Vista Grande PTA PARENT TEACHER AS… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Phone

9253141000

Tax Period

2023-07-01 to 2024-06-30

Vista Grande PTA PARENT TEACHER ASSOCIATION, founded in 1986, is a small nonprofit that reported $168K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $68K, a strong 41% operating margin.

Mission

to assist parents in developing the skills they need to raise and protect their children; and to encourage parent and public involvement in the public schools of California.

Program Service Accomplishments

Program 1

Expenses: $54,485

ENRICHMENT/ASSEMBLIES---------------------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. ASSEMBLIES HELD THROUGHOUT THE YEAR PROVIDED EDUCATIONAL ENRICHMENT FOR ALL STUDENTS ATTENDING VISTA GRANDE ELEMENTARY SCHOOL. THE PTA ALSO PROVIDES FUNDS FOR SCHOOL NURSE AND OFFICE SUPPORT STAFF.

Program 2

Expenses: $31,204

OUTSIDE ACTIVITIES------------------THE PTA SUPPORTS SEVERAL ACTIVITIES FOR THE PROMOTION OF SCHOOL UNITY. AMONG OTHER THINGS, THIS INCLUDES FUNDING FOR YEARBOOK, CARNIVAL, WINTER WONDERLAND DANCE...

OUTSIDE ACTIVITIES------------------THE PTA SUPPORTS SEVERAL ACTIVITIES FOR THE PROMOTION OF SCHOOL UNITY. AMONG OTHER THINGS, THIS INCLUDES FUNDING FOR YEARBOOK, CARNIVAL, WINTER WONDERLAND DANCE, MOM'S NIGHT OUT, AND OTHER MISCELLANEOUS ACTIVITIES.

Program 3

Expenses: $9,820

OTHER PROGRAMS--------------ADDITIONAL PROGRAM SERVICES INCLUDE (1) FUNDING PROGRAMS FOR STUDENTS IN NEED, (2) FUNDING SAFETY MATERIALS FOR SCHOOL USE, (3) SUPPORTING PARENT EDUCATION PROGRAMS AND...

OTHER PROGRAMS--------------ADDITIONAL PROGRAM SERVICES INCLUDE (1) FUNDING PROGRAMS FOR STUDENTS IN NEED, (2) FUNDING SAFETY MATERIALS FOR SCHOOL USE, (3) SUPPORTING PARENT EDUCATION PROGRAMS AND MATERIALS WHICH ENABLE VOLUNTEERS TO PROVIDE FOR AND COMMUNICATE WITH STUDENTS, AND (4) PROVIDING FINANCIAL SUPPORT FOR RED RIBBON WEEK, THE ANTI-DRUG PROGRAM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $76,232

Program Service Revenue $63,113

Investment Income $0

Other Revenue $28,508

TOTAL REVENUE $167,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,452

Other Expenses $99,683

TOTAL EXPENSES $99,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,853	$197,831	-0.2%
Expenses	$99,683	$161,582	-0.4%
Net Income	$68,170	$36,249	+0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

150

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
GILLIAN BROTHERSON	President	2.00	Officer Director	$0	$0	$0
ASHLEY WESTFALL	Executive VP	2.00	Officer Director	$0	$0	$0
BEVERLY MAZZARO	Treasurer	2.00	Officer Director	$0	$0	$0
JESSICA CHATTO	Fin'l Secretary	2.00	Officer Director	$0	$0	$0
JORDAN STEIN	Financ.Reviewer	2.00	Officer Director	$0	$0	$0
LAUREN HUDSON	Historian	2.00	Officer Director	$0	$0	$0
RAJ RAKKAR	Secretary	2.00	Officer Director	$0	$0	$0
TERI EISENHAUER	VP Communic	2.00	Officer Director	$0	$0	$0
ASHLEY BERNSTEIN	Legislative Adv	2.00	Officer Director	$0	$0	$0
ANNALISE BJAANES	VP Parent Educ	2.00	Officer Director	$0	$0	$0
HEATHER ZANIN	VP Membership	2.00	Officer Director	$0	$0	$0
BRENDA LUCKER	Parliamentarian	2.00	Officer 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	$167,853	$99,683	$225,364	$68,170
2023	$197,831	$161,582	$157,194	$36,249
2022	$144,947	$81,079	$120,945	$63,868
2021	$76,051	$234,941	$57,077	$-158,890
2020	$283,176	$261,826	$215,967	$21,350
2019	$411,203	$390,679	$194,617	$20,524
2018	$437,323	$461,640	$174,093	$-24,317

Vista Grande PTA PARENT TEACHER ASSOCIATION