PTA-California Congress of Parents… - Form 990 Financial Data

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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

1950

Legal Domicile

Principal Officer

Lani Moore

Phone

5108791420

Tax Period

2022-07-01 to 2023-06-30

PTA-California Congress of Parents DBA Joaquin Miller Elementary PTA, founded in 1950, is a small nonprofit that reported $247K in total revenue in fiscal year 2022. Revenue decreased 11% compared to the prior year.

Mission

To support Joaquin Miller School's community of parents, teachers and staff in their shared goals of enhancing our children's educational experience.

Program Service Accomplishments

Program 1

Expenses: $140,702

Oakland Education Fund Contract - The organization's primary purpose is to solicit donations and raise funds that directly fund programs at Joaquin Miller School, a public school, which are not...

Oakland Education Fund Contract - The organization's primary purpose is to solicit donations and raise funds that directly fund programs at Joaquin Miller School, a public school, which are not funded or underfunded by the Oakland Unified School District. In measuring program achievements, the PTA and the school believe that the school's annual district ranking, usually in the top 3 out of 59 schools, from standardized testing provides satisfactory qualitative support for the programs we fund.

Program 2

Expenses: $74,000

Rythm & Moves - this program provides the fundamentals of physical dance movement and appreciation for one's own physical fitness at a grade appropriate level.

Program 3

Expenses: $17,413

Other Program Services - The PTA provides funding to other programs such as the school garden, the 5th grade graduation, field trips, and supporting affinity groups in hosting community building...

Other Program Services - The PTA provides funding to other programs such as the school garden, the 5th grade graduation, field trips, and supporting affinity groups in hosting community building events.

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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 (2022)

Revenue Breakdown

Contributions & Grants $83,229

Program Service Revenue $0

Investment Income $135

Other Revenue $163,789

TOTAL REVENUE $247,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $259,317

Other Expenses $263,971

TOTAL EXPENSES $263,971

Year-over-Year Comparison

	2022	2021	Change
Revenue	$247,153	$278,357	-0.1%
Expenses	$263,971	$254,335	+0.0%
Net Income	$-16,818	$24,022	-1.7%

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

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
Lani Moore	President	5.00	Officer Director	$0	$0	$0
Kirsten Pfenning	Treasurer	4.00	Officer Director	$0	$0	$0
Sarah Barnard	Secretary	4.00	Officer Director	$0	$0	$0
Marc Tafolla	Secretary	4.00	Officer Director	$0	$0	$0
Ben Washofsky	Secretary	4.00	Officer Director	$0	$0	$0
Nicole Eiland	Secretary	4.00	Officer Director	$0	$0	$0
Claire Chessen	Director	4.00	Officer Director	$0	$0	$0
Trisha Ramirez	Vice President	4.00	Officer Director	$0	$0	$0
Lanae Roxas	Vice President	4.00	Officer Director	$0	$0	$0
Elaine Carbonnell	Vice President	4.00	Officer Director	$0	$0	$0
Jessica Penchos	Vice President	4.00	Officer Director	$0	$0	$0
Adriana Lindsey	Vice President	4.00	Officer Director	$0	$0	$0
Jill Kunishima	Vice President	4.00	Officer 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	No data	No data	No data	No data
2023	$247,153	$263,971	$199,390	$-16,818
2022	$278,357	$254,335	$241,086	$24,022
2021	$203,076	$211,351	$217,064	$-8,275
2020	$323,550	$329,353	$225,339	$-5,803
2019	$338,059	$353,573	$225,247	$-15,514

PTA-California Congress of Parents DBA Joaquin Miller Elementary PTA