PTA CA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC DBA FOREST HILL ELEMENTARY (EIN 770126424) - 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

1986

Legal Domicile

Phone

4083644279

Tax Period

2018-07-01 to 2019-06-30

PTA CA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC DBA FOREST HILL ELEMENTARY, founded in 1986, is a small nonprofit that reported $155K in total revenue in fiscal year 2018. The organization ran a surplus of $27K, a strong 17% operating margin.

Mission

THE MISSION OF FOREST HILL PTA IS TO ENHANCE THE EDUCATIONAL EXPERIENCE OF CHILDREN AND THEIR FAMILIES, AS WELL AS ESTABLISH A SENSE OF COMMUNITY. FOREST HILL PTA SUPPORTS PROGRAMS FOR ALL FOREST HILL STUDENTS FROM KINDERGARTEN THROUGH 5TH GRADE, INCLUDING SDC PRE-K THROUGH 5TH GRADE

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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 (2018)

Revenue Breakdown

Contributions & Grants $105,654

Program Service Revenue $13,648

Investment Income $0

Other Revenue $35,757

TOTAL REVENUE $155,059

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $705

Program Expenses $119,165

Other Expenses $127,944

TOTAL EXPENSES $127,944

Year-over-Year Comparison

	2018	2017	Change
Revenue	$155,059	$150,002	+0.0%
Expenses	$127,944	$122,466	+0.0%
Net Income	$27,115	$27,536	0.0%

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

290

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
VANESSA MUN	AUDITOR	0.10	Director	$0	$0	$0
DENISE KHALID	PRINCIPAL	1.00	Director	$0	$0	$0
JULIE CITTADINO	TEACHER REP	1.00	Director	$0	$0	$0
THERESA REESE	COMMUNIC. VP	3.00	Officer	$0	$0	$0
MANIKA SAWHNEY	MEMBERSHIP VP	1.00	Officer	$0	$0	$0
EMMALENA GREGORY BRYSON	President	5.00	Officer	$0	$0	$0
JILLIAN OPORTUS KICK	VP FUNDRAISING	4.00	Officer	$0	$0	$0
BALAJI IYENGAR	FIN SECRETARY	0.50	Officer	$0	$0	$0
SVETLANA KEYSER	EXECUTIVE VP	5.00	Officer	$0	$0	$0
SUDHEER CHEKKA	Treasurer	4.00	Officer	$0	$0	$0
MELANIE ESQUIVAL SIMPSON	Secretary	2.00	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
2025	No data	No data	No data	No data
2019	$155,059	$127,944	$110,009	$27,115

PTA CA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC DBA FOREST HILL ELEMENTARY