PTA CALIFORNIA MB MIDDLE SCHOOL MANHATTAN BEACH MIDDLE SCHOOL PTA (EIN 956207059) - 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

2011

Legal Domicile

Principal Officer

JENNIFER LAWS

Phone

2487037222

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA MB MIDDLE SCHOOL MANHATTAN BEACH MIDDLE SCHOOL PTA, founded in 2011, is a small nonprofit that reported $321K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

PROMOTING THE WELFARE OF THE STUDENTS IN OUR SCHOOL,ENCOURAGING CLOSER RELATIONS BETWEEN PARENTS, STUDENTS AND SCHOOL

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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 $182,837

Program Service Revenue $30,254

Investment Income $0

Other Revenue $108,246

TOTAL REVENUE $321,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $285,391

Other Expenses $339,945

TOTAL EXPENSES $339,945

Year-over-Year Comparison

	2024	2023	Change
Revenue	$321,337	$289,733	+0.1%
Expenses	$339,945	$274,542	+0.2%
Net Income	$-18,608	$15,191	-2.2%

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

472

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
PATRICIA DOUMENG	President	15.00	Officer Director	$0	$0	$0
KELLY GORDON	VP COMMUNICATIO	5.00	Officer Director	$0	$0	$0
KRISTI HORSTMAN	Recording Secre	5.00	Officer Director	$0	$0	$0
Mark Mottern	Treasurer	15.00	Officer Director	$0	$0	$0
JESSICA VANZURA	LEGISLATIVE REP	5.00	Director	$0	$0	$0
CATHERINE SCHNEIDER	VP Programs	5.00	Officer Director	$0	$0	$0
DANA LUPTON	VP FUND RAISING	5.00	Officer Director	$0	$0	$0
ERIN COPPOLA	EVP	5.00	Officer Director	$0	$0	$0
TISH ANDERSON	VP PROGRAMS	5.00	Officer Director	$0	$0	$0
JENNIFER YEE	VP MEMBERSHIP	5.00	Officer Director	$0	$0	$0
TORY SHAUGHNESSY	VP MEMBERSHIP	5.00	Officer Director	$0	$0	$0
JENNIFER GALE	VP VOLUNTEERS	5.00	Officer Director	$0	$0	$0
YEE-LAN CHIANG	SEL	5.00	Director	$0	$0	$0
ANDREA BARKER	Operation Chair	5.00	Director	$0	$0	$0
NATHALIE ROSEN	VP FUND RAISING	5.00	Officer Director	$0	$0	$0
TRACY LEWIS	Auditor	5.00	Director	$0	$0	$0
PAYAL KACHALIA	Financial Sec	5.00	Officer Director	$0	$0	$0
LARA BENDER	PARLIAMENTARIAN	5.00	Director	$0	$0	$0
MICHELE GRAELER	MBEF LIAISON	5.00	Director	$0	$0	$0
KATE PENNINO	MBEF LIAISON	5.00	Director	$0	$0	$0
JENNIFER LAWS	Check Disbursem	5.00	Director	$0	$0	$0
MONIQUE ATKINS	SEL	5.00	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	$321,337	$339,945	$290,576	$-18,608
2024	$289,733	$274,542	$309,184	$15,191
2023	$322,099	$252,989	$293,993	$69,110
2022	$171,571	$229,807	$224,883	$-58,236
2021	$140,515	$257,303	$283,119	$-116,788
2020	$354,469	$290,969	$399,907	$63,500
2019	$388,350	$362,809	$336,407	$25,541

PTA CALIFORNIA MB MIDDLE SCHOOL MANHATTAN BEACH MIDDLE SCHOOL PTA