PTA CALIFORNIA CONGRESS OF PARENTS… - 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

1910

Legal Domicile

Principal Officer

ANNA GOLDBERG

Phone

4088673476

Tax Period

2023-08-01 to 2024-06-30

PTA CALIFORNIA CONGRESS OF PARENTS DBA SARATOGA ELEMENTARY PTA, founded in 1910, is a small nonprofit that reported $185K in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $71K, a strong 39% operating margin.

Mission

TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, AND COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $105,457

PROVIDE FUNDING TO CLASSROOMS, STUDENT EDUCATION. ENRICHMENTS, SCHOOL COMMUNITY BUILDING, VOLUNTEER MEETINGS, CAMPUS SUPPLIES AND IMPROVEMENTS.

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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 $116,261

Program Service Revenue $0

Investment Income $0

Other Revenue $68,548

TOTAL REVENUE $184,809

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,457

Other Expenses $113,639

TOTAL EXPENSES $113,639

Year-over-Year Comparison

	2023	2022	Change
Revenue	$184,809	$103,648	+0.8%
Expenses	$113,639	$120,612	-0.1%
Net Income	$71,170	$-16,964	-5.2%

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

N/A

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
RENUKA SINNATHAMBY	VP MEMBERSHIP	1.00	Director	$0	$0	$0
DANIELLA BENTO FONSECHI GOTO	VP PROGRAMS	2.00	Director	$0	$0	$0
BETH SICS	VP COMMUNICATIONS	8.00	Director	$0	$0	$0
FARNOUSH DREXEL	VP FAMILY ENGAGEMENT	3.00	Director	$0	$0	$0
ANNA GOLDBERG	VP FUNDRAISING	0.50	Director	$0	$0	$0
LORRIE PEETERS	RECORDING SECRETARY	15.00	Director	$0	$0	$0
SHIKHA KALRA	FINANCIAL SECRETARY	8.00	Director	$0	$0	$0
ISABEL OH	SEF SITE REP	1.00	Director	$0	$0	$0
PARNIYAN CAGATAY	AUDITOR	1.00	Director	$0	$0	$0
NATSUKI TAGUCHI	AUDITOR	1.00	Director	$0	$0	$0
SNEHA MELKOTE	TREASURER ASSISTANT	11.00	Director	$0	$0	$0
MAHSHID MALEKI	PRESIDENT	15.00	Officer	$0	$0	$0
ISABEL OH	EXECUTIVE VP	5.00	Officer	$0	$0	$0
SANJAY KALRA	TREASURER	3.00	Officer	$0	$0	$0
CLAUDIA FORD	HISTORIAN	0.75	Officer	$0	$0	$0
LORI TURNER	PARLIAMENTARIAN	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
2025	No data	No data	No data	No data
2024	$184,809	$113,639	$132,001	$71,170

PTA CALIFORNIA CONGRESS OF PARENTS DBA SARATOGA ELEMENTARY PTA