PTA-CALIFORNIA CONGRESS OF PARENTS (EIN 946183886) - 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

1926

Legal Domicile

Principal Officer

SLOANE YOUNG

Phone

5103391868

Tax Period

2023-07-01 to 2024-06-30

PTA-CALIFORNIA CONGRESS OF PARENTS, founded in 1926, is a small nonprofit that reported $437K in total revenue in fiscal year 2023. Expenses of $399K left a modest 9% surplus.

Mission

The PTA is a partnership between the parents and educators who strive to enhance student learning and enrich the lives of the students about what is happening in their 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 $435,448

Program Service Revenue $0

Investment Income $6,392

Other Revenue $-4,589

TOTAL REVENUE $437,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $42,724

Program Expenses $348,997

Other Expenses $399,256

TOTAL EXPENSES $399,256

Year-over-Year Comparison

	2023	2022	Change
Revenue	$437,251	$409,978	+0.1%
Expenses	$399,256	$450,522	-0.1%
Net Income	$37,995	$-40,544	-1.9%

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

100

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
SLOANE YOUNG	PRESIDENT	10.00	Officer Director	$0	$0	$0
LAUREN GRAYMAN	EXEC. V.P.	7.00	Officer Director	$0	$0	$0
JULIA ROOT	V.P. PROGRAMS	5.00	Officer Director	$0	$0	$0
DANIELLE KIRKPATRICK	RECORDING SECRETARY	5.00	Officer Director	$0	$0	$0
MATT AGUIAR	TREASURER	8.00	Officer Director	$0	$0	$0
JI KIM-FUNG	FINANCIAL SECRETARY	8.00	Officer Director	$0	$0	$0
MIKE LAWLESS	AUDITOR	5.00	Officer Director	$0	$0	$0
ZAINA ORBAI	HISTORIAN	5.00	Officer Director	$0	$0	$0
NATHALIE COELLER	PARLIAMENTARIAN	2.00	Officer Director	$0	$0	$0
MEGAN HUNTER	CORRESPONDING SECRETARY	5.00	Officer Director	$0	$0	$0
SABRINA SCOTT	Volunteers	5.00	Director	$0	$0	$0
LARA BRECHER	Fundraising	5.00	Director	$0	$0	$0
JUANITA VILLA	Hospitality	5.00	Director	$0	$0	$0
LAUREN KILBOURNE	Membership	5.00	Director	$0	$0	$0
GABRIELA NASSAR	Co-Chair, Diversity & Inclusion	5.00	Director	$0	$0	$0
BRANY PETRICKA	Co-Chair, Diversity & Inclusion	5.00	Director	$0	$0	$0
DICK SMITH	Technology	5.00	Director	$0	$0	$0
NICOLIA GOODING	Co-Chair, Room Reps	5.00	Director	$0	$0	$0
PAUL OH	Co-Chair, Room Reps	5.00	Director	$0	$0	$0
DAVID KLOKER	Principal	5.00	Director	$0	$0	$0
LUCINA PEARSON	Teacher Representative	5.00	Director	$0	$0	$0
SARAH GASKIN	Co-Chair, External Affairs	5.00	Director	$0	$0	$0
BITT TAYLOR-VERNON	Health & Safety	5.00	Director	$0	$0	$0
MARC NEWMAN	Dads Club	5.00	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
2025	No data	No data	No data	No data
2024	$437,251	$399,256	$360,382	$37,995
2023	$409,978	$450,522	$371,267	$-40,544
2022	$336,914	$352,140	$411,035	$-15,226
2021	$254,606	$248,206	$399,588	$6,400
2020	$497,828	$351,442	$415,084	$146,386
2019	$483,326	$456,525	$318,369	$26,801

PTA-CALIFORNIA CONGRESS OF PARENTS