PTA California Congress of Parents Los Alamitos PTA (EIN 770010851) - 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

Legal Domicile

Phone

4085356297

Tax Period

2023-07-01 to 2024-06-30

PTA California Congress of Parents Los Alamitos PTA is a small nonprofit that reported $191K in total revenue in fiscal year 2023. Expenses of $227K exceeded revenue, resulting in a 19% operating deficit.

Mission

The mission of the California State PTA is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership, and communication.

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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 $104,048

Program Service Revenue $11,972

Investment Income $53

Other Revenue $74,506

TOTAL REVENUE $190,579

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217,808

Other Expenses $226,544

TOTAL EXPENSES $226,544

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,579	$188,533	+0.0%
Expenses	$226,544	$145,175	+0.6%
Net Income	$-35,965	$43,358	-1.8%

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

N/A

Employees

N/A

Volunteers

100

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
Garvi Koushik	President	5.00	Officer	$0	$0	$0
Danielle Cashen	Vice President	5.00	Officer	$0	$0	$0
Stephanie Pearson-Phillips	Secretary	3.00	Officer	$0	$0	$0
Carrie Toolson	Treasurer	3.00	Officer	$0	$0	$0
Juliana Sullivan	Auditor	1.00	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	$190,579	$226,544	$331,116	$-35,965
2023	$188,533	$145,175	$367,081	$43,358
2020	$229,176	$116,641	$276,659	$112,535
2019	$179,243	$189,041	$164,124	$-9,798

PTA California Congress of Parents Los Alamitos PTA