PTA CALIFORNIA CONGRESS OF PARENTS PALM CREST ELEMENTARY SCHOOL (EIN 954134291) - 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

1988

Legal Domicile

Principal Officer

KRISTY SMITH

Phone

8189528360

Tax Period

2019-07-01 to 2020-06-30

PTA CALIFORNIA CONGRESS OF PARENTS PALM CREST ELEMENTARY SCHOOL, founded in 1988, is a small nonprofit that reported $174K in total revenue in fiscal year 2019. Expenses of $148K left a modest 15% surplus.

Mission

EDUCATION ENRICHMENT - PUBLIC SCHOOL

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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 (2019)

Revenue Breakdown

Contributions & Grants $41,954

Program Service Revenue $61,339

Investment Income $62

Other Revenue $70,561

TOTAL REVENUE $173,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,260

Other Expenses $148,197

TOTAL EXPENSES $148,197

Year-over-Year Comparison

	2019	2018	Change
Revenue	$173,916	$171,280	+0.0%
Expenses	$148,197	$171,071	-0.1%
Net Income	$25,719	$209	+122.1%

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

314

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
CAROLINE ANDERSON	PRESIDENT	3.00	Officer	$0	$0	$0
JAMIE ABRAHAMIAN	EXECUTIVE VP	1.00	Officer	$0	$0	$0
JOYCE MAYNE	CO-1ST VP - PROGRAMS	1.00	Officer	$0	$0	$0
TERRIE BYRNES	2ND VP - WAYS & MEANS	1.00	Officer	$0	$0	$0
LAURA ABRAMIAN	3RD VP - COMMUNICATIONS	1.00	Officer	$0	$0	$0
CONNIE MILLAR	4TH VP - MEMBERSHIP	1.00	Officer	$0	$0	$0
JENNIFER WOLPERT	5TH VP - VOLUNTEERS	1.00	Officer	$0	$0	$0
SHARON ANDERSON	6TH VP - OUTREACH	1.00	Officer	$0	$0	$0
KRISTY SMITH	TREASURER	1.00	Officer	$0	$0	$0
MEGAN BROBERG	FINANCIAL SECRETARY	1.00	Officer	$0	$0	$0
EMILY DIPETRILLO	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
LESLIE MEIS	CORRESPONDING SECRETARY	1.00	Officer	$0	$0	$0
DAN SERNETT	AUDITOR	1.00	Officer	$0	$0	$0
VANESSA TERZIAN	HISTORIAN	1.00	Officer	$0	$0	$0
DEDE COOK	PARLIAMENTARIAN	1.00	Officer	$0	$0	$0
RACHEL STANLEY	CO-1ST VP - PROGRAMS	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
2020	$173,916	$148,197	$116,828	$25,719

PTA CALIFORNIA CONGRESS OF PARENTS PALM CREST ELEMENTARY SCHOOL