Lunada Bay Elementary Pta
Nonprofit profile at a glance
- EIN
- 956206569
- IRS 990-EZ coverage
- 2024–2024
- Forms available
- Form 990 2023, Form 990-EZ 2024
- Location
- Palos Verdes Est, CA, USA
- Phone
- 3107488376
- Rating
- 85
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $128,213
- Expenses
- $130,377
- Assets
- $194,668
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
17 people listed
Executive titles in this filing
- Mary Friedrich (President)
People named in this filing
- KELLY TABIS (Executive VP)
- KATIE RUSCH (Secretary)
- VANESSA CAREY (Treasurer)
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
The mission of the California state pta is to positively impact the lives of all children and families.
What it reported doing in 2024
Palos verdes peninsula unified school district (pvpusd)- technology, educational software, instructional supplies and cultural enrichment programs including: art at your fingertips, field trips, fine arts program, library books, learning materials, school garden, stem lab, and assemblies. approximately 300 students benefit from these programs.
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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 74
- Sustainability: 42
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 90.9%; rating input score 91; 2nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -1.7%; rating input score 29; 29th percentile among comparable filings
- Total-asset coverage ratio: 1.49; rating input score 72; 72nd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 14.6% per year; rating input score 100; 76th percentile among comparable filings
- Asset growth: 12% per year; rating input score 100; 66th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $130K in reported program spending
- Leadership: top reported pay $0 · 17 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- 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 — Sustainability: Operating margin scored 29/100.