PTA California Congress of Parents Lafayette School (EIN 946172049) - 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

1976

Legal Domicile

Principal Officer

Valerie Vitullo

Phone

4157508483

Tax Period

2018-07-01 to 2019-06-30

PTA California Congress of Parents Lafayette School, founded in 1976, is a small nonprofit that reported $185K in total revenue in fiscal year 2018. Revenue decreased 9% compared to the prior year. Expenses of $176K left a modest 5% surplus.

Mission

The organization's mission is to positively impact the lives of all children and families by representing the members and empowering and supporting them with skills in advocacy, 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 (2018)

Revenue Breakdown

Contributions & Grants $138,250

Program Service Revenue $6,740

Investment Income $4

Other Revenue $39,583

TOTAL REVENUE $184,577

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,756

Program Expenses $160,399

Other Expenses $175,750

TOTAL EXPENSES $175,750

Year-over-Year Comparison

	2018	2017	Change
Revenue	$184,577	$202,460	-0.1%
Expenses	$175,750	$212,464	-0.2%
Net Income	$8,827	$-10,004	-1.9%

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

150

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
Valerie Vitullo	President	10.00	Officer Director	$0	$0	$0
Pam Janusz	Vice President	2.00	Officer Director	$0	$0	$0
Brynn Vassard	Finl Secretary	10.00	Officer Director	$0	$0	$0
Madaline Relosa	Treasurer	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
2019	$184,577	$175,750	$63,005	$8,827
2018	$202,460	$212,464	$53,566	$-10,004

PTA California Congress of Parents Lafayette School