PTA CALIF CONGRESS OF PARENTS dba PHOEBE APPERSON HEARST ELEMENTARY PTA (EIN 943365241) - 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

2015

Legal Domicile

Phone

9254263772

Tax Period

2024-07-01 to 2025-06-30

PTA CALIF CONGRESS OF PARENTS dba PHOEBE APPERSON HEARST ELEMENTARY PTA, founded in 2015, is a small nonprofit in the Education sector that reported $207K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 26% operating margin.

Mission

TO PROVIDE ADDITIONAL FUNDS TO SUPPLEMENT HEARST ELEMENTARY SCHOOL PROGRAMS AND TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, PLACES OF WORSHIP AND THROUGHOUT THE COMMUNITY.

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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 $22,873

Program Service Revenue $54,197

Investment Income $0

Other Revenue $129,617

TOTAL REVENUE $206,687

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,888

Other Expenses $152,903

TOTAL EXPENSES $152,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,687	$146,604	+0.4%
Expenses	$152,903	$172,983	-0.1%
Net Income	$53,784	$-26,379	-3.0%

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

N/A

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
ASHLEY CONNELLY	President	8.00	Officer Director	$0	$0	$0
ANN GILLARD	Vice President	3.00	Officer Director	$0	$0	$0
KRISTINE LIN	HISTORIAN	1.00	Director	$0	$0	$0
LOKESH RAJA	Treasurer	4.00	Officer Director	$0	$0	$0
PREETI CHOPRA	Secretary	2.00	Officer Director	$0	$0	$0
JULIE MURPHY	VP FUNDRAISING	3.00	Director	$0	$0	$0
LAUREN HENDRICKSON	FINCL REVIEW	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	$206,687	$152,903	$316,899	$53,784
2023	$205,388	$94,818	$289,494	$110,570
2022	$182,427	$50,253	$178,924	$132,174
2021	$154,128	$233,492	$46,750	$-79,364
2020	$169,470	$108,294	$126,070	$61,176

PTA CALIF CONGRESS OF PARENTS dba PHOEBE APPERSON HEARST ELEMENTARY PTA