PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 946184037) - 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

1954

Legal Domicile

Principal Officer

Travis Chatters

Phone

9163600048

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 1954, is a small nonprofit that reported $301K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

IT IS THE MISSION OF OUR PTA TO ENGAGE PARENTS IN THE SCHOOL COMMUNITY AND SUPPORT THE EDUCATIONAL PROGRAMS SUCH AS MISSION'S SIGNATURE FIELD EDUCATION PROGRAM, MUSIC, THEATER AND FINE ARTS AND PARENT VOLUNTEERISM.

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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 $40,017

Program Service Revenue $204,529

Investment Income $0

Other Revenue $56,596

TOTAL REVENUE $301,142

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $58,774

Program Expenses $267,216

Other Expenses $327,264

TOTAL EXPENSES $327,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$301,142	$273,288	+0.1%
Expenses	$327,264	$245,932	+0.3%
Net Income	$-26,122	$27,356	-2.0%

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

151

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
Staci Harris	President	5	Officer	$0	$0	$0
Valerie Harper	Vice President	4	Officer	$0	$0	$0
Katherine Boroski	Treasurer	3	Officer	$0	$0	$0
Katy Giammona	Secretary	2	Officer	$0	$0	$0
Russell Espinoza	Auditor	1	Officer	$0	$0	$0
Courtney Beeson	Financial Secretary	1	Officer	$0	$0	$0
Niki Martasian	Historian	1	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	$301,142	$327,264	$68,228	$-26,122
2024	$273,288	$245,932	$102,305	$27,356
2023	$204,573	$191,472	$74,949	$13,101
2022	$62,206	$74,412	$30,055	$-12,206
2021	$31,659	$95,132	$54,467	$-63,473
2020	$237,138	$180,622	$117,940	$56,516
2019	$231,572	$219,021	$61,123	$12,551

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC