PTA-California Congress of Parents… - Form 990 Financial Data

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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

1943

Legal Domicile

Principal Officer

Holly Smith

Phone

5108791270

Tax Period

2024-07-01 to 2025-06-30

PTA-California Congress of Parents DBA Hillcrest Elementary PTA, founded in 1943, is a small nonprofit that reported $669K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $777K exceeded revenue, resulting in a 16% operating deficit.

Mission

The mission of the Hillcrest School PTA is to support and enrich the educational opportunities of the students of Hillcrest School in Oakland by advocating for parent education, programs for students, and support of teachers and administrators.

Program Service Accomplishments

Program 1

Expenses: $770,804

CURRICULUM SUPPORTPTA funds paid for instructional resources for K-8 academic curriculum, including subject areas of art, music, science, reading, spanish, technology, math, library and classroom...

CURRICULUM SUPPORTPTA funds paid for instructional resources for K-8 academic curriculum, including subject areas of art, music, science, reading, spanish, technology, math, library and classroom aides. The PTA also funded all administrative costs associated with the employees of these programs, which included wages, benefits, taxes, accounting and legal.Supplemental Educational Enrichment SupportThe PTA provided funding for various enrichment programs, including parent education,family evening entertainment,upper grades(4/5),and middle school enrichment.

Program 2

School SupportThe PTA provided funding for supplies, discretionary funds for teachers to enrich their classrooms and funds for the principal to pay for unanticipated school needs. Funds were also...

School SupportThe PTA provided funding for supplies, discretionary funds for teachers to enrich their classrooms and funds for the principal to pay for unanticipated school needs. Funds were also expended on certain improvements to and maintenance of facilities, including playground equipment and copy machine leases and maintenance.Community SupportThe PTA expended resources on various other programs, including funds for community relations and programs fostering academic enrichment.

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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 $462,728

Program Service Revenue $97,799

Investment Income $8,911

Other Revenue $99,343

TOTAL REVENUE $668,781

Expense Breakdown

Grants Paid $420,448

Salaries & Benefits $0

Fundraising Expenses $1,379

Program Expenses $770,804

Other Expenses $356,424

TOTAL EXPENSES $776,872

Year-over-Year Comparison

	2024	2023	Change
Revenue	$668,781	$726,688	-0.1%
Expenses	$776,872	$654,804	+0.2%
Net Income	$-108,091	$71,884	-2.5%

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

200

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
Holly Smith	President	3.00	Officer Director	$0	$0	$0
Liz DeLuca	Secretary	0.50	Officer Director	$0	$0	$0
Eva Goode	Treasurer	6.00	Officer Director	$0	$0	$0
Alex Lied	Fin'l Secretary	0.50	Officer Director	$0	$0	$0
Oliver Brennan	VP Curriculum	3.50	Officer Director	$0	$0	$0
Janine Palladino	VP Programs	0.50	Officer Director	$0	$0	$0
Gloria Bruce	VP Membership	1.50	Officer Director	$0	$0	$0
Katie Daire	VP Communicatio	4.00	Officer Director	$0	$0	$0
Don Whipple	VP Garden/Fac	2.00	Officer Director	$0	$0	$0
Saleem Gilmore	VP Diversity	0.25	Officer Director	$0	$0	$0
Mike O'Connor	Auditor	0.50	Officer Director	$0	$0	$0
Kelsey Krausen	Historian	0.50	Officer Director	$0	$0	$0
Beth Gousman	Parliamentarian	0.50	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	$668,781	$776,872	$709,360	$-108,091
2024	No data	No data	No data	No data
2023	$662,947	$589,532	$743,520	$73,415
2022	$613,373	$461,017	$670,042	$152,356
2021	$357,488	$390,366	$517,686	$-32,878
2020	$557,685	$522,583	$550,561	$35,102
2019	$594,941	$759,157	$516,131	$-164,216

PTA-California Congress of Parents DBA Hillcrest Elementary PTA