Bay Area Parent Leadership Action Network PLAN
Nonprofit profile at a glance
- EIN
- 262618507
- IRS 990-EZ coverage
- 2023–2024
- Forms available
- Form 990 2022, Form 990-EZ 2024
- Location
- Oakland, CA, USA
- Phone
- 5104447526
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Educational Services and Schools - Other
Reported finances
- Revenue
- $25,504
- Expenses
- $242,994
- Assets
- $236,577
- Liabilities
- $2,593
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Dr Linda Wells (President)
People named in this filing
- Dr Linda Wells (President)
- Dena Hernandez (Treasurer)
- Mairead Walsh (Secretary)
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
We develop the parent leaders who partner with school districts and individual schools to build the power of parents, families, and communities to understand and transform how schools work for student success.
What it reported doing in 2024
In 2025, BA PLAN continued to use the 10 Transformative Family Engagement (TFE) Standards (updated to match the current issues existing with families and schools) that it developed with Parents for schools to better the experiences of students, parents, and school leadership. In creating a combined and updated scholar lily/data-driven curriculum for Real Parent Engagement and Strategies for Early Education, BA PLAN has shared its expanded mission with our new partners. They are as listed 1) Shared Decision-Making, 2) Communication & Language Access, 3) Student & Family Leadership, 4) Educator Recruitment & Retention, 5) Partnerships for Teaching & Learning, 6) Services to Students & Families, 7) School-wide Social & Emotional Behavior Development, 8) School, District, and Community Professional Learning, 9) Culture, Climate, and Relationships, and 10) Continuous improvement & System wide Capacity Building.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- 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
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 73
- Transparency & Controls: 100
- Sustainability: 18
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 28.8%; rating input score 29
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: -852.8%; rating input score 2; 2nd percentile among comparable filings
- Total-asset coverage ratio: 0.97; rating input score 46; 46th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 28; 28th percentile among comparable filings
- Officer compensation ratio: 74.1%; rating input score 1; 1st percentile among comparable filings
Growth
- Program expense growth: -18% per year; rating input score 0; 19th percentile among comparable filings
- Revenue growth: -3.7% per year; rating input score 0; 38th percentile among comparable filings
- Asset growth: 3.9% per year; rating input score 100; 54th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 28.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $70K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 2 filing years from 2023 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- 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 — Financial Efficiency: Program expense ratio scored 29/100.
- High — Sustainability: Operating margin scored 2/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
- High — Sustainability: Officer compensation ratio scored 1/100.
- High — Sustainability: Liabilities to assets ratio scored 28/100.