PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC

EIN: 943042896 501(c)(3)

SAN FRANCISCO, CA

Total Revenue
$188,989
Total Expenses
$159,700
Total Assets
$271,517
Net Assets
$264,017
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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
1987
Legal Domicile
CA
Principal Officer
MONIQUE SAN MIGUEL
Phone
4157592825
Tax Period
2023-07-01 to 2024-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 1987, is a small nonprofit that reported $189K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 15% operating margin.

Mission

THE PTA IS A NON-PROFIT ORGANIZATION OF LAKESHORE PARENTS, RELATIVES, STAFF AND COMMUNITY MEMBERS DEDICATED TO ENSURING ACADEMIC, CREATIVE, EMOTIONAL, PHYSICAL, AND SOCIAL ENRICHMENT AND CREATING THE BEST ENVIRONMENT FOR OUR CHILDREN.

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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 $149,128
Program Service Revenue $39,255
Investment Income $0
Other Revenue $606
TOTAL REVENUE $188,989

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $751
Program Expenses $150,419
Other Expenses $159,700
TOTAL EXPENSES $159,700

Year-over-Year Comparison

2023 2022 Change
Revenue $188,989 $153,306 +0.2%
Expenses $159,700 $163,476 0.0%
Net Income $29,289 $-10,170 -3.9%
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
19
Independent Members
19
Employees
N/A
Volunteers
60

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
11
$0
Total Directors
22
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MONIQUE SAN MIGUEL PRESIDENT 2023-24 3
Officer Director
$0 $0 $0
ROWENA FONTANOS ROGERS EXECUTIVE VICE PRESIDENT 2023-24 1
Officer Director
$0 $0 $0
ELISA LINHALES VP MEMBERSHIP 2023-24 1
Officer Director
$0 $0 $0
JEANETTE FEDDES VP SPECIAL EVENTS 2023-24 3
Officer Director
$0 $0 $0
EMILY BEITIKS VP ONGOING PROGRAMS 2023-24 3
Officer Director
$0 $0 $0
COURTNEY POHL RECORDING SECRETARY 2023-24 1
Officer Director
$0 $0 $0
LISA CAMPBELL TREASURER 2023-24 3
Officer Director
$0 $0 $0
SHIRLEY SALIB FINANCIAL SECRETARY 2023-24 2
Officer Director
$0 $0 $0
KARL SCHACKNE AUDITOR 2023-24 & TREASURER 2024-25 1
Officer Director
$0 $0 $0
LISA DeMATTEL HISTORIAN 2023-24 1
Officer Director
$0 $0 $0
MATT HARTFORD LAKESHORE SCHOOL PRINCIPAL 2023-24 1
Director
$0 $0 $0
LAURA PALACIO TEACHER LIASON 2023-24 1
Director
$0 $0 $0
SHAWN KESSLER PARLIAMENTARIAN 2023-24 1
Officer Director
$0 $0 $0
DANNY BLOOMFIELD CHAIR, COMMUNICATION COMMITTEE 2023-24 1
Director
$0 $0 $0
vacant CHAIR, COMMUNITY ENGAGEMENT COMM 0
Director
$0 $0 $0
CHRISTINE BOYD CHAIR, FUNDRAISING COMMITTEE 2023-24 7
Director
$0 $0 $0
PABLO IMERI CHAIR, GRANTS COMMITTEE 2023-24 1
Director
$0 $0 $0
STEPHEN BOYD CHAIR, GREENING & BEAUTIFY COMM 2023-24 2
Director
$0 $0 $0
vacant CHAIR, OUTREACH 2023-24 0
Director
$0 $0 $0
vacant CHAIR, PARENT EDUCATION COMMITTEE 2023-24 0
Director
$0 $0 $0
PENELOPE VAN TUYL CHAIR, TOURS & WELCOME COMM 2023-24 3
Director
$0 $0 $0
CYNTHIA QUAN ROOM PARENT COORDINATOR 2023-24 2
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 $188,989 $159,700 $271,517 $29,289
2022 $176,118 $153,844 $244,898 $22,274
2021 $123,756 $136,172 $222,625 $-12,416
2020 $203,988 $168,644 $235,041 $35,344
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