PTA California Congress of Parents Teachers and Students (EIN 953581932) - 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

1977

Legal Domicile

Principal Officer

Michael Gunner

Phone

8056377359

Tax Period

2024-07-01 to 2025-06-30

PTA California Congress of Parents Teachers and Students, founded in 1977, is a small nonprofit that reported $195K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

To support, plan and conduct school enrichment programs Support for enrichment programs, fundraisers, hospitality events, classroom support and campus improvements

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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 $159,025

Program Service Revenue $5,684

Investment Income $3,726

Other Revenue $26,664

TOTAL REVENUE $195,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $27,255

Program Expenses $172,610

Other Expenses $203,564

TOTAL EXPENSES $203,599

Year-over-Year Comparison

	2024	2023	Change
Revenue	$195,099	$162,086	+0.2%
Expenses	$203,599	$161,677	+0.3%
Net Income	$-8,500	$409	-21.8%

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

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
Fred Nichols	President	2.50	Director	$0	$0	$0
Michael Gunner	Treasurer	2.50	Director	$0	$0	$0
Caitlin Holcomb	Secretary	2.00	Director	$0	$0	$0
Stacie Phillips	VP Operations	2.50	Director	$0	$0	$0
Chelsea Siciliano	VP Programs	2.50	Director	$0	$0	$0
Jessica Herman	VP of Fundraising	1.00	Director	$0	$0	$0
Conor Adler	Auditor	0.50	Director	$0	$0	$0
Jennifer Gunner	Historian	0.50	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	$195,099	$203,599	$176,306	$-8,500
2024	$162,086	$161,677	$184,806	$409
2023	$179,264	$201,119	$208,683	$-21,855
2022	$136,372	$103,756	$200,442	$32,616
2021	$72,381	$60,287	$167,825	$12,094
2020	$171,356	$175,657	$156,559	$-4,301
2019	$218,833	$205,214	$163,195	$13,619

PTA California Congress of Parents Teachers and Students