BURTON VALLEY ELEMENTARY PTA PTA C… - Form 990 Financial Data

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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

1979

Legal Domicile

Principal Officer

Lauren Ashley

Phone

9259273550

Tax Period

2022-07-01 to 2023-06-30

BURTON VALLEY ELEMENTARY PTA PTA CALIFORNIA CONGRESS PARENTS TEACHERS, founded in 1979, is a small nonprofit that reported $145K in total revenue in fiscal year 2022. Revenue fell 56% from the prior year — a significant decline worth monitoring.

Mission

Our mission is to promote a culture within our school community that embraces diversity by expanding our childrens perception towards unity for others and integrity for themselves. We strive to provide meaningful family engagement and ensure all families and children feel welcome and represented within our school community.

Program Service Accomplishments

Program 1

Expenses: $147,460 Revenue: $16,130

LIBRARY AND TECHNOLOGY----------------------THE PTA SUPPORTS LIBRARY AND TECHNOLOGY PROGRAMS AT THE SCHOOL BY PURCHASING ADDITIONAL MATERIALS. BOOKS, PERIODICALS, COMPUTERS AND SOFTWARE ARE UTILIZED...

Program 2

ENRICHMENT---------------------ENRICHMENT FUNDS SUPPLEMENTED NEARLY ALL GRADE LEVELS WITH SPECIAL PROGRAMS, MATERIALS AND SUPPLIES OUTSIDE THE REGULAR SCOPE OF GRADE REQUIREMENTS. PTA ALSO SUPPORTED TEACHERS BY ENABLING THEM TO PURCHASE CLASS SUPPLIES AND BOOKS TO SUPPLEMENT SCHOOL RESOURCES.

Program 3

MUSIC, SCIENCE, PHYSICAL EDUCATION, ASEP,AND PARENT/STUDENT ACTIVITIES-----------------------------------------THE PTA SUPPLEMENTS THE MUSIC, SCIENCE, AND PHYSICAL EDUCATIONAL PROGRAMS AT THE SCHOOL WHICH ENABLES THESE VITAL DEPARTMENTS TO EXPAND SERVICES. THE PTA FUNDS MANY ADDITIONAL PROGAMS AT THE SCHOOL INCLUDING FIELD TRIP SCHOLARSHIPS, AND PARENT/STUDENT COMMUNITY EVENTS. VOLUNTEERS SUPPORT PROGRAMS AS NEEDED.

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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 (2022)

Revenue Breakdown

Contributions & Grants $132,311

Program Service Revenue $16,130

Investment Income $13

Other Revenue $-3,023

TOTAL REVENUE $145,431

Expense Breakdown

Grants Paid $36,405

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,460

Other Expenses $117,555

TOTAL EXPENSES $153,960

Year-over-Year Comparison

	2022	2021	Change
Revenue	$145,431	$330,562	-0.6%
Expenses	$153,960	$314,691	-0.5%
Net Income	$-8,529	$15,871	-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

350

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
Lauren Ashley	President	4.00	Officer Director	$0	$0	$0
Avantika Prabhakara	Vice President	4.00	Officer Director	$0	$0	$0
Bri Binder	Secretary	4.00	Officer Director	$0	$0	$0
Deborah Feeley	Treasurer	4.00	Officer Director	$0	$0	$0
Dana Hollins	VP Ways & Means	4.00	Officer Director	$0	$0	$0
Elizabeth Hennessee	VP Social	4.00	Officer Director	$0	$0	$0
Rebecca Anderson	Legislative Rep	4.00	Director	$0	$0	$0
Brian Maass	Educ & Wellness	4.00	Director	$0	$0	$0
Kristina McCann	Improvement	4.00	Director	$0	$0	$0
Robyn Mahoney	Auditor	4.00	Director	$0	$0	$0
Annette McCormick	Historian	4.00	Officer Director	$0	$0	$0
Jen Ruhl	Parliamentarian	4.00	Officer Director	$0	$0	$0
Rob Chevaleau	DEIB	4.00	Director	$0	$0	$0
Meredith Dolley	Principal	4.00	Director	$0	$0	$0
Katie Jager	LPIE Rep	4.00	Director	$0	$0	$0
Moneeka Shah	LPIE Rep	4.00	Director	$0	$0	$0
Tina Clendenin	Teacher Rep	4.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$145,431	$153,960	$132,880	$-8,529
2022	$330,562	$314,691	$141,409	$15,871
2021	$111,571	$99,199	$125,430	$12,372
2020	$307,594	$318,077	$112,809	$-10,483
2018	$550,908	$522,966	$309,982	$27,942
2017	$494,169	$451,203	$281,388	$42,966

BURTON VALLEY ELEMENTARY PTA PTA CALIFORNIA CONGRESS PARENTS TEACHERS