Ocean Knoll PTA
Nonprofit profile at a glance
- EIN
- 956207662
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990 2023, Form 990-EZ 2024
- Location
- Encinitas, CA, USA
- Phone
- 7609444351
- Rating
- 93
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $162,883
- Expenses
- $178,636
- Assets
- $263,537
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- COURTNEY BUFFETT (President)
- Lauri Tsuijimura (Vice President)
- Blaire Figueroa (Vice President)
- Lauren Andrus (Vice President)
- Shea O'Keefe (Vice President)
- Jessica Melendez (Vice President)
People named in this filing
- Kerry McCullough (Chairman)
- Jamie Richards (Treasurer)
- Stephanie Placek (CFO)
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 promote the welfare of children in home, school, community and place of worship through an educational program of conferences, committees, projects and programs towards teachers, parents and the public.
What it reported doing in 2024
Classroom grants: to promote the welfare of students by providing supplies and materials to their classrooms during the school day.
Operating model
- Revenue model
- Other-operating. 69% 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.
Rating breakdown
- Financial Efficiency: 98
- Transparency & Controls: 93
- Sustainability: 36
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 95%; rating input score 95
Transparency & Controls
- Consistency checks: 90.9%; rating input score 91; 2nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -9.7%; rating input score 16; 16th percentile among comparable filings
- Total-asset coverage ratio: 1.48; 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: 9.5% per year; rating input score 100; 60th percentile among comparable filings
- Revenue growth: 6.4% per year; rating input score 100; 54th percentile among comparable filings
- Asset growth: 7.7% per year; rating input score 100; 54th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 95% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $170K in reported program spending
- Leadership: top reported pay $0 · 16 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 4 filed schedules
- Filing history: 3 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- 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 16/100.