PTA CALIFORNIA CONGRESS OF PARENTS (EIN 901184409) - 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

2003

Legal Domicile

Tax Period

2017-07-01 to 2018-06-30

PTA CALIFORNIA CONGRESS OF PARENTS, founded in 2003, is a micro nonprofit that reported $35K in total revenue in fiscal year 2017. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $6K, a strong 18% operating margin.

Mission

RAISES FUNDS TO PAY FOR PROGRAMS THAT ARE NOT FUNDED BY THE SADDLEBACK VALLEY UNIFIED SCHOOL DISTRICT. THE FUNDS GO DIRECTLY TO HELP THE APPROXIMATELY 650 STUDENTS OF CORDILLERA ELEMENTARY.

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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 (2017)

Revenue Breakdown

Contributions & Grants $11,347

Program Service Revenue $0

Investment Income $50

Other Revenue $23,439

TOTAL REVENUE $34,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,593

Other Expenses $28,419

TOTAL EXPENSES $28,419

Year-over-Year Comparison

	2017	2016	Change
Revenue	$34,836	$40,200	-0.1%
Expenses	$28,419	$52,817	-0.5%
Net Income	$6,417	$-12,617	-1.5%

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
JODEE CARBONEL	PRESIDENT	5.00	Officer	$0	$0	$0
KERRY STRACHAN	VICE PRESIDENT	5.00	Officer	$0	$0	$0
YAN YU	TREASURER	5.00	Officer	$0	$0	$0
LIBBIE CRAMER	FINANCIAL SECRETARY	5.00	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
2018	$34,836	$28,419	$71,696	$6,417

PTA CALIFORNIA CONGRESS OF PARENTS