PTA CALIFORNIA CONGRESS OF PARENTS… - 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

2011

Legal Domicile

Principal Officer

JENNIFER MORROW

Phone

8182316897

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS MIRA COSTA HIGH SCHOOL, founded in 2011, is a small nonprofit that reported $270K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $52K, a strong 19% operating margin.

Mission

TEACHER AND CLASSROOM EQUIPMENT, STUDENT AWARDS, PARENT AND FAMILY EDUCATION, STUDENT SUPPLIES, GRAD NITE, COLLEGE FAIR, ETC.

Program Service Accomplishments

Program 1

Expenses: $209,780

TEACHER AND CLASSROOM EQUIPMENT, STUDENT AWARDS, PARENT AND FAMILY EDUCATION, STUDENT SUPPLIES AND SCHOLARSHIPS, COLLEGE & CAREER CENTER, ETC.

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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 $243,383

Program Service Revenue $0

Investment Income $6,765

Other Revenue $19,477

TOTAL REVENUE $269,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $209,780

Other Expenses $217,142

TOTAL EXPENSES $217,142

Year-over-Year Comparison

	2024	2023	Change
Revenue	$269,625	$244,751	+0.1%
Expenses	$217,142	$222,068	0.0%
Net Income	$52,483	$22,683	+1.3%

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

350

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
CAROLYN MUKAI	President	10.00	Officer Director	$0	$0	$0
NICOLE SHEPLEY	VP	10.00	Officer Director	$0	$0	$0
MONIQUE VRANESH	VP	10.00	Officer Director	$0	$0	$0
HEATHER DE ROOS	VP	10.00	Officer Director	$0	$0	$0
MELISSA SPIEGEL	VP	10.00	Officer Director	$0	$0	$0
AMY BINDLER	VP	10.00	Officer Director	$0	$0	$0
PENNIE STEPCZYK	EVP	10.00	Officer Director	$0	$0	$0
PATRICE RADDEN	VP	10.00	Officer Director	$0	$0	$0
MELISSA OVERHOLT	VP	10.00	Officer Director	$0	$0	$0
LORELEI CHAO	Treasurer	10.00	Officer Director	$0	$0	$0
JENNIFER MORROW	Treasurer	10.00	Officer Director	$0	$0	$0
STACY MYROSE	Auditor	10.00	Director	$0	$0	$0
ANDREA BARKER	FACILITIES CHAI	10.00	Director	$0	$0	$0
LYNN HONDA	VP	10.00	Officer Director	$0	$0	$0
KATHLEEN PARALUSZ	LEGISLATIVE REP	10.00	Director	$0	$0	$0
SUMMER SHEETS	VP	10.00	Officer Director	$0	$0	$0
HEIDI THOMPSON	VP MEMBERTSHIP	10.00	Officer Director	$0	$0	$0
AMY PEARCE	RECORDING SEC	10.00	Officer Director	$0	$0	$0
KATHERINE O'CONNOR	VP FUND RAISING	10.00	Officer Director	$0	$0	$0
KELLY GORDON	Parliamentarian	10.00	Director	$0	$0	$0
ANGIE SMITH	VP PROGRAMS	10.00	Officer Director	$0	$0	$0
SUSAN URQUHART	FINANCIAL TREAS	10.00	Officer Director	$0	$0	$0
RACHEL DISSER	MBEF	10.00	Director	$0	$0	$0
DR JENNIFER HUYNH	PRINCIPAL	40.00	Director	$0	$0	$0
HEATHER INTERIAN	MBX LIAISON	5.00	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
2025	$269,625	$217,142	$317,221	$52,483
2024	$244,751	$222,068	$264,738	$22,683
2023	$251,802	$223,669	$242,055	$28,133
2022	$181,168	$218,274	$213,922	$-37,106
2021	$149,429	$135,423	$251,028	$14,006
2020	$223,958	$172,842	$237,022	$51,116
2019	$235,981	$192,662	$185,906	$43,319

PTA CALIFORNIA CONGRESS OF PARENTS MIRA COSTA HIGH SCHOOL