PTA CA Congress of PTS Valley View Valley View PTA

EIN: 956206655 501(c)(3)

Los Angeles, CA

Total Revenue
$53,811
Total Expenses
$99,245
Total Assets
$86,162
Net Assets
N/A
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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

Legal Domicile
CA
Principal Officer
CHARLOTTE GERULL
Phone
3238510020
Tax Period
2023-07-01 to 2024-06-30

PTA CA Congress of PTS Valley View Valley View PTA is a micro nonprofit that reported $54K in total revenue in fiscal year 2023. Expenses of $99K exceeded revenue, resulting in a 84% operating deficit.

Mission

To enrich our students by helping to provide academic arts programs field trips and school staff support

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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 (2023)

Revenue Breakdown

Contributions & Grants $53,811
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $53,811

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $5,333
Other Expenses $99,245
TOTAL EXPENSES $99,245

Year-over-Year Comparison

2023 2022 Change
Revenue $53,811 N/A N/A
Expenses $99,245 N/A N/A
Net Income $-45,434 N/A N/A
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

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Governance

Voting Members
N/A
Independent Members
N/A
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JESSICA ORMANDY Vice President N/A
Officer
$0 $0 $0
JON DIETRICH Treasurer 5.000
Officer
$0 $0 $0
KARLI HALL Secretary 5.000
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
2024 $53,811 $99,245 $86,162 $-45,434
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