Jack L Weaver PTA
Nonprofit profile at a glance
- EIN
- 956204926
- IRS 990 coverage
- 2012–2024
- Forms available
- Form 990 2024, Form 990-EZ 2020
- Location
- Los Alamitos, CA, USA
- Phone
- 5625441173
- Rating
- 67
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $400,038
- Expenses
- $418,639
- Assets
- $300,989
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Tricia Boylan (President)
- Amanda Baltz (Vice President)
People named in this filing
- Tricia Boylan (President)
- Amanda Baltz (Vice President)
- Robin Yoon (Auditor)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Jack L Weaver PTA exists to promote student welfare and enrichment at Jack L. Weaver Elementary School. All funds raised are used for this purpose.
What it reported doing in 2024
Jack L Weaver PTA is a dynamic parent volunteer organization who supports the students and teachers at Weaver Elementary School. The PTA supports academic and art enriched programs such as the annual STEAM fair, Meet the Masters art program, Pacific Symphony Class Act music program, and Imagination Machine writing program. In addition, we embrace unity through our community programs such as Carnival, Ice Cream social, family movie nights, an annual talent show, Summer Jam, and fifth grade activities and promotion assembly. Our biggest fundraiser is our JogAThon that supports our programs financially as well as brings forth a community of volunteers to cheer on our runners. Weaver PTA strives to be inclusive of all students and their families in participating in each of our programs and activities. We support our veterans with a special Veteran's flag ceremony and our First Responders with a special Red Ribbon flag ceremony. We support our incoming Kindergartners before school even starts so our youngest students will have familiar faces on their first day of school. All in all, Weaver PTA is a community driven organization that celebrates the learning and development of each student on campus.2024 highlights include: a) Family Night Events (Winter Wonderland, Summer Jam, Carnival, Movie Night) to connect our community and celebrate the season.b) Continued to expand and support the Culture Committee to celebrate different perspectives and experiencesc) Supported the 5th grade Weaver Ambassador program that teaches children how to be a leader and make a positive impact in the school community.d) Funded Robotics Club to foster STEM skills by teaching them to design, build and program robots, thereby cultivating essential life skills like problem-solving, critical thinking, creativity, and teamwork through hands-on, collaborative projects.e) Continued to support the overall educational experience for teachers and students by funding field trips, the professional learning community (teacher planning days), supporting the teachers with copying/laminating services, assemblies, student scholarships, and much more.
Operating model
- Revenue model
- Other-operating. 85% 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
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 83
- Accountability: 0
- Sustainability: 41
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 96.9%; rating input score 97
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 92.3%; rating input score 92; 22nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 7th percentile among comparable filings
- Governance controls: 0 of 7 controls in place; rating input score 0
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Fail
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -4.6%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 0.72; rating input score 32; 32nd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: 25.4% per year; rating input score 100; 88th percentile among comparable filings
- Revenue growth: 13.4% per year; rating input score 100; 79th percentile among comparable filings
- Asset growth: 14.6% per year; rating input score 100; 77th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 96.9% of spending went to programs
- Governance: 0 of 10 board members independent · 0 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $406K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 17 of 18 current checks pass · 1 finding to review
- Schedules: 4 filed schedules
- Filing history: 6 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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 — Accountability: Independent voting board scored 0/100.
- High — Accountability: Governance controls: 6 of 6 not reported.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Moderate — Sustainability: Operating margin scored 30/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 32/100.