CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC (EIN 946171801) - 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

1997

Legal Domicile

Phone

5106547337

Tax Period

2022-07-01 to 2023-06-30

CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC, founded in 1997, is a small nonprofit that reported $193K in total revenue in fiscal year 2022. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $259K exceeded revenue, resulting in a 34% operating deficit.

Mission

THE PTA WORKS IN PARTNERSHIP WITH CLAREMONT MIDDLE SCHOOL TEACHERS AND STAFF TO SUPPORT THE SCHOOL'S EDUCATIONAL GOALS THROUGH FUNDRAISING AND VOLUNTEERISM.

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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 (2022)

Revenue Breakdown

Contributions & Grants $159,843

Program Service Revenue $0

Investment Income $50

Other Revenue $33,421

TOTAL REVENUE $193,314

Expense Breakdown

Grants Paid $52,301

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $251,030

Other Expenses $206,911

TOTAL EXPENSES $259,212

Year-over-Year Comparison

	2022	2021	Change
Revenue	$193,314	$438,596	-0.6%
Expenses	$259,212	$335,471	-0.2%
Net Income	$-65,898	$103,125	-1.6%

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

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
LAURA LANZEROTTI	President	10.00	Officer Director	$0	$0	$0
ZACHARY CHAN	Treasurer	10.00	Officer Director	$0	$0	$0
JUSTIN HORNER	Vice President	10.00	Officer Director	$0	$0	$0
JULIE LIU	Historian	10.00	Officer Director	$0	$0	$0
TIFFANY CHAN	VP EVENTS	5.00	Officer Director	$0	$0	$0
TIFFANY MARGULICI	VP FUNDRAISING	5.00	Officer Director	$0	$0	$0
LARA TANNENBAUM	Secretary	5.00	Officer Director	$0	$0	$0
WENDY TAUBLER	VP COMMUNIC.	5.00	Officer Director	$0	$0	$0
LEAH TREFY	Volunteer Coord	5.00	Officer Director	$0	$0	$0
MICHELLE WONG	FINANCIAL SEC.	5.00	Officer Director	$0	$0	$0
CASSIE DAVIS	Parlimentarian	5.00	Officer Director	$0	$0	$0
JENNIFER DASKAL	VP EVENTS	5.00	Officer 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$193,314	$259,212	$341,997	$-65,898
2022	$438,596	$335,471	$407,810	$103,125
2021	$323,517	$231,535	$304,685	$91,982
2020	$281,585	$225,001	$212,703	$56,584
2019	$454,521	$458,064	$165,554	$-3,543

CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC