PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC

EIN: 770395296 501(c)(3)

Milpitas, CA

Total Revenue
$84,967
Total Expenses
$99,939
Total Assets
$9,707
Net Assets
$9,707
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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
2010
Legal Domicile
CA
Principal Officer
Ram Upadhyay
Phone
4086352852
Tax Period
2023-07-01 to 2024-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 2010, is a micro nonprofit that reported $85K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $100K exceeded revenue, resulting in a 18% operating deficit.

Mission

Curtner Elementary Parent 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 communications.

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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 (2023)

Revenue Breakdown

Contributions & Grants $110,333
Program Service Revenue $279
Investment Income $0
Other Revenue $-25,645
TOTAL REVENUE $84,967

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $97,262
Other Expenses $99,939
TOTAL EXPENSES $99,939

Year-over-Year Comparison

2023 2022 Change
Revenue $84,967 $59,124 +0.4%
Expenses $99,939 $51,263 +0.9%
Net Income $-14,972 $7,861 -2.9%
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

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
50

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
10
$0
Total Directors
0
$0
Key Employees
7
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Julie Tran Membership 5
Officer
$0 $0 $0
Vidhya Balu Historian 5
Officer
$0 $0 $0
Anjana Venkat Parliamentarian 5
Officer
$0 $0 $0
Keith Canda Volunteer Chair 5
Officer
$0 $0 $0
Adeline Hoang Hospitality Chair 5
Officer
$0 $0 $0
Arti Sharma Auditor 5
Officer
$0 $0 $0
Monica Chen Event Coordinator 5
Officer
$0 $0 $0
Sweta Nayak Webmaster 5
Officer
$0 $0 $0
Jenny Tran Volunteer Chair 5
Officer
$0 $0 $0
Kevin Slavin Principal 3
Officer
$0 $0 $0
Ram Upadhyay Treasurer 7
Key Emp
$0 $0 $0
Kim Nguyen Truong School Rep 5
Key Emp
$0 $0 $0
Sarah Tran Exec VP 7
Key Emp
$0 $0 $0
Nancy Villagomez Secretary 7
Key Emp
$0 $0 $0
Tina Nievera President 7
Key Emp
$0 $0 $0
Srabasti Gupta VP Leadership 5
Key Emp
$0 $0 $0
Garima Mathur VP Communication 5
Key Emp
$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 $84,967 $99,939 $9,707 $-14,972
2023 $59,124 $51,263 $25,542 $7,861
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