PTA California Congress of Parents OVERLAND AVENUE ELEMENTARY (EIN 956207692) - 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

1931

Legal Domicile

Tax Period

2018-03-01 to 2019-02-28

PTA California Congress of Parents OVERLAND AVENUE ELEMENTARY, founded in 1931, is a micro nonprofit that reported $42K in total revenue in fiscal year 2018. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $40K left a modest 6% surplus.

Mission

To work with schools and community to provide quality education for all children and youth and to participate in the decision-making process establishing school policy; to work to promote health and welfare of children and youth and seek to promote collaboration between students, parents and teachers.

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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 (2018)

Revenue Breakdown

Contributions & Grants $11,475

Program Service Revenue $16,894

Investment Income $0

Other Revenue $14,126

TOTAL REVENUE $42,495

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $-2,586

Program Expenses $40,608

Other Expenses $39,295

TOTAL EXPENSES $39,795

Year-over-Year Comparison

	2018	2017	Change
Revenue	$42,495	$55,151	-0.2%
Expenses	$39,795	$39,852	0.0%
Net Income	$2,700	$15,299	-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

N/A

Employees

N/A

Volunteers

250

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
KATHEE LIN	Vice President	10.00	Officer	$0	$0	$0
ALICIA LIOTTA	Vice President	10.00	Officer	$0	$0	$0
CATHERINE MASRAFF	Vice President	10.00	Officer	$0	$0	$0
ROSANNE FISCH	Secretary	10.00	Officer	$0	$0	$0
ROBIN SAACKS	Secretary	5.00	Officer	$0	$0	$0
CECILIA GOPEN	President	25.00	Officer	$0	$0	$0
JULIE HAHM	Treasurer	15.00	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
2019	$42,495	$39,795	$139,211	$2,700
2018	$55,151	$39,852	$140,471	$15,299

PTA California Congress of Parents OVERLAND AVENUE ELEMENTARY