PTA CALIF CONGRESS - VIEJA VALLEY … - 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

1961

Legal Domicile

Principal Officer

COLBY SELLMAN HODOSY

Phone

8056924958

Tax Period

2023-07-01 to 2024-06-30

PTA CALIF CONGRESS - VIEJA VALLEY SCHOOL, founded in 1961, is a small nonprofit that reported $258K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 23% operating margin.

Mission

TO PROMOTE CHILDREN'S WELFARE BY FUNDING SPECIALIST PROGRAMS IN ART, MUSIC, COMPUTER LAB, SCIENCE LAB, COUNSELING, AND PHYSICAL EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $175,367 Revenue: $3,230

SUPPORT FOR SCHOOL PROGRAMS INCLUDING ART, MUSIC, P.E., COMPUTER TRAINING, AFTER SCHOOL CULTURAL ARTS PROGRAMS, COUNSELING, ASSEMBLIES, AND MORE. THESE PROGRAMS BENEFIT THE APPROXIMATELY 350 STUDENTS...

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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 (2023)

Revenue Breakdown

Contributions & Grants $146,807

Program Service Revenue $3,230

Investment Income $9,348

Other Revenue $98,708

TOTAL REVENUE $258,093

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $10,681

Program Expenses $175,367

Other Expenses $199,817

TOTAL EXPENSES $199,817

Year-over-Year Comparison

	2023	2022	Change
Revenue	$258,093	$207,359	+0.2%
Expenses	$199,817	$181,051	+0.1%
Net Income	$58,276	$26,308	+1.2%

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
CHRIS DONATI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
COLBY SELLMAN	TREASURER	1.00	Officer Director	$0	$0	$0
TARYN O'FLAHERTY	PRESIDENT	3.00	Officer Director	$0	$0	$0
NATHAN ZIV	VP HOPE DISTRICT LIAISON	1.00	Officer Director	$0	$0	$0
CAROL SCHUSTER	VP FUNDRAISING	2.00	Officer Director	$0	$0	$0
RENEE DEPACO	HISTORIAN	2.00	Officer Director	$0	$0	$0
MARA MORRISON	FINANCIAL SECRETARY	2.00	Officer Director	$0	$0	$0
PAUL HENNIG	SECRETARY	1.00	Officer Director	$0	$0	$0
MIA SOPER	PARLIAMENTARIAN	1.00	Officer Director	$0	$0	$0
RANAE HAUSE	VP FUNDRAISING	2.00	Officer Director	$0	$0	$0
LAUREN ANDREWS	VP FUN EVENTS/PROGRAMS	2.00	Officer Director	$0	$0	$0
JESSICA MCLERNON	VP OPERATIONS	2.00	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
2025	No data	No data	No data	No data
2024	$258,093	$199,817	$293,566	$58,276
2023	$207,359	$181,051	$235,290	$26,308
2022	$198,829	$128,402	$208,982	$70,427
2021	$75,052	$22,934	$138,555	$52,118
2020	$153,320	$244,888	$86,437	$-91,568
2019	$214,981	$186,325	$178,005	$28,656

PTA CALIF CONGRESS - VIEJA VALLEY SCHOOL