Live Oak Elementary School PTA
Nonprofit profile at a glance
- EIN
- 954206622
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Castaic, CA, USA
- Phone
- 6612574540
- Rating
- 93
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $38,752
- Expenses
- $42,941
- Assets
- $10,232
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- Jen Richard (President)
- Christa Rush (Vice President-Ways and Means)
- Salia Walker (Vice President-Membership)
People named in this filing
- Jen Richard (President)
- Tara Gurney (Treasurer)
- Heather Richardson (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
Child Advocacy, Focusing on Education
What it reported doing in 2024
Student Activities: Provides funding & logistical support for assemblies, field trips, & other student activities, including after school enrichment programs.
Operating model
- Revenue model
- Donor-supported. 100% 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. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 93
- Transparency & Controls: 100
- Sustainability: 34
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 96.4%; rating input score 96
- Program expense ratio: 87%; rating input score 87
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: -10.8%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 0.24; rating input score 18; 18th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 6.1% per year; rating input score 100; 65th percentile among comparable filings
- Revenue growth: 3.8% per year; rating input score 100; 67th percentile among comparable filings
- Asset growth: 4.3% per year; rating input score 100; 55th percentile among comparable filings
Details
- Where the money goes: 96.4% of revenue deployed · 87% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $37K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 4 filed schedules
- Filing history: 14 filing years from 2010 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.
- Moderate — Sustainability: Operating margin scored 30/100.
- High — Sustainability: Total-asset coverage ratio scored 18/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.