MONTEMALAGA ELEMENTARY PTA (EIN 946183895) - 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

2011

Legal Domicile

Principal Officer

TSZCHING WONG

Phone

3102730248

Tax Period

2024-07-01 to 2025-06-30

MONTEMALAGA ELEMENTARY PTA, founded in 2011, is a small nonprofit that reported $267K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $235K left a modest 12% surplus.

Mission

THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS STUDENT AND PARENT EDUCATION. MONTEMALAGA ELEMENTARY SCHOOL IS OPERATED BY THE PV PENINSULA UNIFIED SCHOOL DISTRICT AND HAS APPROXIAMATLEY 430 STUDENTS. THROUGH THE MONTEMALAG PTA PARENTS AND VOLUNTEERS PROVIDE PROGRAMS THAT SUPPLEMENT THE PVPUSD'S GOAL OF PROVIDING A COMPREHENSIVE AND ENRICHING EXPERIENCE FOR THE STUDENTS.

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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 $0

Program Service Revenue $0

Investment Income $270

Other Revenue $266,970

TOTAL REVENUE $267,240

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $66,851

Program Expenses $158,885

Other Expenses $234,961

TOTAL EXPENSES $234,961

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,240	$285,848	-0.1%
Expenses	$234,961	$209,368	+0.1%
Net Income	$32,279	$76,480	-0.6%

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

N/A

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
BEE RAREWALA	PRESIDENT	10.00	Officer	$0	$0	$0
ANITA SREERAMA	1ST VP	10.00	Officer	$0	$0	$0
JENN WEISHAAR	2ND VP	10.00	Officer	$0	$0	$0
DEE DEE XIA	3RD VP	10.00	Officer	$0	$0	$0
SARAH KWAK	4TH VP	10.00	Officer	$0	$0	$0
YESIE CHOI	3RD VP	10.00	Officer	$0	$0	$0
KAHI THOMAS	5TH VP	10.00	Officer	$0	$0	$0
KELLY CAMPISI	5TH VP	10.00	Officer	$0	$0	$0
CHINYARAI HAMILTON	7TH VP	10.00	Officer	$0	$0	$0
KELLY JONES	TREASURER	10.00	Officer	$0	$0	$0
NANCY ASAKURA	FINANCIAL REVIEWER	10.00	Officer	$0	$0	$0
RAINA MOOSA	FINANCIAL SECRETARY	10.00	Officer	$0	$0	$0
MONICA FANG	RECORDING SECRETARY	10.00	Officer	$0	$0	$0
LENA CHIANG	CORRESPONDING SECRETARY	10.00	Officer	$0	$0	$0
MANNU CHOPRA	HISTORIAN	10.00	Officer	$0	$0	$0
TAMMY WOO	PARLIAMENTARIAN	10.00	Officer	$0	$0	$0
LESLIE CRABTREE	EXECUTIVE VICE PRESIDENT	10.00	Officer	$0	$0	$0
PORTIA BHATTARAI	PEF REPRESENTATIVE	10.00	Officer	$0	$0	$0
LINDA IBRAHIM	EXECUTIVE VICE PRESIDENT	10.00	Officer	$0	$0	$0
CARRIE RODRIGUEZ	1ST VP	10.00	Officer	$0	$0	$0
MELISSA NELSON	2ND VP	10.00	Officer	$0	$0	$0
CHRISTINA RUTH	2ND VP	10.00	Officer	$0	$0	$0
RISA GORGERINO	4TH VP	10.00	Officer	$0	$0	$0
RAQUEL CUNNINGHAM	8TH VP	10.00	Officer	$0	$0	$0
SANDRA ARGUETA	PARLIAMENTARIAN	10.00	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	$267,240	$234,961	$239,523	$32,279
2024	$285,848	$209,368	$207,243	$76,480
2023	$233,970	$268,004	$130,762	$-34,034
2022	$171,205	$138,240	$164,795	$32,965
2021	$55,053	$43,388	$131,830	$11,665
2020	$201,855	$162,364	$120,165	$39,491
2019	$195,223	$192,065	$80,674	$3,158

MONTEMALAGA ELEMENTARY PTA