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

2012

Legal Domicile

Phone

8189868420

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS LANAI ROAD SCHOOL, founded in 2012, is a micro nonprofit that reported $77K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $115K exceeded revenue, resulting in a 48% operating deficit.

Mission

THE ORGANIZATION ACTS AS A SUPPORT AND FACILITY MAINTENANCE PROGRAM FOR LANAI ROAD ELEMENTARY SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $13,812

LANAI ROAD ELEMENTARY SCHOOL CULMINATION PROGRAM

Program 2

Expenses: $12,935

LANAI ROAD ELEMENTARY SCHOOL TEACHER DISCRETIONARY FUND

Program 3

Expenses: $10,781

LANAI ROAD ELEMENTARY SCHOOL BEAUTIFICATION PROGRAM

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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 $77,179

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $77,179

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $114,554

Other Expenses $114,554

TOTAL EXPENSES $114,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$77,179	$87,989	-0.1%
Expenses	$114,554	$72,277	+0.6%
Net Income	$-37,375	$15,712	-3.4%

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
SARAH BLITZ	SECRETARY	20.00	Officer	$0	$0	$0
JULIE KOTLER	PRESIDENT	20.00	Officer	$0	$0	$0
MICELLE ARBIT	TREASURER	20.00	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	$77,179	$114,554	$12,754	$-37,375
2024	$87,989	$72,277	$48,705	$15,712
2023	$82,016	$71,401	$32,336	$10,615
2022	$63,649	$60,709	$19,220	$2,940
2021	$50,060	$45,913	$14,986	$4,147
2020	$95,460	$112,262	$9,260	$-16,802
2019	$90,785	$74,800	$26,062	$15,985
2018	$79,608	$91,321	$10,077	$-11,713

PTA CALIFORNIA CONGRESS OF PARENTS LANAI ROAD SCHOOL