PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC - 4162 KENTFIELD (EIN 942523220) - 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

1976

Legal Domicile

Principal Officer

AMY WHEELER

Phone

4154585970

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC - 4162 KENTFIELD, founded in 1976, is a small nonprofit in the Education sector that reported $107K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $130K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES BY REPRESENTING OUR MEMEBERS AND EMPOWERING AND SUPPORTING THEM WITH SKILLS IN ADVOCASY, LEADERSHIP AND COMMUNICATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,274

Program Service Revenue $89,830

Investment Income $1,471

Other Revenue $14,727

TOTAL REVENUE $107,302

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,785

Other Expenses $130,005

TOTAL EXPENSES $130,005

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,302	$147,052	-0.3%
Expenses	$130,005	$150,058	-0.1%
Net Income	$-22,703	$-3,006	+6.6%

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

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
DANIEL NELSON	PARLIAMENTARIAN	5.00	Officer	$0	$0	$0
LIANA BUTTLES	MEMBER-AT-LARGE	5.00	Officer	$0	$0	$0
REBECCA KALLMAN	VP OF BACICH	10.00	Officer	$0	$0	$0
ANGELA SHULMAN	TREASURER	10.00	Officer	$0	$0	$0
MICHELLE SYLVESTER	VP OF KENT	10.00	Officer	$0	$0	$0
AMY WHEELER	PRESIDENT	10.00	Officer	$0	$0	$0
REGAN GOUGH	VP OF MEMBERSHIP & RESOURC	5.00	Officer	$0	$0	$0
TRACI WILDA	VP OF EVENTS & COMMUNITY	5.00	Officer	$0	$0	$0
EVANS HOOD	VP OF COMMUNICATIONS	5.00	Officer	$0	$0	$0
JENNY NOVAK	SECRETARY	5.00	Officer	$0	$0	$0
SUNSHINE SAUL	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
2025	$107,302	$130,005	$192,831	$-22,703
2024	$147,052	$150,058	$215,534	$-3,006
2023	$185,980	$149,372	$218,540	$36,608
2022	$205,089	$104,911	$181,932	$100,178
2021	$28,189	$35,066	$81,754	$-6,877
2020	$118,285	$121,327	$88,631	$-3,042
2019	$171,145	$155,808	$91,673	$15,337
2018	$150,637	$130,483	$76,336	$20,154

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC - 4162 KENTFIELD