FOR ALL STUDENTS ATTENDING RHEEN ELEMENTARY SCHOOL. ADDITIONAL ENRICHMENT FUNDS SUPPLEMENTED NEARLY ALL GRADE LEVELS WITH SPECIAL PROGRAMS, MATERIALS AND SUPPLIES OUTSIDE THE REGULAR SCOPE OF GRADE REQUIREMENTS. PTA ALSO SUPPORTED TEACHERS BY ENABLING THEM TO PURCHASE CLASS SUPPLIES AND BOOKS TO SUPPLEMENT SCHOOL RESOURCES. ADDITIONAL, PTA SUPORTED AND ORGANIZED ACTIVITIES FOR OTHER EDUCATIONL PROGRMS, SUCH AS LIVING HISTORY AND SUMMER READING. LIBRARY AND TECHNOLOGY: THE PTA SUPPORTS LIBRARY AND TECHNOLOGY PROGRAMS AT THE SCH0OL BY PURCHASING ADDITIONAL MATERIALS. BOOKS, PERIODICALS, COMPUTERS AND SOFTWARE ARE UTILIZED BY VARIOUS STUDENTS AT ALL GRADE LEVELS. HOT LUNCH AND OTHER PROGRAMS: ADDITIONAL PROGRAM SERVICES INCLUDE (1) FUNDING PROGRAMS FOR NEEDY STUDENTS, (2) FUNDING SAFETY MATERIALS FOR SCHOOL USE, (3) SUPPORTING PARENT EDUCATION PROGRAMS AND MATERIALS WHICH ENABLE VOLUNTEERS TO PROVIDE FOR AND COMMUNICATE WITH STUDENTS, AND (4) PROVIDING FINANCIAL SUPPORT FOR THE SCHOOL'S HOT LUNCH PROGRAM. LIBRARY AND TECHNOLOGY: THE PTA SUPPORTS LIBRARY AND TECHNOLOGY PROGRAMS AT THE SCHOOL BY PURCHASING ADDITIONAL MATERIALS. BOOKS, PERIODICALS, COMPUTERS AND SOFTWARE ARE UTILIZED BY VARIOUS STUDENTS AT ALL GRADE LEVELS. HOT LUNCH AND OTHER PROGRAMS: ADDITIONAL PROGRAM SERVICES INCLUDE (1) FUNDING PROGRAMS FOR NEEDY STUDENTS, (2) FUNDING SAFTETY MATERIALS FOR SCHOOL USE, (3) SUPPORTING PARENT EDUCATION PROGRAMS AND MATERIALS WHICH ENABLE VOLUNTEERS TO PROVIDE FOR AND COMMUNICAGTE WITH STUDENTS, AND (4) SUPPORT FOR THE SCHOOL'S HOT LUNCH PROGRAM.

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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%)

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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

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Liquidity & Cash Position

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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
12
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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