PTA California Congress Don Juan Avila Elementary School PTA (EIN 912068877) - 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

2000

Legal Domicile

Principal Officer

David Won

Phone

9493499452

Tax Period

2023-07-01 to 2024-06-30

PTA California Congress Don Juan Avila Elementary School PTA, founded in 2000, is a small nonprofit that reported $198K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $227K exceeded revenue, resulting in a 15% operating deficit.

Mission

Information, advocacy and educational support for the students, families and staff of Don Juan Avila Elementary School

🔒

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 $44,478

Program Service Revenue $47,996

Investment Income $10

Other Revenue $105,516

TOTAL REVENUE $198,000

Expense Breakdown

Grants Paid $138,688

Salaries & Benefits $0

Fundraising Expenses $34,399

Program Expenses $185,374

Other Expenses $61,987

TOTAL EXPENSES $227,399

Year-over-Year Comparison

	2023	2022	Change
Revenue	$198,000	$150,348	+0.3%
Expenses	$227,399	$213,728	+0.1%
Net Income	$-29,399	$-63,380	-0.5%

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

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
Brenda Ancsanyi	President	019.00	Officer	$0	$0	$0
Kelley Brawley	V. P. Ways and Means	001.00	Officer	$0	$0	$0
Katie Donnelly	V. P. Programs	006.00	Officer	$0	$0	$0
Sara Tehrani	Treasurer	007.00	Officer	$0	$0	$0
Lesli Sioson	Recording Secy	017.00	Officer	$0	$0	$0
Ashley Moore	Corres. Secy	001.00	Officer	$0	$0	$0
Nari Morga	Financial Secy	001.00	Officer	$0	$0	$0
Jennifer Sheer	Historian	001.50	Officer	$0	$0	$0
Melida Crubaugh	Legislative Rep.	001.00	Officer	$0	$0	$0
Misa Nguyen	Auditor	004.00	Officer	$0	$0	$0
Katie Spiker	Membership	001.00	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	$198,000	$227,399	$141,317	$-29,399
2022	$188,341	$140,671	$194,540	$47,670
2020	$139,696	$87,998	$128,190	$51,698
2019	$203,767	$181,539	$96,509	$22,228

PTA California Congress Don Juan Avila Elementary School PTA