Montemalaga Elementary Pta

Nonprofit profile at a glance

EIN
946183895
IRS 990 coverage
2015–2024
Forms available
Form 990 2024
Location
Palos Verdes Estates, CA, USA
Phone
3102730248
Rating
57
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$267,240
Expenses
$234,961
Assets
$239,523
Liabilities
$0

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

Leadership & pay

25 people listed

Executive titles in this filing

  • BEE RAREWALA (PRESIDENT)
  • LESLIE CRABTREE (EXECUTIVE VICE PRESIDENT)
  • LINDA IBRAHIM (EXECUTIVE VICE PRESIDENT)

People named in this filing

  • BEE RAREWALA (PRESIDENT)
  • ANITA SREERAMA (1ST VP)
  • JENN WEISHAAR (2ND VP)

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

The organizations primary exempt purpose is student and parent education. Montemalaga elementary school is operated by the pv peninsula unified school district and has approxiamatley 430 students. Through the montemalag pta parents and volunteers provide programs that supplement the pvpusd's goal of providing a comprehensive and enriching experience for the students.

What it reported doing in 2024

Funding educational and student related expenses including purchasing technology supplies and books to be used in the classroom, field trips, assemblies, science labs, gardens, fall festivals.

Operating model

Revenue model
Other-operating. 100% 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

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of voting board members are independent and a relatively small share of available resources goes toward mission work.

Rating breakdown

  • Financial Efficiency: 56
  • Transparency & Controls: 80
  • Accountability: 12
  • Sustainability: 59
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 59.5%; rating input score 59
  • Program expense ratio: 67.6%; rating input score 68
  • Fundraising efficiency: $0 raised per $1 spent on fundraising; rating input score 1; 1st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 88.9%; rating input score 89; 5th 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: 2 of 7 controls in place; rating input score 29
    • 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: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 12.1%; rating input score 63; 63rd percentile among comparable filings
  • Total-asset coverage ratio: 1.02; rating input score 41; 41st 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: 0.7% per year; rating input score 100; 34th percentile among comparable filings
  • Revenue growth: 3% per year; rating input score 100; 41st percentile among comparable filings
  • Asset growth: 18.4% per year; rating input score 100; 83rd percentile among comparable filings

Details

  • Where the money goes: 59.5% of revenue deployed · 67.6% of spending went to programs
  • Governance: 0 of 19 board members independent · 2 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $159K in reported program spending
  • Leadership: top reported pay $0 · 25 people listed
  • Consistency: 11 of 11 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 9 filing years from 2015 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.
  • Review — Financial Efficiency: Mission deployment rate scored 59/100.
  • High — Accountability: Governance controls: 4 of 6 not reported.
  • High — Financial Efficiency: Fundraising efficiency scored 1/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.