Birch Lane Elementary Pta

Nonprofit profile at a glance

EIN
237400575
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Davis, CA, USA
Phone
5307575395
Rating
91
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$78,635
Expenses
$73,876
Assets
$102,562

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

Leadership & pay

11 people listed

Executive titles in this filing

  • ASHLEY PARKER (Vice President)
  • JULIA HEUER (President)
  • JENNIFER MOGHADAM (Vice President)

People named in this filing

  • ASHLEY PARKER (Vice President)
  • JULIA HEUER (President)
  • JENNIFER MOGHADAM (Vice President)

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

Provide funding and enrichment to students and families of birch lane elementary.

What it reported doing in 2024

Approximately 700 enrolled students, staff members and faculty at birch lane elementary were served by the pta during the school year in the form of classroom and program support.the pta funded each classroom as well as programs in reading, art, garden, counseling, speech, science and physical education programs by providing the funds for curriculum supplies and equipment. In addition, the school library as well as classroom field trips, intermediate student planners, crossing guards, and playground monitors were all funded in full or in part by the pta.many of the usual community building and school climate education events were cancelled but the pta began planning alternative ways to keep these two essential elements of the education functioning.

Operating model

Revenue model
Other-operating. 68% of the money available for current operations came from other operating revenue.
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. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 95
  • Transparency & Controls: 100
  • Sustainability: 49
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 93.2%; rating input score 93
  • Program expense ratio: 99.3%; rating input score 99

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: 6.1%; rating input score 56; 56th percentile among comparable filings
  • Total-asset coverage ratio: 1.39; rating input score 55; 55th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -2.5% per year; rating input score 0; 41st percentile among comparable filings
  • Revenue growth: -1.3% per year; rating input score 0; 46th percentile among comparable filings
  • Asset growth: 6.8% per year; rating input score 100; 64th percentile among comparable filings

Details

  • Where the money goes: 93.2% of revenue deployed · 99.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $73K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 12 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 56/100.
  • Review — Sustainability: Total-asset coverage ratio scored 55/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.