PTA CALIFORNIA CONGRESS OF PARENTS JUAN CABRILLO ELEMENTARY PTA (EIN 956204933) - 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

Phone

3104570360

Tax Period

2018-07-01 to 2019-06-30

PTA CALIFORNIA CONGRESS OF PARENTS JUAN CABRILLO ELEMENTARY PTA is a micro nonprofit that reported $60K in total revenue in fiscal year 2018. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $132K exceeded revenue, resulting in a 120% operating deficit.

Mission

Enhancing the educational experience of school children. PROVIDING SCHOOL SUPPORT, INCLUDING SUPPORTING SCIENCE AND MUSIC PROGRAMS, FUNDING COMPUTER SUPPLIES, SUPPORTING CONTINUING EDUCATION FOR TEACHERS, SUPPORTING CLASSROOM EDUCATION, AND PROVIDING EDUCATIONAL SUPPLIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $40,612

Investment Income $20

Other Revenue $19,346

TOTAL REVENUE $59,978

Expense Breakdown

Grants Paid $1,504

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,181

Other Expenses $130,309

TOTAL EXPENSES $131,813

Year-over-Year Comparison

	2018	2017	Change
Revenue	$59,978	$129,635	-0.5%
Expenses	$131,813	$130,727	+0.0%
Net Income	$-71,835	$-1,092	+64.8%

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

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
LESLEY BUDACZ	President	10.00	Officer Director	$0	$0	$0
MARGARET FRANCO	Vice President	10.00	Officer Director	$0	$0	$0
LARRY GIVERTZ	FINANCIAL SECR.	10.00	Officer Director	$0	$0	$0
PAMELA LOMBARDIA	Secretary	10.00	Officer Director	$0	$0	$0
KELLY KINCAID	Treasurer	10.00	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
2019	$59,978	$131,813	No data	$-71,835
2018	$129,635	$130,727	$71,835	$-1,092

PTA CALIFORNIA CONGRESS OF PARENTS JUAN CABRILLO ELEMENTARY PTA