PTA CA CONGRESS OF PARENTS NORTH SHOREVIEW MONTESSORI PTA (EIN 946184914) - 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

1948

Legal Domicile

Principal Officer

AMARDEEP PRASAD

Phone

6503127588

Tax Period

2023-07-01 to 2024-06-30

PTA CA CONGRESS OF PARENTS NORTH SHOREVIEW MONTESSORI PTA, founded in 1948, is a small nonprofit that reported $162K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

THE PTA SUPPORTS THE MONTESSORI SCHOOL IN ALL WAYS INCLUDING TEACHER AIDS AND CLASSROOM MATERIALS

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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 $145,738

Program Service Revenue $3,709

Investment Income $0

Other Revenue $12,421

TOTAL REVENUE $161,868

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $170,276

Other Expenses $172,819

TOTAL EXPENSES $172,819

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,868	$179,425	-0.1%
Expenses	$172,819	$169,871	+0.0%
Net Income	$-10,951	$9,554	-2.1%

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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BIANCA BATLLE	SECRETARY	N/A	Officer	$0	$0	$0
CYNTHIA EHRHORN	VP OF ENRICH	N/A	Officer	$0	$0	$0
DAVID GAGNE	TREASURER	N/A	Officer	$0	$0	$0
CHRISTA HURRELL	FUNDRAISING	N/A	Officer	$0	$0	$0
NATE KELLY	VP OF COMMUN	N/A	Officer	$0	$0	$0
LEANNA KNOEPFEL	VP OF MEMBER	N/A	Officer	$0	$0	$0
JULIE KOKES	PRESIDENT	N/A	Officer	$0	$0	$0
FLOWER MILLER	VP OF FUNDRA	N/A	Officer	$0	$0	$0
AMARDEEP PRASAD	EXECUTIVE VP	N/A	Officer	$0	$0	$0
SNEHIL TIWARI	AUDITOR	N/A	Officer	$0	$0	$0
SHIN MEI WONG	HISTORIAN	N/A	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	No data	No data	No data	No data
2024	$161,868	$172,819	$112,305	$-10,951
2023	$179,425	$169,871	$124,105	$9,554
2021	$113,640	$135,324	$93,470	$-21,684
2019	$189,051	$196,215	$52,591	$-7,164

PTA CA CONGRESS OF PARENTS NORTH SHOREVIEW MONTESSORI PTA