PTA California Congress of Parents Teachers & Students Inc

EIN: 946001217 501(c)(3)

San Francisco, CA

Total Revenue
$296,700
Total Expenses
$9,494
Total Assets
$328,083
Net Assets
$328,083
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1912
Legal Domicile
CA
Principal Officer
Melissa Mountain
Phone
4159339627
Tax Period
2022-07-01 to 2023-06-30

PTA California Congress of Parents Teachers & Students Inc, founded in 1912, is a small nonprofit that reported $297K in total revenue in fiscal year 2022. The organization ran a surplus of $287K, a strong 97% operating margin.

Mission

The mission of the Second District of the California State PTA is to advocate for, cultivate and empower individual units in San Francisco to improve the education, health, and well-being of children and families. The mission of the California State PTA is to positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications. The overall purpose of PTA is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $296,227
Program Service Revenue $0
Investment Income $462
Other Revenue $11
TOTAL REVENUE $296,700

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $9,243
Other Expenses $9,494
TOTAL EXPENSES $9,494

Year-over-Year Comparison

2022 2021 Change
Revenue $296,700 N/A N/A
Expenses $9,494 N/A N/A
Net Income $287,206 $0 N/A
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
20
Independent Members
20
Employees
N/A
Volunteers
20

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
15
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Albert Ko Past President 0.5
Director
$0 $0 $0
Kari Gray Advisor 1
Director
$0 $0 $0
Carol Kocivar Advisor 1.5
Director
$0 $0 $0
Terry Norbury Advisor 1.5
Director
$0 $0 $0
Shellie Weiner Advisor 1
Director
$0 $0 $0
Melissa Mountain President 10
Officer
$0 $0 $0
Yvette Edwards Executive Vice President 1.5
Officer
$0 $0 $0
Sheila Santos Treasurer 1.5
Officer
$0 $0 $0
Clare Kay Financial Secretary 1
Officer
$0 $0 $0
Annie Chow Auditor 1
Officer
$0 $0 $0
Liz Pascual Historian 2.5
Officer
$0 $0 $0
Michelle Parker VP Leadership 7
Officer
$0 $0 $0
Jessica Thompson Secretary 1
Officer
$0 $0 $0
Girlie Aguilar VP Outreach 1
Officer
$0 $0 $0
Rachel Gee VP Education 1
Officer
$0 $0 $0
Sally Blumenfield VP Membership 1.5
Officer
$0 $0 $0
Suz Dehne Arts Education 1.5
Officer
$0 $0 $0
Antonia Real Family Engagement 1
Officer
$0 $0 $0
Linda Tsang Convention Chair 1
Officer
$0 $0 $0
Sharon Ohlson Webmaster 1.5
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
2023 $296,700 $9,494 $328,083 $287,206
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare PTA California Congress of Parents Teachers & Students Inc with other nonprofits in California and across the country.