Mira Monte School Pto

Nonprofit profile at a glance

EIN: 134262929
IRS 990-EZ coverage: 2014–2024
Forms available: Form 990 2018, Form 990-EZ 2024
Location: Ojai, CA, USA
Phone: 8056541040
Rating: 84
Verdict: STRONG
Rating confidence: Moderate
Sector: Education N.E.C.

Reported finances

Revenue: $29,502
Expenses: $58,168
Assets: $71,921

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

Leadership & pay

4 people listed

Executive titles in this filing

KATIE WALKER (President)
CATHERINE ANTELMAN DEGUZMAN (Vice President)

People named in this filing

KATIE WALKER (President)
SHANA GADLEY (Treasurer)
KATHY SMITH (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

The relationship within the mira monte community, which includes students, teachers, staff, parents, and patrons, are a vital influence on the success of our children's futures. Our purpose is to foster a sense of support, pride and enthusiasm. Through fund-raising and family activities, we will promote positive school/community relationships that enhance our children's educational environment.

What it reported doing in 2024

Education programs

Operating model

Revenue model: Other-operating. 93% 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. Expenses are high relative to revenue and program spending has declined or grown slowly.

Rating breakdown

Financial Efficiency: 100
Transparency & Controls: 82
Sustainability: 26
Growth: 0

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: 100%; rating input score 100; 52nd percentile among comparable filings
Major donor itemization: Limited

Sustainability

Operating margin: -97.2%; rating input score 8; 8th percentile among comparable filings
Total-asset coverage ratio: 1.24; rating input score 52; 52nd 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: -11.4% per year; rating input score 0; 25th percentile among comparable filings
Revenue growth: -12.9% per year; rating input score 0; 20th percentile among comparable filings
Asset growth: -6.8% per year; rating input score 0; 21st 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 · $58K in reported program spending
Leadership: top reported pay $0 · 4 people listed
Consistency: 6 of 6 current checks pass
Schedules: 3 filed schedules
Filing history: 9 filing years from 2014 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 8/100.
High — Growth: Program expense growth scored 0/100.
High — Growth: Revenue growth scored 0/100.
High — Growth: Asset growth scored 0/100.
Review — Sustainability: Total-asset coverage ratio scored 52/100.
Review — Sustainability: Officer compensation ratio scored 56/100.