California Congress of Parents DBA Edna Brewer Middle School PTSA (EIN 911931747) - 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

Legal Domicile

Principal Officer

Kourtney Wagner

Phone

5108793210

Tax Period

2023-07-01 to 2024-06-30

California Congress of Parents DBA Edna Brewer Middle School PTSA is a small nonprofit that reported $300K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

TO ENHANCE THE STUDENT, PARENT, TEACHER RELATIONSHIP

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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 $190,443

Program Service Revenue $0

Investment Income $0

Other Revenue $109,332

TOTAL REVENUE $299,775

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,772

Program Expenses $306,045

Other Expenses $313,424

TOTAL EXPENSES $313,424

Year-over-Year Comparison

	2023	2022	Change
Revenue	$299,775	$258,289	+0.2%
Expenses	$313,424	$316,262	0.0%
Net Income	$-13,649	$-57,973	-0.8%

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

100

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
Kim Wimpsett	VPCommunication	2.00	Director	$0	$0	$0
Adam Saville	Webmaster	2.00	Director	$0	$0	$0
Andrea Kelly	Graphic Design	2.00	Director	$0	$0	$0
Karen Baughman	VP Engagment	2.00	Director	$0	$0	$0
Tiffany McDermott	coordinator	2.00	Director	$0	$0	$0
Marco Lindsey	DEI	2.00	Director	$0	$0	$0
Lenore Harris	PTSA Outreach	2.00	Director	$0	$0	$0
Thanh Khuu	burgers & bingo	2.00	Director	$0	$0	$0
laura morales mcdonald	sunshine comm	2.00	Director	$0	$0	$0
Melissa Hicks-Espinoza	CO-VP Programs	2.00	Director	$0	$0	$0
Roberta Masliyah	CO-VP Programs	2.00	Director	$0	$0	$0
Yulanda Smith	burgers & bingo	2.00	Director	$0	$0	$0
Claire Blaney	Ride for Reason	2.00	Director	$0	$0	$0
Orli Bein	CO-VP Panther P	2.00	Director	$0	$0	$0
Yve Saville	CO-VP Panther P	2.00	Director	$0	$0	$0
Katherine Webb-Martinez	CO-VP Panther P	2.00	Director	$0	$0	$0
Hillary Collins	PRIDE Store	2.00	Director	$0	$0	$0
Tessa Beverley	sunshine comm	2.00	Director	$0	$0	$0
Jen Mahan	President	2.00	Officer	$0	$0	$0
Brian Letson	Treasurer	2.00	Officer	$0	$0	$0
Kathy Hales	financial sec	2.00	Officer	$0	$0	$0
June Divizich	Treasurer	2.00	Officer	$0	$0	$0
Leigh Carroll	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
2024	$299,775	$313,424	$171,799	$-13,649
2023	$258,289	$316,262	$185,928	$-57,973
2022	$204,643	$211,571	$240,557	$-6,928
2020	$398,087	$308,977	$268,092	$89,110
2019	$306,195	$257,364	$180,137	$48,831
2018	$231,631	$209,977	$129,756	$21,654

California Congress of Parents DBA Edna Brewer Middle School PTSA