PTA CALIFORNIA CONGRESS (EIN 946184938) - 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

1951

Legal Domicile

Principal Officer

ASHLEY DROEGE

Tax Period

2023-07-01 to 2024-06-30

PTA CALIFORNIA CONGRESS, founded in 1951, is a micro nonprofit that reported $99K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $130K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES AT PARK SCHOOL THROUGH FINANCIAL SUPPORT OF COMMUNITY EVENTS, EDUCATIONAL PROGRAMS, AND TECHNOLOGY AND SUPPLIES PURCHASES.

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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 $87,325

Program Service Revenue $10,315

Investment Income $921

Other Revenue $0

TOTAL REVENUE $98,561

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7,450

Program Expenses $113,468

Other Expenses $130,462

TOTAL EXPENSES $130,462

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,561	$126,359	-0.2%
Expenses	$130,462	$100,700	+0.3%
Net Income	$-31,901	$25,659	-2.2%

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

280

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
ASHLEY DROEGE	PRESIDENT	20.00	Officer Director	$0	$0	$0
ANNE-ELISE LANSDOWN	EXECUTIVE VP	5.00	Officer Director	$0	$0	$0
AMANDA SANDLER	SECRETARY	5.00	Officer Director	$0	$0	$0
ANDY SCHUMONT	TREASURER	5.00	Officer Director	$0	$0	$0
CELINE VAN RIEMSDIJK	FINANCIAL SE	1.00	Officer Director	$0	$0	$0
MARY BACK	FINANCIAL RE	2.00	Director	$0	$0	$0
JEN DURKEE	HISTORIAN	1.00	Director	$0	$0	$0
CASEY O'CONNOR	PARLIAMENTAR	1.00	Director	$0	$0	$0
MONICA SICILIA	CHAIR OF COM	5.00	Director	$0	$0	$0
BLAIR PARKER	CHAIR OF FUN	5.00	Director	$0	$0	$0
RACHEL SCHUMONT	CO-CHAIR STU	5.00	Director	$0	$0	$0
CHRISTY CHEEK	CO-CHAIR STU	5.00	Director	$0	$0	$0
LAUREN FRIIS	CO-CHAIR COM	5.00	Director	$0	$0	$0
GRACE MACK	CO-CHAIR COM	5.00	Director	$0	$0	$0
KATIE PARSON	CHAIR OF SAF	1.00	Director	$0	$0	$0
GRETCHEN GEORGE	CHAIR OF SIT	5.00	Director	$0	$0	$0
GABRIELLE GAETANI	CO-CHAIR DEI	1.00	Director	$0	$0	$0
MEGAN HARJU	CO-CHAIR DEI	1.00	Director	$0	$0	$0
ANGELA LIU	CO-CHAIR DEI	1.00	Director	$0	$0	$0
AUBREY O'CONNOR	PRINCIPAL	1.00	Director	$0	$0	$0
LISA BALDWIN	TEACHER REP	1.00	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
2025	No data	No data	No data	No data
2024	$98,561	$130,462	$108,396	$-31,901
2023	$126,359	$100,700	$140,297	$25,659
2022	$142,681	$96,739	$114,638	$45,942
2021	$55,470	$50,470	$68,696	$5,000
2020	$151,218	$122,839	$63,696	$28,379
2019	$259,292	$333,328	$49,647	$-74,036

PTA CALIFORNIA CONGRESS