PTA CA Congress of Parents Teachers Students Inc Miraloma Elementary PTA (EIN 946184034) - 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

2003

Legal Domicile

Principal Officer

Tom Nieto

Phone

4154694734

Tax Period

2023-07-01 to 2024-06-30

PTA CA Congress of Parents Teachers Students Inc Miraloma Elementary PTA, founded in 2003, is a small nonprofit in the Education sector that reported $330K in total revenue in fiscal year 2023. The organization ran a surplus of $163K, a strong 49% operating margin.

Mission

The mission is to provide positive impact to the lives of the children and families by representing, empowering, and supporting the members of the organization with skills of advocacy, leadership and communication

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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 $99,127

Program Service Revenue $0

Investment Income $21,846

Other Revenue $208,890

TOTAL REVENUE $329,863

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $160,677

Other Expenses $167,031

TOTAL EXPENSES $167,031

Year-over-Year Comparison

	2023	2022	Change
Revenue	$329,863	$327,430	+0.0%
Expenses	$167,031	$244,627	-0.3%
Net Income	$162,832	$82,803	+1.0%

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
Tna Garcia	President	1.00	Officer Director	$0	$0	$0
Ben Petrosky	Secretary	1.00	Officer Director	$0	$0	$0
Alyson Mititieri	VP Programs	1.00	Officer Director	$0	$0	$0
Tom Nieto	Treasurer	1.00	Officer Director	$0	$0	$0
Courtney Helland	Volunteer Coord	1.00	Officer Director	$0	$0	$0
Allen Le Blanc	VP Fundraising	1.00	Officer Director	$0	$0	$0
Melissa Griffiths	VP Membership	1.00	Officer Director	$0	$0	$0
Nithin Kamath	Hiistorian	1.00	Officer Director	$0	$0	$0
Stephane Boudreau	Parliamentarian	1.00	Officer Director	$0	$0	$0
Sandra Kim	VP Communcation	1.00	Officer Director	$0	$0	$0
Jenne Herriot-Hatfield	Finl Secretary	1.00	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	$329,863	$167,031	$980,455	$162,832
2023	$327,430	$244,627	$813,969	$82,803
2022	$374,463	$224,976	$761,523	$149,487
2021	$201,671	$229,644	$612,670	$-27,973
2020	$420,099	$486,999	$638,605	$-66,900
2019	$405,686	$453,564	$705,460	$-47,878
2018	$471,679	$144,509	$753,338	$327,170

PTA CA Congress of Parents Teachers Students Inc Miraloma Elementary PTA