PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC

EIN: 956207221 501(c)(3)

CRESTLINE, CA

Total Revenue
$67,711
Total Expenses
$67,123
Total Assets
$37,320
Net Assets
$37,320
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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
CA
Principal Officer
AUBRIANA AMOS
Phone
7148695312
Tax Period
2023-07-01 to 2024-06-30

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC, founded in 2012, is a micro nonprofit that reported $68K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum.

Mission

TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES BY REPRESENTING OUR MEMEBERS AND EMPOWERING AND SUPPORTING THEM WITH SKILLS IN ADVOCACY, LEADERSHIP, AND COMMUNICATION.

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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 $265
Program Service Revenue $67,431
Investment Income $15
Other Revenue $0
TOTAL REVENUE $67,711

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $60,760
Other Expenses $67,123
TOTAL EXPENSES $67,123

Year-over-Year Comparison

2023 2022 Change
Revenue $67,711 $42,635 +0.6%
Expenses $67,123 $28,210 +1.4%
Net Income $588 $14,425 -1.0%
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
5
Independent Members
5
Employees
N/A
Volunteers
36

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
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AUBRIANA AMOS President 2.00
Officer Director
$0 $0 $0
JENNIFER MCCLURG Secretary 2.00
Officer Director
$0 $0 $0
KIM SHEFTS Treasurer 2.00
Officer Director
$0 $0 $0
KRISTEN MCGREGOR Historian 2.00
Director
$0 $0 $0
STEPHANIE WURTZ VP of Programs 2.00
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
2024 $67,711 $67,123 $37,320 $588
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