PTA California Congress of Parents Teachers and Students

EIN: 946183802 501(c)(3)

ALAMEDA, CA

Total Revenue
$215,047
Total Expenses
$220,523
Total Assets
$72,100
Net Assets
$72,100
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
CA
Principal Officer
Megan Wilichinsky
Phone
5107484013
Tax Period
2023-07-01 to 2024-06-30

PTA California Congress of Parents Teachers and Students, founded in 1951, is a small nonprofit that reported $215K in total revenue in fiscal year 2023.

Mission

Providing educational enrichment to Frank Otis Elementary School.

Program Service Accomplishments

Program 1
Expenses: $63,000 Revenue: $0

Small Group Skills and Positive Behavior Intervention Support PBIS: Funds for social emotional learning and math and reading intervention programs. Benefit student population of approximately 500...

Read more

Small Group Skills and Positive Behavior Intervention Support PBIS: Funds for social emotional learning and math and reading intervention programs. Benefit student population of approximately 500 students.

Program 2
Expenses: $39,000 Revenue: $0

STEAM Lab: Funds for student enrichment program to expose students to science technology engineering art and math; encourage collaborative problem-solving and creativity. Benefits student population...

Read more

STEAM Lab: Funds for student enrichment program to expose students to science technology engineering art and math; encourage collaborative problem-solving and creativity. Benefits student population of approximately 500 students.

Program 3
Expenses: $21,475 Revenue: $0

Teacher Classroom Stipend: Funds for added enrichment supplies additional learning materials books or other tools and materials to enhance or expand student learning experience and classroom...

Read more

Teacher Classroom Stipend: Funds for added enrichment supplies additional learning materials books or other tools and materials to enhance or expand student learning experience and classroom environment. Benefits student population of approximately 500 students.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $103,164
Program Service Revenue $17,201
Investment Income $0
Other Revenue $94,682
TOTAL REVENUE $215,047

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $212,321
Other Expenses $220,523
TOTAL EXPENSES $220,523

Year-over-Year Comparison

2023 2022 Change
Revenue $215,047 $199,906 +0.1%
Expenses $220,523 $223,691 0.0%
Net Income $-5,476 $-23,785 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
300

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
12
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sharon McKellar PTA President 12.00
Officer
$0 $0 $0
Noel Seibert VP 2.00
Officer
$0 $0 $0
Phuong Quach VP of Membership 1.00
Officer
$0 $0 $0
Katie Honegger VP of Programs 2.00
Officer
$0 $0 $0
Sami Ferris VP of Equity and Inclusion 1.00
Officer
$0 $0 $0
Rachel Wilson Wheeland Treasurer 4.00
Officer
$0 $0 $0
Alyx Karpowicz Secretary 1.00
Officer
$0 $0 $0
Brina Siv Auditor 1.00
Officer
$0 $0 $0
Sam Hawes Parliamentarian 1.00
Officer
$0 $0 $0
Kimberly Kato Chambliss Historian 1.00
Officer
$0 $0 $0
Nola Li Barr Volunteer Coordinator 1.00
Officer
$0 $0 $0
Megan Wilichinsky Financial Secretary 2.00
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
2025 No data No data No data No data
2024 $215,047 $220,523 $72,100 $-5,476
2023 $199,906 $223,691 $77,576 $-23,785
2022 $184,646 $202,721 $101,361 $-18,075
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare PTA California Congress of Parents Teachers and Students with other nonprofits in California and across the country.