PTA CA Congress of PT&S Inc (EIN 956204899) - 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

1951

Legal Domicile

Phone

8187876751

Tax Period

2024-07-01 to 2025-06-30

PTA CA Congress of PT&S Inc, founded in 1951, is a small nonprofit that reported $287K in total revenue in fiscal year 2024. Expenses of $334K exceeded revenue, resulting in a 16% operating deficit.

Mission

The mission of the Kester Avenue Elementary PTA is to raise funds that support enrichment programs, educational events, and essential resources for our students and teachers. Through collaboration, volunteerism, and community engagement, we aim to provide opportunities that inspire academic excellence, personal growth, and a lifelong love of learning.

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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 $8,970

Program Service Revenue $0

Investment Income $0

Other Revenue $277,809

TOTAL REVENUE $286,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $321,782

Other Expenses $333,865

TOTAL EXPENSES $333,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,779	$284,429	+0.0%
Expenses	$333,865	$219,525	+0.5%
Net Income	$-47,086	$64,904	-1.7%

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

441

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
Ellen Thordarson	Vice President	10.00	Officer	$0	$0	$0
Natalie Strauss	President	10.00	Officer	$0	$0	$0
Seema Mody	Treasurer	10.00	Officer	$0	$0	$0
Emily Link	Secretary	10.00	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
2025	$286,779	$333,865	$370,915	$-47,086
2024	$284,429	$219,525	$418,000	$64,904
2023	$275,656	$268,434	$353,095	$7,222
2022	$312,359	$218,345	$345,873	$94,014
2020	$208,249	$200,932	$262,004	$7,317
2019	$278,227	$259,277	$254,687	$18,950

PTA CA Congress of PT&S Inc