PTA California Congress of Parents Teachers and Students (EIN 946183802) - 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

1951

Legal Domicile

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.

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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 (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

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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

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

Total Directors

Key Employees

Highest Compensated

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

PTA California Congress of Parents Teachers and Students