PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC (EIN 956204255) - 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

1910

Legal Domicile

Principal Officer

Aaron Samuel Palmer

Phone

3232546851

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 1910, is a small nonprofit that reported $387K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

To positively impact the lives of all children and families.

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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 $110,581

Program Service Revenue $120,481

Investment Income $0

Other Revenue $155,849

TOTAL REVENUE $386,911

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $382,257

Other Expenses $388,100

TOTAL EXPENSES $388,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$386,911	$327,503	+0.2%
Expenses	$388,100	$390,281	0.0%
Net Income	$-1,189	$-62,778	-1.0%

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

673

Independent Members

N/A

Employees

N/A

Volunteers

400

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
Diana Taylor	1st Vice President	7	Director	$0	$0	$0
Nancy Lopez	3rd Vice President	7	Director	$0	$0	$0
Marie Rumsey	Historian	7	Director	$0	$0	$0
Aaron Palmer	Treasurer	7	Director	$0	$0	$0
Lisa Swift	Secretary	7	Director	$0	$0	$0
Sarah Brandes	Parliamentarian	7	Director	$0	$0	$0
Christina Palmer Thomas	2nd Vice President	7	Director	$0	$0	$0
Shannon LeBlanc	President	7	Director	$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	$386,911	$388,100	$234,517	$-1,189
2024	$327,503	$390,281	$118,518	$-62,778
2024	$445,941	$390,281	$238,430	$55,660

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC