PTA CALIFORNIA CONGRESS OF PARENTS JAMES FOSTER ELEMENTARY (EIN 954243692) - 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

1990

Legal Domicile

Principal Officer

Jen Bird

Phone

8184160244

Tax Period

2019-07-01 to 2020-06-30

PTA CALIFORNIA CONGRESS OF PARENTS JAMES FOSTER ELEMENTARY, founded in 1990, is a small nonprofit that reported $138K in total revenue in fiscal year 2019. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $43K, a strong 31% operating margin.

Mission

The Mission of the James Foster Elementary PTA is to support the elementary school in its educational efforts with contributions for educational supplies, and specialty instruction, and to enhance the school's positive social potential by organizing and promoting parent teacher relations, extracurricular learning exposure in the form of field trips, book fairs, disaster preparedness lectures, educational camps, and mixed adult and youth social gatherings.

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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 $17,804

Program Service Revenue $116,171

Investment Income $0

Other Revenue $3,660

TOTAL REVENUE $137,635

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,231

Other Expenses $94,992

TOTAL EXPENSES $94,992

Year-over-Year Comparison

	2019	2018	Change
Revenue	$137,635	$125,701	+0.1%
Expenses	$94,992	$127,015	-0.3%
Net Income	$42,643	$-1,314	-33.5%

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
Jen Bird	President	15.00	Officer	$0	$0	$0
Christi Olsen	Vice Pres.	15.00	Officer	$0	$0	$0
Jenna Weaker	Secretary	15.00	Officer	$0	$0	$0
Jelene Giberson	Treasurer	15.00	Officer	$0	$0	$0
Kelly Bolan	Financial Secr	15.00	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	$137,635	$94,992	$59,931	$42,643
2019	$125,701	$127,015	$17,288	$-1,314

PTA CALIFORNIA CONGRESS OF PARENTS JAMES FOSTER ELEMENTARY