PTA CALIFORNIA CONGRESS OF PARENTS MONTEREY HILLS (EIN 956208429) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

TORI KJER

Phone

6264415860

Tax Period

2024-07-01 to 2025-06-30

PTA CALIFORNIA CONGRESS OF PARENTS MONTEREY HILLS, founded in 2012, is a small nonprofit that reported $117K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 27% operating margin.

Mission

THE EDUCATIONAL ENVIRONMENT WAS ENHANCED FOR THE TEACHERS, STUDENTS AND STAFF OF THE MONETEREY HILLS ELEMENTARY SCHOOL THROUGH THE CONTRIBUTION OF BOOKS, CLASSROOM ENRICHMENT PROGRAMS, TECHNOLOGY, SCHOOL SUPPLIES, FIELD TRIPS, CULTURAL ARTS ASSEMBLIES, ART PROGRAMS, SCIENCE FAIR.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $185,014

Program Service Revenue $1,931

Investment Income $62

Other Revenue $-69,842

TOTAL REVENUE $117,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,338

Other Expenses $85,799

TOTAL EXPENSES $85,799

Year-over-Year Comparison

	2024	2023	Change
Revenue	$117,165	$96,566	+0.2%
Expenses	$85,799	$90,291	0.0%
Net Income	$31,366	$6,275	+4.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
TAMAMI GIANFRANCESCO	PRESIDENT	21.00	Officer	$0	$0	$0
ANGELICA GARCIA	EXECUTIVE VP	3.00	Officer	$0	$0	$0
DEBORAH CLEM	1ST VP	2.00	Officer	$0	$0	$0
STEPHANIE BURCHARDT	2ND VP	1.00	Officer	$0	$0	$0
JANICE CHOW-NG	3RD VP	7.00	Officer	$0	$0	$0
FRANK WATERMAN	FINANCIAL REVIEWERAUDITOR	2.00	Officer	$0	$0	$0
GIGI GARDOCE	HISTORIAN	3.00	Officer	$0	$0	$0
RANDYN ROZSA	CORRESPONDING SECRETARY	4.00	Officer	$0	$0	$0
MARCELLE ALVARADO	RECORDING SECRETARY	2.00	Officer	$0	$0	$0
ZOE YUZNA	PARLIAMENTARIAN	2.00	Officer	$0	$0	$0
MADDIE CHU	TREASURER	6.00	Officer	$0	$0	$0
TORI KJER	FINANCIAL SCRETARY	2.00	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	$117,165	$85,799	$182,387	$31,366
2024	$96,566	$90,291	$146,161	$6,275
2023	$142,494	$115,157	$120,721	$27,337
2022	$91,939	$72,009	$90,293	$19,930

PTA CALIFORNIA CONGRESS OF PARENTS MONTEREY HILLS