San Ramon Valley High School PTA PTA Calif Congress Parents and Teachers (EIN 946174399) - 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

1944

Legal Domicile

Principal Officer

Ammara Basheer

Phone

9255523000

Tax Period

2024-07-01 to 2025-06-30

San Ramon Valley High School PTA PTA Calif Congress Parents and Teachers, founded in 1944, is a small nonprofit that reported $226K in total revenue in fiscal year 2024. Expenses of $217K left a modest 4% surplus.

Mission

The Mission of the San Ramon Valley High School PTA follows the mission of the national PTA organization and the California State PTA: "To positively impact the lives of all children and families by representing our members and empowering (continued on top of Page 2)

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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 $96,526

Program Service Revenue $113,424

Investment Income $0

Other Revenue $16,348

TOTAL REVENUE $226,298

Expense Breakdown

Grants Paid $11,002

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $209,329

Other Expenses $205,766

TOTAL EXPENSES $216,768

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,298	$219,413	+0.0%
Expenses	$216,768	$210,327	+0.0%
Net Income	$9,530	$9,086	+0.0%

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

294

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
Ammara Basheer	President	3.00	Officer Director	$0	$0	$0
Tina Nishino	Executive VP	1.00	Officer Director	$0	$0	$0
Dave Abelmann	1st VP-Programs	1.00	Officer Director	$0	$0	$0
Ben Lee	2nd VP-Communic	3.00	Officer Director	$0	$0	$0
Tom McCloskey	3rd VP-Leg	1.00	Officer Director	$0	$0	$0
Traci Lawrence	4th VP-Grad Nig	4.00	Officer Director	$0	$0	$0
Nicole Andre	Secretary	2.00	Officer Director	$0	$0	$0
Zeehan Rastam Selha	Treasurer	1.00	Officer Director	$0	$0	$0
Elva Wright	Financial Secty	1.00	Officer Director	$0	$0	$0
Gigi McClintock	Fin'l Reviewer	1.00	Officer Director	$0	$0	$0
Nikki Smith	Parliamentarian	1.00	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	$226,298	$216,768	$128,242	$9,530
2024	$219,413	$210,327	$118,712	$9,086
2023	$169,184	$154,113	$109,626	$15,071
2022	$202,055	$207,018	$94,625	$-4,963

San Ramon Valley High School PTA PTA Calif Congress Parents and Teachers