PTA California Congress of Parents Teacher&StudentsInc5106 New Traditions (EIN 943220822) - 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

Legal Domicile

Phone

4152984277

Tax Period

2023-07-01 to 2024-06-30

PTA California Congress of Parents Teacher&StudentsInc5106 New Traditions is a small nonprofit that reported $184K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $277K exceeded revenue, resulting in a 51% operating deficit.

Mission

To nurture a love of learning through creative and rigorous instruction in a supportive and caring community to help children cultivate positive relationships and educational curiosity

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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 (2023)

Revenue Breakdown

Contributions & Grants $54,938

Program Service Revenue $1,569

Investment Income $0

Other Revenue $127,442

TOTAL REVENUE $183,949

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,909

Program Expenses $261,787

Other Expenses $277,197

TOTAL EXPENSES $277,197

Year-over-Year Comparison

	2023	2022	Change
Revenue	$183,949	$133,075	+0.4%
Expenses	$277,197	$134,545	+1.1%
Net Income	$-93,248	$-1,470	+62.4%

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

100

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
ALICIA LAURY	President	10.00	Officer Director	$0	$0	$0
JP Stoops	Vice President	10.00	Officer	$0	$0	$0
Thuy Tran	Treasurer	10.00	Officer	$0	$0	$0
Kat Hill	Secretary	10.00	Officer	$0	$0	$0
Eric Ristow	Fin. Secretary	10.00	Officer	$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	$183,949	$277,197	$297,008	$-93,248
2021	$220,155	$254,614	$223,371	$-34,459
2020	$306,609	$196,802	$259,620	$109,807
2019	$226,522	$229,739	$143,362	$-3,217
2018	$227,518	$204,272	$146,578	$23,246

PTA California Congress of Parents Teacher&StudentsInc5106 New Traditions