PTA CONGRESS OF PARENTS TEACHERS & STUDENTS - TAMALPAIS VALLEY SCHOOL (EIN 946174616) - 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

1950

Legal Domicile

Principal Officer

ERIN ALLEN

Phone

4153897731

Tax Period

2019-07-01 to 2020-06-30

PTA CONGRESS OF PARENTS TEACHERS & STUDENTS - TAMALPAIS VALLEY SCHOOL, founded in 1950, is a small nonprofit that reported $136K in total revenue in fiscal year 2019. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $48K, a strong 36% operating margin.

Mission

PROVIDE FUNDS TO SUPPORT PUBLIC ELEMENTARY SCHOOL IN TAMALPAIS VALLEY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $80,735

Program Service Revenue $8,640

Investment Income $10

Other Revenue $46,632

TOTAL REVENUE $136,017

Expense Breakdown

Grants Paid $53,116

Salaries & Benefits $0

Fundraising Expenses $4,416

Program Expenses $81,323

Other Expenses $34,491

TOTAL EXPENSES $87,607

Year-over-Year Comparison

	2019	2018	Change
Revenue	$136,017	$171,197	-0.2%
Expenses	$87,607	$134,545	-0.3%
Net Income	$48,410	$36,652	+0.3%

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
EMILY LIEGINGER	President	5.00	Officer Director	$0	$0	$0
ELIZABETH GOLDSTEIN	EXECUTIVE VP	5.00	Officer Director	$0	$0	$0
KRISTIN SCHMIDT	Secretary	1.00	Officer Director	$0	$0	$0
SHANNON GROFF	Treasurer	5.00	Officer Director	$0	$0	$0
QUINCI KELLY	Vice President	1.00	Director	$0	$0	$0
ANALISA SHEIBLEY	Vice President	1.00	Director	$0	$0	$0
KRISTEN EYLER	HISTORIAN	1.00	Director	$0	$0	$0
YUNHEE YOO	FINAN SECRETARY	2.00	Director	$0	$0	$0
CORINNE STEPHENSON	AUDITOR	1.00	Director	$0	$0	$0
ERIN ALLEN	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
LAURA MYERS	PRINCIPAL	1.00	Director	$0	$0	$0
Kathryn Krischer	CHAIR SITE/SAFE	1.00	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
2020	$136,017	$87,607	$132,303	$48,410
2019	$171,197	$134,545	$83,893	$36,652

PTA CONGRESS OF PARENTS TEACHERS & STUDENTS - TAMALPAIS VALLEY SCHOOL