PTA California Congress of Parents… - Form 990 Financial Data

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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

1935

Legal Domicile

Principal Officer

Dena Macris

Phone

3102882151

Tax Period

2024-07-01 to 2025-06-30

PTA California Congress of Parents 2838 Horace Mann School, founded in 1935, is a small nonprofit that reported $182K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $55K, a strong 30% operating margin.

Mission

PTA for the benefit and welfare of all Horace Mann students.

Program Service Accomplishments

Program 1

Expenses: $61,651

Student Enrichment Programs that include direct classroom support

Program 2

Expenses: $30,017

Community Engagement

Program 3

Expenses: $24,715

Assemblies, Presentations and Student Activities

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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 $134,356

Program Service Revenue $4,522

Investment Income $0

Other Revenue $43,013

TOTAL REVENUE $181,891

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,682

Other Expenses $121,934

TOTAL EXPENSES $126,934

Year-over-Year Comparison

	2024	2023	Change
Revenue	$181,891	$197,367	-0.1%
Expenses	$126,934	$122,169	+0.0%
Net Income	$54,957	$75,198	-0.3%

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
Aaron Anshin	President	20.00	Officer	$0	$0	$0
Cindy Waterman	Vice President	10.00	Officer	$0	$0	$0
Gil Bar Zion	Treasurer	20.00	Officer	$0	$0	$0
Dena Macris	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	$181,891	$126,934	$294,699	$54,957
2024	No data	No data	No data	No data
2023	$207,030	$193,817	$175,371	$13,213

PTA California Congress of Parents 2838 Horace Mann School