Proctor Terrace Elementary Parent Teacher Association

Nonprofit profile at a glance

EIN
946173253
IRS 990-EZ coverage
2014–2024
Forms available
Form 990-EZ 2024
Location
Santa Rosa, CA, USA
Phone
7075223240
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$72,221
Expenses
$49,621
Assets
$97,730

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

Leadership & pay

4 people listed

Executive titles in this filing

  • Elly Grogan (President)
  • Erin Matthews (Vice President)

People named in this filing

  • Elly Grogan (President)
  • Erin Matthews (Vice President)
  • Tracey Eaton (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

Provide support for proctor terrace elementary school. The pta supports teachers with curriculum enrichment funds, provides social activities for the student body, supports the playing field at proctor terrace school and provides after school programs. The pta buys books, computers, library supplies, and school supplies. The pta organization funds special bus transportation, and school assembly programs.

What it reported doing in 2024

Provide support for Proctor Terrace Elementary School 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 82
  • Sustainability: 64
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 66.5%; rating input score 66
  • Program expense ratio: 96.7%; rating input score 97

Transparency & Controls

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

Sustainability

  • Operating margin: 31.3%; rating input score 82; 82nd percentile among comparable filings
  • Total-asset coverage ratio: 1.97; rating input score 65; 65th 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: -5.5% per year; rating input score 0; 34th percentile among comparable filings
  • Revenue growth: -1.5% per year; rating input score 0; 45th percentile among comparable filings
  • Asset growth: 8.2% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 66.5% of revenue deployed · 96.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $48K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 10 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 — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.