PTA CA CONGRESS OF PARENTS STRANDWOOD ELEMENTARY PTA

EIN: 942731769 501(c)(3)

PLEASANT HILL, CA

Total Revenue
$206,880
Total Expenses
$181,136
Total Assets
$401,378
Net Assets
$401,378
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1920
Legal Domicile
CA
Principal Officer
LYDIA GALI
Phone
9258580700
Tax Period
2023-07-01 to 2024-06-30

PTA CA CONGRESS OF PARENTS STRANDWOOD ELEMENTARY PTA, founded in 1920, is a small nonprofit that reported $207K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $181K left a modest 12% surplus.

Mission

TO SUPPORT AND ENRICH EDUCATIONAL OPPORTUNTIES OF THE STUDENTS OF STRANDWOOD ELEMENTARY, INCREASE PARENT PARTICIPATION AND EDUCATE PARENTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $138,041
Program Service Revenue $1,312
Investment Income $5,579
Other Revenue $61,948
TOTAL REVENUE $206,880

Expense Breakdown

Grants Paid $2,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $176,116
Other Expenses $178,636
TOTAL EXPENSES $181,136

Year-over-Year Comparison

2023 2022 Change
Revenue $206,880 $248,212 -0.2%
Expenses $181,136 $135,611 +0.3%
Net Income $25,744 $112,601 -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

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Governance

Voting Members
20
Independent Members
19
Employees
N/A
Volunteers
139

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
0
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LYDIA GALI President 5.00
Director
$0 $0 $0
HANNAH ROBRECHT EX VICE PRES 5.00
Director
$0 $0 $0
CONNIE SITHI VP COMMUN 5.00
Director
$0 $0 $0
LAURA MCINERNEY ASST VP COMMUN 5.00
Director
$0 $0 $0
DYLAN J WESTERN VP PROGRAMS 5.00
Director
$0 $0 $0
MATT CAMMANN DEI 5.00
Director
$0 $0 $0
JEN NEBO VP WAY & MEANS 5.00
Director
$0 $0 $0
ALICIA FATES ASST VP WAYS 5.00
Director
$0 $0 $0
MAURA CRVERICH VP HOSPITALITY 5.00
Director
$0 $0 $0
SAMANTHA SHELDON ASST VP HOSPIT 5.00
Director
$0 $0 $0
ASHLEY HARVEY Secretary 5.00
Director
$0 $0 $0
LAURA JOHN Treasurer 5.00
Director
$0 $0 $0
JESSICA ROVANPERA FINANCIAL SECRT 5.00
Director
$0 $0 $0
DENISE WRIGHT OUTREACH CHAIR 5.00
Director
$0 $0 $0
TANNAZ ALIZADEH AUDITOR 5.00
Director
$0 $0 $0
MARISSA SHANNON HISTORIAN 5.00
Director
$0 $0 $0
JENNIFER WILLIAMS PARLIMENTARIAN 5.00
Director
$0 $0 $0
LEIF UTLER PRINCIPAL 5.00
Director
$0 $0 $0
AMBER MCCAFFREY TEACHER LIAISON 5.00
Director
$0 $0 $0
KERI BROWN DEI 5.00
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 $206,880 $181,136 $401,378 $25,744
2023 $248,212 $135,611 $369,982 $112,601
2019 $169,627 $147,293 $192,837 $22,334
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