PTA CALIFORNIA CONGRESS OF PARENTS GRANDVIEW SCHOOL (EIN 956204597) - 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

2013

Legal Domicile

Principal Officer

CHRISTINA COLE

Phone

3105468022

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS GRANDVIEW SCHOOL, founded in 2013, is a small nonprofit that reported $345K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $399K exceeded revenue, resulting in a 15% operating deficit.

Mission

PROMOTE THE WELFARE AND EDUCATION OF CHILDREN

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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 $251,326

Program Service Revenue $29,014

Investment Income $0

Other Revenue $65,105

TOTAL REVENUE $345,445

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $384,225

Other Expenses $397,666

TOTAL EXPENSES $398,666

Year-over-Year Comparison

	2024	2023	Change
Revenue	$345,445	$308,200	+0.1%
Expenses	$398,666	$248,822	+0.6%
Net Income	$-53,221	$59,378	-1.9%

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 CRAM	ADVISORY	5.00	Director	$0	$0	$0
TIFFANY QUICK	CO PRESIDENT	5.00	Officer Director	$0	$0	$0
ERICA BUXTON	Secretary	5.00	Officer Director	$0	$0	$0
INGRID GREENE	VP COMMUNICATIO	5.00	Officer Director	$0	$0	$0
LAUREN HATHWAY	Secretary	5.00	Officer Director	$0	$0	$0
LINDA QUEK-KIRTON	VP PROGRAMS	5.00	Officer Director	$0	$0	$0
CHRISTINA COLE	Treasurer	5.00	Officer Director	$0	$0	$0
CRISA CASTRO-NAOE	VP MEMBERSHIP	5.00	Officer Director	$0	$0	$0
JEN REISS	ROOM PARENT	5.00	Director	$0	$0	$0
PAIGE ROOT	PARLIAMENTARIAN	5.00	Director	$0	$0	$0
STEPHANIE STEWART	VP MEMBERSHIP	5.00	Officer Director	$0	$0	$0
KATHRYN WITHYCOMBE	VP Programs	5.00	Officer Director	$0	$0	$0
ANKUR BATHEJA	ADVISORY	5.00	Director	$0	$0	$0
CHASE CAIRNCROSS	VP MBEF	5.00	Officer Director	$0	$0	$0
LINDSAY NEWBY-SNODE	VP Fundraising	5.00	Officer Director	$0	$0	$0
LISA HVOLBOLL	VP PURCHASING	5.00	Director	$0	$0	$0
TAMANY BENTZ	VP MBEF	5.00	Officer Director	$0	$0	$0
WIMBERLY MEYER	VP FUNDRAISING	5.00	Officer Director	$0	$0	$0
LIZ HALLINAN	VP COMMUNICATIO	5.00	Officer Director	$0	$0	$0
EMILIE SCHROEDER	VP VOLUNTEERS	5.00	Officer Director	$0	$0	$0
HEATHER DALLAS	VP ADVOCACY	5.00	Officer Director	$0	$0	$0
VANESSA SULLIVAN	CO PRESIDENT	5.00	Officer Director	$0	$0	$0
LAUREN ACCORDINO	VP GV CARES	5.00	Officer 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	$345,445	$398,666	$252,977	$-53,221
2024	$308,200	$248,822	$306,198	$59,378
2023	$304,918	$350,713	$246,820	$-45,795
2022	$215,462	$230,535	$293,371	$-15,073
2021	$138,030	$95,899	$307,688	$42,131
2020	$343,994	$290,802	$265,557	$53,192
2019	$384,533	$339,652	$212,365	$44,881

PTA CALIFORNIA CONGRESS OF PARENTS GRANDVIEW SCHOOL