PTA Ca Congress of Parents Alderwood Elementary School PTA (EIN 912059883) - Form 990 Financial Analysis & Trantor Score

🔒

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

2019

Legal Domicile

Principal Officer

Rachel Guan

Phone

9499365400

Tax Period

2023-07-01 to 2024-06-30

PTA Ca Congress of Parents Alderwood Elementary School PTA, founded in 2019, is a small nonprofit that reported $131K in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum.

Mission

To assist in the education of Alderwood strudents

🔒

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 $6,680

Program Service Revenue $0

Investment Income $0

Other Revenue $123,929

TOTAL REVENUE $130,609

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,124

Other Expenses $135,820

TOTAL EXPENSES $135,820

Year-over-Year Comparison

	2023	2022	Change
Revenue	$130,609	$91,324	+0.4%
Expenses	$135,820	$114,288	+0.2%
Net Income	$-5,211	$-22,964	-0.8%

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

N/A

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
Rachel Guan	treasurer	003.00	Director	$0	$0	$0
Mahsheed Hosseini	President	005.00	Director	$0	$0	$0
Zoya Shybkouskaya	Exec VP	002.00	Director	$0	$0	$0
Shoko Kadowaki	Corresponding Secretary	002.00	Director	$0	$0	$0
Esteban Valenzuela	Parliamentarian	001.00	Director	$0	$0	$0
Ania Pfell	Financial secretary	002.00	Director	$0	$0	$0
Sara Kim-Acosta	Historian	001.00	Director	$0	$0	$0
Elizabeth Reilly	Auditor	001.00	Director	$0	$0	$0
Shikha Bubna kathuria	Recording secretary	001.00	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
2024	$130,609	$135,820	$30,630	$-5,211
2023	$91,324	$114,288	$35,841	$-22,964
2022	$109,872	$83,514	$58,805	$26,358

PTA Ca Congress of Parents Alderwood Elementary School PTA