PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INCMVMSPTA (EIN 946184101) - 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

1965

Legal Domicile

Principal Officer

JENNIFER MOORE

Phone

4153815590

Tax Period

2019-07-01 to 2020-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INCMVMSPTA, founded in 1965, is a small nonprofit that reported $163K in total revenue in fiscal year 2019. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $198K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO SUPPORT THE MILL VALLEY MIDDLE SCHOOL STUDENTS, TEACHERS, ADMINISTRATION & FACILITIES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $130,782

Program Service Revenue $3,328

Investment Income $95

Other Revenue $29,127

TOTAL REVENUE $163,332

Expense Breakdown

Grants Paid $164,926

Salaries & Benefits $0

Fundraising Expenses $2,910

Program Expenses $192,930

Other Expenses $32,659

TOTAL EXPENSES $197,585

Year-over-Year Comparison

	2019	2018	Change
Revenue	$163,332	$265,817	-0.4%
Expenses	$197,585	$195,982	+0.0%
Net Income	$-34,253	$69,835	-1.5%

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

100

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
JENNIFER MOORE	President	10.00	Officer Director	$0	$0	$0
SUSAN FLINT	Executive VP	10.00	Officer Director	$0	$0	$0
KAREN LETTENEY	Secretary	10.00	Officer Director	$0	$0	$0
SALLY LOW	Treasurer	10.00	Officer Director	$0	$0	$0
RENEE CONRADY	HISTORIAN	5.00	Director	$0	$0	$0
ALISSA PHILIP	Parliamentarian	5.00	Director	$0	$0	$0
KRISTIN VAN PRAAG	FINANCIAL SEC	5.00	Director	$0	$0	$0
SUSIE GILMOUR	Auditor	5.00	Director	$0	$0	$0
LAUREL HILTON	Director	5.00	Director	$0	$0	$0
LIBBY MITCHELL	Director	5.00	Director	$0	$0	$0
SUSAN BUTLER	Director	5.00	Director	$0	$0	$0
AIMEE WESTBROOK	Director	5.00	Director	$0	$0	$0
BELINDA ROWBURY	Director	5.00	Director	$0	$0	$0
GABY DOMINGUEZ	Director	5.00	Director	$0	$0	$0
ANNA LAZZARINI	Principal	40.00	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
2020	$163,332	$197,585	$243,128	$-34,253
2019	$265,817	$195,982	$277,381	$69,835

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INCMVMSPTA