PTA CA CONGRESS OF PARENTS&TEACHER… - Form 990 Financial Data

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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

1957

Legal Domicile

Principal Officer

JENNIFER COX

Phone

3103785011

Tax Period

2024-07-01 to 2025-06-30

PTA CA CONGRESS OF PARENTS&TEACHERS INC SILVER SPUR ELEMENTARY PTA, founded in 1957, is a small nonprofit that reported $386K in total revenue in fiscal year 2024. The organization ran a surplus of $86K, a strong 22% operating margin.

Mission

TO PROVIDE EDUCATIONAL AND CULTURAL SUPPORT FOR THE SCHOOL, TEACHERS AND STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $35,221

SCHOOL CAMPUS IMPROVEMENT: THE ORGANIZATION PROVIDED FUNDS FOR CAMPUS BEAUTIFICATION, CLASSROOM, AND TECHNOLOGY UPGRADES.

Program 2

Expenses: $29,768

CURRICULUM SUPPORT & CLASSROOM SUPPLIES: THE ORGANIZATION PROVIDED FUNDS FOR INSTRUCTIONAL SUPPLIES AND TEACHER MATERIALS.

Program 3

Expenses: $39,790

EDUCATION AND CULTURAL ENRICHMENT: THE ORGANIZATION PROVIDED EDUCATIONAL AND CULTURAL PROGRAMS TO ENHANCE THE STUDENTS' LEARNING EXPERIENCE THROUGH ASSEMBLIES, FIELD TRIPS, AND SPECIAL PROGRAMS SUCH...

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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 $386,241

Program Service Revenue $0

Investment Income $7

Other Revenue $0

TOTAL REVENUE $386,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $278,813

Other Expenses $300,025

TOTAL EXPENSES $300,025

Year-over-Year Comparison

	2024	2023	Change
Revenue	$386,248	$378,548	+0.0%
Expenses	$300,025	$287,753	+0.0%
Net Income	$86,223	$90,795	-0.1%

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
ERIN GRANNIS	PRESIDENT	5.00	Officer	$0	$0	$0
CARA LENTZ	EXECUTIVE VP	2.00	Officer	$0	$0	$0
SHADI SWOISH	TREASURER	2.00	Officer	$0	$0	$0
ROBBIE MIZE	FINANCIAL SECRETARY	1.00	Officer	$0	$0	$0
NICOLE ROBERTS	1ST VP	2.00	Officer	$0	$0	$0
WEN VALE	1ST VP	2.00	Officer	$0	$0	$0
JENNIFER MIZE	3RD VP	2.00	Officer	$0	$0	$0
CHLOE MULLANEY	3RD VP	2.00	Officer	$0	$0	$0
STEPHANIE FERNANDEZ	4TH VP	2.00	Officer	$0	$0	$0
JENNIFER SMITH	4TH VP	2.00	Officer	$0	$0	$0
NICOLE PELNER	5TH VP	2.00	Officer	$0	$0	$0
KARA GIFFORD BAYANI	6TH VP	2.00	Officer	$0	$0	$0
KATIE VIDAILLET	7TH VP	2.00	Officer	$0	$0	$0
MEREDITH WEISS	PARLIAMENTARIAN	1.00	Officer	$0	$0	$0
SHARYL LAPORTE	AUDITOR	1.00	Officer	$0	$0	$0
ALYSON YAMUCHI	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
HEATHER BOLES	CORRESPONDING SECRETARY	1.00	Officer	$0	$0	$0
NOELLE TYDLASKA	HISTORIAN	1.00	Officer	$0	$0	$0
BRENDA BLOOD	HISTORIAN	1.00	Officer	$0	$0	$0
DINA SIMONSEN	PEF REPRESENTATIVE	1.00	Officer	$0	$0	$0
KAELI OBERLIN	PEF REPRESENTATIVE	1.00	Officer	$0	$0	$0
LORNA WEST	5TH VP	2.00	Officer	$0	$0	$0
TRACY KANE	2ND VP	2.00	Officer	$0	$0	$0
ALI WELLS	2ND VP	2.00	Officer	$0	$0	$0
KALEY GAMBLE	2ND VP	2.00	Officer	$0	$0	$0
LAUREN VALLE	HISTORIAN	1.00	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	$386,248	$300,025	$335,697	$86,223
2024	$378,548	$287,753	$249,678	$90,795
2023	$420,638	$307,982	$159,091	$112,656
2022	$271,521	$268,413	$47,939	$3,108
2020	$371,732	$295,348	$87,009	$76,384
2019	$378,472	$366,654	$21,614	$11,818

PTA CA CONGRESS OF PARENTS&TEACHERS INC SILVER SPUR ELEMENTARY PTA