PTA CALIFORNIA CONGRESS OF PARENTS Adams Elementary PTA (EIN 956204041) - 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

2021

Legal Domicile

Principal Officer

Patsy Price

Phone

8053198481

Tax Period

2023-07-01 to 2024-06-30

PTA CALIFORNIA CONGRESS OF PARENTS Adams Elementary PTA, founded in 2021, is a small nonprofit that reported $158K in total revenue in fiscal year 2023. Expenses of $150K left a modest 5% surplus.

Mission

To provide a better learning environment for all children, teachers, and staff through advocacy, leadership, communication, and by providing funds where needed.

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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 (2023)

Revenue Breakdown

Contributions & Grants $92,339

Program Service Revenue $36,824

Investment Income $0

Other Revenue $28,777

TOTAL REVENUE $157,940

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,065

Other Expenses $150,334

TOTAL EXPENSES $150,334

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,940	N/A	N/A
Expenses	$150,334	N/A	N/A
Net Income	$7,606	N/A	N/A

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

N/A

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
Kelly Fresch Principal	Director	1.00	Director	$0	$0	$0
Patsy Price	President	10.00	Officer	$0	$0	$0
Danielle Reed	Treasurer	5.00	Officer	$0	$0	$0
Christen Foeil	Secretary	1.00	Officer	$0	$0	$0
Steve Harding Financial Sec	Secretary	2.00	Officer	$0	$0	$0
Amanda Rios	Vice President	5.00	Officer	$0	$0	$0
Bibigol Moezzi	Director	1.00	Officer	$0	$0	$0
Meredith Kronja	Vice President	1.00	Officer	$0	$0	$0
Maria Cabrera	Vice President	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
2024	$157,940	$150,334	$192,152	$7,606
2019	$164,329	$148,413	$121,588	$15,916

PTA CALIFORNIA CONGRESS OF PARENTS Adams Elementary PTA