PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC (EIN 946183893) - 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

2012

Legal Domicile

Principal Officer

MICHELLE KORN PRESIDENT

Phone

9253355860

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC, founded in 2012, is a small nonprofit that reported $183K in total revenue in fiscal year 2024. Expenses of $168K left a modest 8% surplus.

Mission

SUPPORT EDUCATIONAL PROGRAMS AND EVENTS THAT ENRICH THE STUDENTS' EDUCATIONAL EXPERIENCS AND PROMOTE PARTNERSHIPS BETWEEN PARENTS, STUDENTS, AND TEACHES WHICH CREATES A POSITIVE LEARNING ENVIRONMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $135,092

Program Service Revenue $47,100

Investment Income $599

Other Revenue $-37

TOTAL REVENUE $182,754

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $41,051

Program Expenses $122,032

Other Expenses $126,737

TOTAL EXPENSES $167,788

Year-over-Year Comparison

	2024	2023	Change
Revenue	$182,754	$175,059	+0.0%
Expenses	$167,788	$173,709	0.0%
Net Income	$14,966	$1,350	+10.1%

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

125

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
MICHELLE KORN	President	10.00	Officer Director	$0	$0	$0
LISA WILLIS	EXECUTIVE VP	10.00	Officer Director	$0	$0	$0
JESSICA HANDLEY	Financial Sec.	2.00	Director	$0	$0	$0
JULIANNA CHEQUER	Secretary	2.00	Officer Director	$0	$0	$0
STACEY INTHAVONG	COMMUNICATIONS	2.00	Director	$0	$0	$0
GUS CICALA	Treasurer	4.00	Officer Director	$0	$0	$0
KELLY GINELLI	MEMBERSHIP	6.00	Director	$0	$0	$0
JACQUELYNE LI	WAYS/MEANS	1.00	Director	$0	$0	$0
JULIET NORTON	HISTORIAN	6.00	Director	$0	$0	$0
ELEANOR MILLS	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
LAURA GRAY	AUDITOR	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
2025	$182,754	$167,788	$225,159	$14,966
2024	No data	No data	No data	No data
2023	$159,555	$107,284	$208,843	$52,271
2019	$170,232	$178,715	$94,815	$-8,483

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC