Marguerite Montgomery Elementary School Pta
Nonprofit profile at a glance
- EIN
- 943400565
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Davis, CA, USA
- Phone
- 5307592100
- Rating
- 87
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $72,823
- Expenses
- $97,455
- Assets
- $67,716
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Rebekah Tsai (Vice President)
People named in this filing
- Amanda Cattivera (Fundraising VP)
- Samantha Jones (Treasurer)
- Callie Garritson (Communications)
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
To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth.
What it reported doing in 2024
The Montgomery Elementary PTA served its community of 435 students, and their families, 37% of which are English language learners. Some of our biggest accomplishments in FY23 was expanding and updating our library of Spanish-language books, holding a performance of Baile Folklorico (featuring ~200 students), holding several community-building events such as an end-of-year carnival and family craft nights. We also had a successful fund raising year with our two biggest events being our annual dinner and auction, and our fun run. We also continued our mission of supporting our campus community by providing funds for classroom supplies, instructional material, and field trips.
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 and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 25
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- 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: Limited
Sustainability
- Operating margin: -33.8%; rating input score 17; 17th percentile among comparable filings
- Total-asset coverage ratio: 0.69; rating input score 37; 37th 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: 1.9% per year; rating input score 100; 54th percentile among comparable filings
- Revenue growth: -1.7% per year; rating input score 0; 45th percentile among comparable filings
- Asset growth: 2% per year; rating input score 100; 47th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 99.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $97K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 15 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.
- High — Sustainability: Operating margin scored 17/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.