KL Carver Parent-Teacher Association of San Marino California

EIN: 956204910 501(c)(3)

San Marino, CA

Total Revenue
$693,683
Total Expenses
$700,759
Total Assets
$587,946
Net Assets
$280,691
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1954
Legal Domicile
CA
Phone
6262997080
Tax Period
2024-07-01 to 2025-06-30

KL Carver Parent-Teacher Association of San Marino California, founded in 1954, is a small nonprofit that reported $694K in total revenue in fiscal year 2024. Revenue surged 75% from the prior year, signaling strong growth momentum.

Mission

The purpose of this PTA organization is to provide a liaison between the parents of the children attending the school and the teaching and administrative staff. Funds are also made available from various fundraising activities and parents' donations for special purposes that support the teaching program in the areas of art and music, curriculum support for academic programs, purchase additional technology equipment, library supplies, PE equipment and beautification of the school campus. During the year there were 638 students including preschool students, 25 classroom teachers and 9802 volunteer hours were committed.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $266,479
Program Service Revenue $59,779
Investment Income $27
Other Revenue $367,398
TOTAL REVENUE $693,683

Expense Breakdown

Grants Paid $385,859
Salaries & Benefits $0
Fundraising Expenses $93,875
Program Expenses $599,501
Other Expenses $314,900
TOTAL EXPENSES $700,759

Year-over-Year Comparison

2024 2023 Change
Revenue $693,683 $397,228 +0.7%
Expenses $700,759 $392,432 +0.8%
Net Income $-7,076 $4,796 -2.5%
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

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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
18
Employees
N/A
Volunteers
200

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
5
$0
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Annie Tang President 40.00
Officer Director
$0 $0 $0
Sthefany Soenarso Exec. VP 30.00
Officer Director
$0 $0 $0
Cathy Newton Ways&Means Chr 30.00
Director
$0 $0 $0
Joyce Yung Pro&Cal Chair 20.00
Director
$0 $0 $0
Jody Cheng Memb Chair 5.00
Director
$0 $0 $0
Ashley Littlefield Parent BusChair 20.00
Director
$0 $0 $0
Megan Louie Parent CreChair 20.00
Director
$0 $0 $0
Chomphu Chunganuwad Carn Bus Chair 20.00
Director
$0 $0 $0
Jessie Lee Carn Crea Chair 20.00
Director
$0 $0 $0
Michelle Woywitka-Rossall AnFun Bus Chair 15.00
Director
$0 $0 $0
Rachel Knies AnFun Crea Chai 15.00
Director
$0 $0 $0
Hanna Kim Rec Secretary 5.00
Director
$0 $0 $0
Marytza Reyes Cor Secretary 3.00
Officer Director
$0 $0 $0
Catherine Yu Treasurer 15.00
Officer Director
$0 $0 $0
Esther Yao Fin Secretary 3.00
Officer Director
$0 $0 $0
Patrick Ho Financial Rev 1.00
Director
$0 $0 $0
Jenny Mao Historian 2.00
Director
$0 $0 $0
Belinda Hwang Parliamentarian 5.00
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 $693,683 $700,759 $587,946 $-7,076
2024 $397,228 $392,432 $458,701 $4,796
2023 $328,337 $330,743 $542,068 $-2,406
2022 $308,515 $249,566 $506,263 $58,949
2021 $204,190 $66,334 $311,211 $137,856
2020 $162,833 $155,170 $232,050 $7,663
2019 $320,502 $325,168 $413,415 $-4,666
2018 $379,431 $358,273 $424,271 $21,158
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