JOAQUIN MORAGA INTERMEDIATE PTA PT… - Form 990 Financial Data

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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

1995

Legal Domicile

Principal Officer

Jennifer LaForce

Phone

9253765943

Tax Period

2023-07-01 to 2024-06-30

JOAQUIN MORAGA INTERMEDIATE PTA PTA CALIF CONGRESS OF PARENTS & TEACHERS, founded in 1995, is a small nonprofit that reported $128K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $119K left a modest 7% surplus.

Mission

PTA assists students, teachers and parents to create an engaging and inclusive environment that enables learning and community-building.

Program Service Accomplishments

Program 1

Expenses: $112,718 Revenue: $92,188

ENRICHMENT----------PTA PROVIDES SUPPORT FOR TEACHERS AND CLASSROOMS. THESE ENRICHMENT FUNDS SUPPLEMENTED NEARLY ALL GRADE LEVELS TO ALLOW THE PURCHASE OF 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.

Program 2

OTHER PROGRAMS--------------ADDITIONAL PROGRAM SERVICES INCLUDE providing support FOR SCHOOL SPIRIT, SUCH AS SPIRITWEAR, SOCIAL EVENTS AND publishing the bi-weekly PTA newsletter and the annual...

OTHER PROGRAMS--------------ADDITIONAL PROGRAM SERVICES INCLUDE providing support FOR SCHOOL SPIRIT, SUCH AS SPIRITWEAR, SOCIAL EVENTS AND publishing the bi-weekly PTA newsletter and the annual student directory.

Program 3

OUTSIDE ACTIVITIES------------------THE PTA SUPPORTS SEVERAL ACTIVITIES OUTSIDE OF REGULAR SCHOOL HOURS FOR STUDENT PARTICIPATION AND FOR THE PROMOTION OF SCHOOL UNITY. AMONG OTHER THINGS, THIS...

OUTSIDE ACTIVITIES------------------THE PTA SUPPORTS SEVERAL ACTIVITIES OUTSIDE OF REGULAR SCHOOL HOURS FOR STUDENT PARTICIPATION AND FOR THE PROMOTION OF SCHOOL UNITY. AMONG OTHER THINGS, THIS INCLUDES CREATIVE ARTS & WRITING, DANCE CLUB, GRADE LEVEL SOCIAL EVENTS,Teacher Appreciation, AND OTHER MISCELLANEOUS ACTIVITIES.

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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 $35,554

Program Service Revenue $92,188

Investment Income $21

Other Revenue $0

TOTAL REVENUE $127,763

Expense Breakdown

Grants Paid $30,262

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,718

Other Expenses $88,588

TOTAL EXPENSES $118,850

Year-over-Year Comparison

	2023	2022	Change
Revenue	$127,763	$90,483	+0.4%
Expenses	$118,850	$80,646	+0.5%
Net Income	$8,913	$9,837	-0.1%

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
Sandra Wasicek	President	10.00	Officer Director	$0	$0	$0
Lana Lepikhova	VP Community	2.00	Officer Director	$0	$0	$0
Ana Wolbert	Treasurer	8.00	Officer Director	$0	$0	$0
Yvonne Ling	VP Communicat	4.00	Officer Director	$0	$0	$0
Lynn Andrews	VP Academics	2.00	Officer Director	$0	$0	$0
Katariina Tuovinen	Secretary	2.00	Officer Director	$0	$0	$0
Kim Watkins	Fin Secretary	2.00	Officer Director	$0	$0	$0
Leah Riggins	VP School Supp	3.00	Officer Director	$0	$0	$0
Lena Cooper	Parliamentarian	2.00	Officer Director	$0	$0	$0
Jennifer LaForce	President	10.00	Officer Director	$0	$0	$0
Mike Plant	Principal	2.00	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
2025	No data	No data	No data	No data
2024	$127,763	$118,850	$69,262	$8,913
2023	$90,483	$80,646	$60,349	$9,837
2022	$228,891	$214,991	$50,512	$13,900
2020	$213,254	$220,247	$59,897	$-6,993
2019	$265,765	$311,369	$66,890	$-45,604
2018	$266,760	$250,599	$112,494	$16,161

JOAQUIN MORAGA INTERMEDIATE PTA PTA CALIF CONGRESS OF PARENTS & TEACHERS