PTA California Congress of Parents… - 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

1933

Legal Domicile

Principal Officer

Jenn Pedersen

Phone

3102293669

Tax Period

2022-07-01 to 2023-06-30

PTA California Congress of Parents Beverly Vista PTA, founded in 1933, is a small nonprofit that reported $158K in total revenue in fiscal year 2022. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $211K exceeded revenue, resulting in a 34% operating deficit.

Mission

PTA sponsors education/enrichment programs; safety and parent-teacher education programs; provide classroom/emergency supplies; and funds equipment acquistion for the benefit of the students at Beverly Vista School.

Program Service Accomplishments

Program 1

Expenses: $163,705 Revenue: $42,207

Education enrichment including supplemental programs in science and music with field trips.

Program 2

Expenses: $25,768

Teacher appreciation and support programs

Program 3

Expenses: $21,356

The BulldogAid Wellness Center was officially opened on November 8, 2023 to support our BulldogAid Wellness Program.The Bulldog Wellness Center is a de-stress space for students to take a 10 minute break to relax and find presence in their day. Offices within the WellnessCenter are used by counselors who, with support from our Maple Center partners, can provide students with individual and group counseling, conflict mediation, crisis response and crisis management in order for students to achieve success. Open for the use of all 750+ students, the Wellness Center can be accessed by requesting a pass from a teacher, counselor or administrator.

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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 (2022)

Revenue Breakdown

Contributions & Grants $90,248

Program Service Revenue $42,207

Investment Income $11

Other Revenue $25,090

TOTAL REVENUE $157,556

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $210,829

Other Expenses $210,829

TOTAL EXPENSES $210,829

Year-over-Year Comparison

	2022	2021	Change
Revenue	$157,556	$284,675	-0.4%
Expenses	$210,829	$328,749	-0.4%
Net Income	$-53,273	$-44,074	+0.2%

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

100

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
Jenn Pedersen	President	15.00	Officer	$0	$0	$0
Sophia Rumanes	Exec. Vice Pres	15.00	Officer	$0	$0	$0
Ralph Levy	Treasurer	15.00	Officer	$0	$0	$0
Shirin Lavi	Recording Sec.	5.00	Officer	$0	$0	$0
Allyson Amidon	Financial Sec.	5.00	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
2023	$157,556	$210,829	$161,211	$-53,273
2022	$284,675	$328,749	$214,484	$-44,074
2020	$537,573	$397,712	$300,012	$139,861
2019	$333,075	$447,465	$123,714	$-114,390

PTA California Congress of Parents Beverly Vista PTA