PTA CALIFORNIA CONGRESS OF PARENTS RIVIERA ELEMENTARY PTA (EIN 956206992) - 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

Formation Year

1943

Legal Domicile

Phone

3105334460

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS RIVIERA ELEMENTARY PTA, founded in 1943, is a small nonprofit that reported $311K in total revenue in fiscal year 2024.

Mission

A NON-PROFIT PARENT TEACHER ORGANIZATION TO SUPPORT EDUCATIONAL OPPORTUNITIES AT RIVIERA ELEMENTARY SCHOOL, IN TORRANCE, CA.

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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 $284,468

Program Service Revenue $25,561

Investment Income $780

Other Revenue $0

TOTAL REVENUE $310,809

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $298,200

Other Expenses $305,941

TOTAL EXPENSES $305,941

Year-over-Year Comparison

	2024	2023	Change
Revenue	$310,809	$295,097	+0.1%
Expenses	$305,941	$274,616	+0.1%
Net Income	$4,868	$20,481	-0.8%

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

100

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
KELLYN JEZIERKSI	Director	10.00	Director	$0	$0	$0
MEGAN CHANDLER	President	10.00	Officer	$0	$0	$0
KATIE BENGERNO	Vice President	10.00	Officer	$0	$0	$0
ALLISON TANAKA	Vice President	10.00	Officer	$0	$0	$0
HEIDI DUNCAN	Vice President	10.00	Officer	$0	$0	$0
STACI RESNICK	Vice President	10.00	Officer	$0	$0	$0
RACHEL MCCLURG	Vice President	10.00	Officer	$0	$0	$0
ELLIE BRISBIN	Vice President	10.00	Officer	$0	$0	$0
SARINA HENLEY	Vice President	10.00	Officer	$0	$0	$0
MISSY WILLIAMS	Secretary	10.00	Officer	$0	$0	$0
SARA MCKOWN	Treasurer	10.00	Officer	$0	$0	$0
JEFF LOVE	Director	10.00	Officer	$0	$0	$0
MISCHA MORISHITA	Director	10.00	Officer	$0	$0	$0
TINA JORDAN	Director	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	$310,809	$305,941	$107,313	$4,868
2024	$295,097	$274,616	$102,445	$20,481
2023	$273,445	$234,460	$80,575	$38,985
2022	$226,619	$345,552	$40,863	$-118,933
2021	$129,865	$85,313	$161,924	$44,552
2020	$201,435	$141,723	$115,520	$59,712
2019	$261,128	$279,979	$55,485	$-18,851

PTA CALIFORNIA CONGRESS OF PARENTS RIVIERA ELEMENTARY PTA