CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC (EIN 951683870) - 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

1923

Legal Domicile

Principal Officer

SHEREEN WALTER

Phone

9164401985

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC, founded in 1923, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $2.6M exceeded revenue, resulting in a 11% operating deficit.

Mission

THE MISSION OF THE CA STATE PTA IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.

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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 $208,588

Program Service Revenue $1,806,007

Investment Income $184,331

Other Revenue $147,146

TOTAL REVENUE $2,346,072

Expense Breakdown

Grants Paid $70,069

Salaries & Benefits $1,056,178

Fundraising Expenses $71,333

Program Expenses $1,588,905

Other Expenses $1,485,023

TOTAL EXPENSES $2,611,270

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,346,072	$3,247,931	-0.3%
Expenses	$2,611,270	$2,574,370	+0.0%
Net Income	$-265,198	$673,561	-1.4%

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

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

$169,950

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHEREEN WALTER	PRESIDENT	40.00	Officer Director	$0	$0	$0
HEATHER IPPOLITO	PRESIDENT-ELECT	40.00	Officer Director	$0	$0	$0
LAURA HAWK-LOYA	VP LEADERSHIP SERVICES	40.00	Officer Director	$0	$0	$0
ELLEN TORRES	VP MEMBERSHIP SERVICES	40.00	Officer Director	$0	$0	$0
BARBARA SMITH	VP COMMUNICATIONS	40.00	Officer Director	$0	$0	$0
WILL SANFORD	VP CONVENTIONS	40.00	Officer Director	$0	$0	$0
JESUS HOLGUIN	VP EDUCATION	40.00	Officer Director	$0	$0	$0
HOURI KHATCHADORIAN	VP HEALTH & COMMUNITY CONC	40.00	Officer Director	$0	$0	$0
ANITA AVRICK	VP FAMILY ENGAGEMENT	40.00	Officer Director	$0	$0	$0
LESLIE POWELL	SECRETARY	40.00	Officer Director	$0	$0	$0
LINDA PFEIFER	TREASURER	40.00	Officer Director	$0	$0	$0
BECCA MARKS-ANDERSON	PARLIAMENTARIAN	40.00	Officer Director	$0	$0	$0
KATHLEEN FAY	DIRECTOR OF LEGISLATION	40.00	Officer Director	$0	$0	$0
MELANIE LUCAS	DISTRICT PRESIDENTS CHAIR	40.00	Officer Director	$0	$0	$0
JOSIAH KITONGA	MANAGING DIRECTOR	40.00	Officer	$169,950	$0	$169,950

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	$2,346,072	$2,611,270	$9,942,456	$-265,198
2024	$3,247,931	$2,574,370	$9,608,322	$673,561
2023	$3,089,330	$3,319,436	$8,503,868	$-230,106
2022	$4,393,183	$3,206,328	$9,193,889	$1,186,855
2021	$3,636,238	$2,751,124	$10,738,910	$885,114
2020	$3,438,208	$3,188,904	$9,082,198	$249,304
2019	$3,981,279	$3,802,324	$8,841,306	$178,955
2018	$4,156,157	$3,833,195	$8,227,891	$322,962

CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC