Addison Elementary School PTA

Nonprofit profile at a glance

EIN
946171181
IRS 990-EZ coverage
2014–2024
Forms available
Form 990 2020, Form 990-EZ 2024
Location
Palo Alto, CA, USA
Phone
6503225935
Rating
91
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$114,984
Expenses
$108,999
Assets
$61,767
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Nik Ajagu (Co President)
  • Lauren Varma (Co President)

People named in this filing

  • Nik Ajagu (Co President)
  • Rachel White Vanessa Minihan (VP Fundraising & Events)
  • Brad White (VP Outreach & Membership)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support the students, staff, parents

What it reported doing in 2024

The PTA funds community events, science programs, year book and other programs

Operating model

Revenue model
Donor-supported. 67% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 100
  • Sustainability: 51
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90%; rating input score 90
  • Program expense ratio: 95%; rating input score 95

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 5.2%; rating input score 48; 48th percentile among comparable filings
  • Total-asset coverage ratio: 0.57; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 0.1% per year; rating input score 100; 30th percentile among comparable filings
  • Revenue growth: -4.9% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: -5.8% per year; rating input score 0; 15th percentile among comparable filings

Details

  • Where the money goes: 90% of revenue deployed · 95% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $104K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 6 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 48/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.