CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC

EIN: 951683870 501(c)(3) Education

SACRAMENTO, CA

Total Revenue
$2,346,072
Total Expenses
$2,611,270
Total Assets
$9,942,456
Net Assets
$9,824,323
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1923
Legal Domicile
CA
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 CALIFORNIA STATE PTA IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.

Program Service Accomplishments

Program 1
Expenses: $931,176 Revenue: $1,106,194

ENGAGED AND EMPOWERED OVER 560,000 MEMBERS, ADVOCATED FOR THE EDUCATION, HEALTH, SAFETY AND WELLBEING OF ALL CHILDREN. PROMOTED PARENT AND FAMILY ENGAGEMENT, AND FOSTERED LEADERSHIP DEVELOPMENT...

Read more

ENGAGED AND EMPOWERED OVER 560,000 MEMBERS, ADVOCATED FOR THE EDUCATION, HEALTH, SAFETY AND WELLBEING OF ALL CHILDREN. PROMOTED PARENT AND FAMILY ENGAGEMENT, AND FOSTERED LEADERSHIP DEVELOPMENT THOROUGH TRAINING, ASSISTANCE, AND MENTORING. EVENTS AND PROGRAMS HELD DURING THE YEAR INCLUDE A LEGISLATION CONFERENCE, PTA UNIVERSITY AND MONTHLY LEADERSHIP AND LEGISLATION CALLS FOR PTA LEADERS AND MEMBERS. DELIVERED THE SCHOOL SMARTS PARENT ENGAGEMENT PROGRAM TO OVER 30 SCHOOL SITES. CONDUCTED CAMPAIGNS TO ENERGIZE PARENTS AND FAMILIES TO SUPPORT AND PROMOTE ARTS EDUCATION AND NEXT GENERATION SCIENCE STANDARDS. PROVIDED FIELD SERVICES AND LEADERSHIP ASSISTANCE TO PTAS ACROSS CALIFORNIA AND PROVIDED A VARIETY OF ELECTRONIC AND PRINTED RESOURCES TO PTA LEADERS AND MEMBERS.

Program 2
Expenses: $556,630 Revenue: $299,765

HELD AN ANNUAL CONVENTION THAT BROUGHT TOGETHER OVER 1,300 PARENTS, EDUCATORS, STUDENTS, AND FAMILY MEMBERS DEDICATED TO IMPROVING THE LIVES AND EDUCATION OF CALIFORNIA'S CHILDREN. PARTICIPANTS...

Read more

HELD AN ANNUAL CONVENTION THAT BROUGHT TOGETHER OVER 1,300 PARENTS, EDUCATORS, STUDENTS, AND FAMILY MEMBERS DEDICATED TO IMPROVING THE LIVES AND EDUCATION OF CALIFORNIA'S CHILDREN. PARTICIPANTS ENGAGED IN PROFESSIONAL DEVELOPMENT TOWARDS OUR ORGANIZATIONS MISSION TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES. THE COMPREHENSIVE PROGRAM FEATURED MORE THAN 50 SPECIALIZED WORKSHOPS AND FACILITATED TABLE TALKS COVERING LEADERSHIP DEVELOPMENT, POSITIONAL TRAINING, AND HIGH INTEREST TOPICS IN EDUCATION, FAMILY ENGAGEMENT AND HEALTH & COMMUNITY CONCERNS. THE BUSINESS OF THE ASSOCIATION WAS CONDUCTED IN THREE GENERAL SESSIONS WHICH INCLUDED KEYNOTE SPEAKERS AS WELL AS PRESENTATIONS ON THE PROGRAMS AND ACCOMPLISHMENTS OF OUR STATE ORGANIZATION AS WELL AS OUR INDIVIDUAL UNITS TO MOTIVATE AND ENGAGE OUR MEMBERS. THIS COLLABORATIVE FORUM ENABLED ATTENDEES TO EXCHANGE BEST PRACTICES AND IDEAS, SHARE SUCCESSES AND CHALLENGES, CONDUCT THE BUSINESS OF THE ASSOCIATION, AND GET ENERGIZED FOR THE COMING TERM.

Program 3
Expenses: $101,099 Revenue: $190,243

FACILITATED HIGH QUALITY INSURANCE COVERAGE FOR MORE THAN 3,200 UNIT, COUNCIL, AND DISTRICT PTAS IN THE STATE OF CALIFORNIA TO HELP ENSURE THAT EACH PTA AND ITS INDIVIDUAL MEMBERS WERE PROTECTED...

Read more

FACILITATED HIGH QUALITY INSURANCE COVERAGE FOR MORE THAN 3,200 UNIT, COUNCIL, AND DISTRICT PTAS IN THE STATE OF CALIFORNIA TO HELP ENSURE THAT EACH PTA AND ITS INDIVIDUAL MEMBERS WERE PROTECTED. COVERAGE INCLUDED DIRECTORS AND OFFICERS LIABILITY, GENERAL LIABILITY, CRIME, BUSINESS PROPERTY, AND WORKERS' COMPENSATION. ALSO PROVIDED AN INSURANCE GUIDE TO PTAS IN HARD COPY VIA THE FINANCIAL MAILING AND ELECTRONICALLY VIA CAPTA.ORG TO ASSIST LEADERS IN SELECTING APPROPRIATE FUNDRAISING ACTIVITIES, SPONSORED PROGRAMS, AND EVENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
15
Independent Members
15
Employees
13
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
15
$169,950
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC with other nonprofits in California and across the country.