PTA CA CONGRESS OF PARENTS TEACHERS AND STUDENTS CUMBERLAND ELEMENTARY (EIN 946171886) - 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

1965

Legal Domicile

Principal Officer

ROSALITA FERNANDES

Phone

4085228255

Tax Period

2023-07-01 to 2024-06-30

PTA CA CONGRESS OF PARENTS TEACHERS AND STUDENTS CUMBERLAND ELEMENTARY, founded in 1965, is a small nonprofit that reported $162K in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

THE MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES BY REPRESENTING OUR MEMBERS AND EMPOWERING AND SUPPORTING THEM WITH SKILLS IN ADVISORY, LEADERSHIP AND COMMUNICATION.

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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 $147,421

Program Service Revenue $33,688

Investment Income $1,286

Other Revenue $-19,912

TOTAL REVENUE $162,483

Expense Breakdown

Grants Paid $108,710

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $165,212

Other Expenses $59,527

TOTAL EXPENSES $168,237

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,483	$135,883	+0.2%
Expenses	$168,237	$158,191	+0.1%
Net Income	$-5,754	$-22,308	-0.7%

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

110

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
ARUNIKA AGRAWAL	PRESIDENT	2.00	Officer	$0	$0	$0
ANN COLLINS	EXECUTIVE VP	2.00	Officer	$0	$0	$0
RAKHI BAJAJ	MEMBERSHIP CHAIR	2.00	Officer	$0	$0	$0
KRISTINE KELLY	FINANCIAL SECRETARY	2.00	Officer	$0	$0	$0
DALIT SHAHAR	SECRETARY	2.00	Officer	$0	$0	$0
AAKASH SHAH	AUDITOR	2.00	Officer	$0	$0	$0
ROSALITA FERNANDES	TREASURER	2.00	Officer	$0	$0	$0
SEAN LINDO	PARLIAMENTARIAN	2.00	Officer	$0	$0	$0
MAYA THOMAS	SCHOOL BOARD LIASON CHAIR	2.00	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
2024	$162,483	$168,237	$260,215	$-5,754
2023	$135,883	$158,191	$263,182	$-22,308
2022	$176,433	$136,417	$285,490	$40,016
2021	$152,753	$204,540	$272,442	$-51,787
2020	$251,997	$198,877	$290,268	$53,120
2019	$290,089	$260,652	$225,958	$29,437

PTA CA CONGRESS OF PARENTS TEACHERS AND STUDENTS CUMBERLAND ELEMENTARY