PTA California Congress of Parents Teachers & Students Inc Jose Ortega (EIN 943190930) - 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

1955

Legal Domicile

Principal Officer

Laine Yien

Phone

4154694726

Tax Period

2021-07-01 to 2022-06-30

PTA California Congress of Parents Teachers & Students Inc Jose Ortega, founded in 1955, is a small nonprofit that reported $192K in total revenue in fiscal year 2021. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 50% operating margin.

Mission

Promote the welfare of the students of Jose Ortega Elementary School

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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 (2021)

Revenue Breakdown

Contributions & Grants $110,603

Program Service Revenue $8,641

Investment Income $0

Other Revenue $72,427

TOTAL REVENUE $191,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,881

Other Expenses $95,331

TOTAL EXPENSES $95,331

Year-over-Year Comparison

	2021	2020	Change
Revenue	$191,671	$109,757	+0.7%
Expenses	$95,331	$173,789	-0.5%
Net Income	$96,340	$-64,032	-2.5%

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

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
Laine Yien	President	7.00	Officer Director	$0	$0	$0
Michelle Andrews Young	Vice President	7.00	Officer Director	$0	$0	$0
Denise Bergin	Secretary	1.00	Officer Director	$0	$0	$0
Dora Park	Treasurer	5.00	Officer Director	$0	$0	$0
Keri Stokoe	Finl Secretary	2.00	Officer 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
2022	$191,671	$95,331	$243,252	$96,340
2020	$255,282	$141,615	$210,944	$113,667
2019	$241,801	$239,157	$97,277	$2,644

PTA California Congress of Parents Teachers & Students Inc Jose Ortega