PTA CALIFORNIA CONGRESS OF PTA ALVARADO SCHOOL (EIN 946171208) - 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

1985

Legal Domicile

Principal Officer

Kimberly Johanson

Phone

4156955695

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PTA ALVARADO SCHOOL, founded in 1985, is a small nonprofit that reported $741K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $202K, a strong 27% operating margin.

Mission

To provide academic enrichment to the students of the Alvarado Elementary School of San Francisco, CA.

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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 $719,757

Program Service Revenue $0

Investment Income $42,965

Other Revenue $-21,880

TOTAL REVENUE $740,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,563

Program Expenses $528,359

Other Expenses $538,666

TOTAL EXPENSES $538,666

Year-over-Year Comparison

	2024	2023	Change
Revenue	$740,842	$518,087	+0.4%
Expenses	$538,666	$422,468	+0.3%
Net Income	$202,176	$95,619	+1.1%

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
Lauren Lewis	President	10	Officer Director	$0	$0	$0
Kawthar Duncan	Executive Vice President	5	Officer Director	$0	$0	$0
Julie Aleman	Vice President Fundraising	5	Officer Director	$0	$0	$0
Josie Sadan	Vice President Communications	5	Officer Director	$0	$0	$0
Karen Ahrens	Secretary	10	Officer Director	$0	$0	$0
Kimberly Johanson	Treasurer	20	Officer Director	$0	$0	$0
Margo Hasselman Greenough	Historian	3	Director	$0	$0	$0
Emily Johnston	Parliamentarian	3	Director	$0	$0	$0
Jamie Westcott	Auditor	3	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	$740,842	$538,666	$1,262,597	$202,176
2024	$518,087	$422,468	$1,060,490	$95,619
2023	$393,053	$364,969	$964,870	$28,084
2022	$458,775	$218,454	$936,786	$240,321
2021	$397,560	$332,713	$696,465	$64,847
2020	$533,215	$411,496	$630,203	$121,719
2019	$424,445	$424,134	$507,829	$311
2018	$455,324	$391,841	$507,507	$63,483

PTA CALIFORNIA CONGRESS OF PTA ALVARADO SCHOOL