PTA California Congress of Parents Teac and Students Inc DBA John Muir MS PTSA

EIN: 946184139 501(c)(3)

San Jose, CA

Total Revenue
$7,675
Total Expenses
$10,237
Total Assets
$100,996
Net Assets
$100,996
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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
1959
Tax Period
2020-07-01 to 2021-06-30

PTA California Congress of Parents Teac and Students Inc DBA John Muir MS PTSA, founded in 1959, is a micro nonprofit that reported $8K in total revenue in fiscal year 2020. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $10K exceeded revenue, resulting in a 33% operating deficit.

Mission

Education Services and Support

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $5,305
Program Service Revenue $2,370
Investment Income $0
Other Revenue $0
TOTAL REVENUE $7,675

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $9,387
Other Expenses $10,237
TOTAL EXPENSES $10,237

Year-over-Year Comparison

2020 2019 Change
Revenue $7,675 $71,594 -0.9%
Expenses $10,237 $47,892 -0.8%
Net Income $-2,562 $23,702 -1.1%
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

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Governance

Voting Members
4
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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Stacey McLaren President 0.00
Officer
$0 $0 $0
Andrea Ulicki Vice President 0.00
Officer
$0 $0 $0
Ann Sawicki Secretary 0.00
Officer
$0 $0 $0
Jennifer Inouye Treasurer 0.00
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
2021 $7,675 $10,237 $100,996 $-2,562
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