PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS STUDENTS INC (EIN 943196974) - 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

2011

Legal Domicile

Principal Officer

HELEN CHEN

Phone

6503127691

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS STUDENTS INC, founded in 2011, is a small nonprofit that reported $281K in total revenue in fiscal year 2024. Expenses of $244K left a modest 13% surplus.

Mission

Organization's primary exempt purpose is to better the lives of children and families through supporting education in schools.

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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 $285,443

Program Service Revenue $0

Investment Income $209

Other Revenue $-5,012

TOTAL REVENUE $280,640

Expense Breakdown

Grants Paid $0

Salaries & Benefits $169,731

Fundraising Expenses $0

Program Expenses $242,016

Other Expenses $74,254

TOTAL EXPENSES $243,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$280,640	$263,051	+0.1%
Expenses	$243,985	$92,380	+1.6%
Net Income	$36,655	$170,671	-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

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
Steven Wu	PROGRAMS	2.00	Director	$0	$0	$0
Vanessa Tsou	HISTORIAN	2.00	Director	$0	$0	$0
ANDREW WONG	VP FUNDRAISING	2.00	Director	$0	$0	$0
DAVID KYO	Treasurer	5.00	Officer Director	$0	$0	$0
CATHY LIN	Parliamentarian	2.00	Director	$0	$0	$0
JANET YAO	President	15.00	Officer Director	$0	$0	$0
JENNIFER LI	Secretary	5.00	Officer Director	$0	$0	$0
MORRIS LUM	FINANCIAL SEC	2.00	Director	$0	$0	$0
HELEN CHEN	President	15.00	Officer Director	$0	$0	$0
Paul Willard	FIN REVIEWER	2.00	Director	$0	$0	$0
Philip King	VP Programs	2.00	Director	$0	$0	$0
PEGGY LIM	FUNDRAISING	2.00	Director	$0	$0	$0
LESLIE SAKAI	PROGRAMS	2.00	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	$280,640	$243,985	$368,264	$36,655
2024	$263,051	$92,380	$331,883	$170,671
2023	$200,065	$327,702	$161,212	$-127,637
2022	$240,310	$108,544	$288,849	$131,766
2021	$192,076	$244,168	$157,083	$-52,092
2020	$224,339	$163,132	$209,175	$61,207

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS STUDENTS INC