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

2000

Legal Domicile

Principal Officer

CHRISTINA WINNICKI

Phone

5106446330

Tax Period

2021-07-01 to 2022-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 2000, is a micro nonprofit that reported $87K in total revenue in fiscal year 2021. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

WILLARD MIDDLE SCHOOL'S PARENT TEACHER ASSOCIATION'S PRIMARY PURPOSE IS TO HELP EACH STUDENT IN OUR PUBLIC SCHOOL REACH THEIR FULL POTENTIAL THROUGH SUPPORT AND ADVOCACY OF STUDENT AND TEACHER NEEDS.

Program Service Accomplishments

Program 1

Expenses: $30,000

THE PTA SUPPORTS A UNIQUE BUSINESS TRAINING, COOKING AND GARDENING PROGRAM THAT SERVES 250 STUDENTS EACH YEAR.

Program 2

Expenses: $31,112

TEACHER STIPENDS ARE PROVIDED FOR CLASSROOM SUPPLIES, FIELD TRIPS, AND ENRICHMENT. STAFF SUPPORT AND APPRECIATION.

Program 3

Expenses: $360

SUPPORT OF SCHOOL ALTHETICS PROGRAMS

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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 (2021)

Revenue Breakdown

Contributions & Grants $87,373

Program Service Revenue $0

Investment Income $16

Other Revenue $-300

TOTAL REVENUE $87,089

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,513

Other Expenses $93,144

TOTAL EXPENSES $93,144

Year-over-Year Comparison

	2021	2020	Change
Revenue	$87,089	$75,540	+0.2%
Expenses	$93,144	$59,090	+0.6%
Net Income	$-6,055	$16,450	-1.4%

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

N/A

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
SARA WOLF	WILLARD FUND CO-CHAIR	1.00	Officer	$0	$0	$0
ALICE CHEN	TREASURER	1.00	Officer	$0	$0	$0
JORDAN GILL	PRESIDENT	2.00	Officer	$0	$0	$0
TAMARA PATTISON	SECRETARY	0.50	Officer	$0	$0	$0
CHAGHIG WALKER	COMMUNICATIONS	0.50	Officer	$0	$0	$0
ROBIN BUSCH-WHEATON	WILLARD FUND CO-CHAIR	0.50	Officer	$0	$0	$0
RACHEL ANTELL	STAFF APPRECIATION	0.50	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
2022	$87,089	$93,144	$130,698	$-6,055
2021	$75,540	$59,090	$136,753	$16,450
2020	$92,859	$82,434	$120,303	$10,425
2019	$104,583	$86,005	$109,878	$18,578

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC