PTA CA Congress of Parents Sonoma Mountain Elementary PTA
Nonprofit profile at a glance
- EIN
- 680406175
- IRS 990-EZ coverage
- 2015–2024
- Forms available
- Form 990-EZ 2024
- Location
- Petaluma, CA, USA
- Phone
- 7077654305
- Rating
- 58
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $102,790
- Expenses
- $89,549
- Assets
- $82,807
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Michael Piccione (Vice President)
- Mari Keshishyan-Patrick (President)
People named in this filing
- Lorene Busse (Historian)
- Stephanie Sims (Treasurer)
- Michael Piccione (Vice President)
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
Sonoma Mountain Elementary has a very active group of parents and teachers whose goal is to make our school a great place for learning. We work hard to raise money through various fundraisers to help support the program and activities that enrich our children's lives. We also support activities that help build a strong sense of community. It is the community that we have built that makes SoMo a special place and one that you can be proud you send your child to.
What it reported doing in 2024
Forming a bond between community members, families, students and Sonoma Mountain Elementary School.
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
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 44
- Transparency & Controls: 82
- Sustainability: 54
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 42.1%; rating input score 42
- Program expense ratio: 48.3%; rating input score 48
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 12.9%; rating input score 63; 63rd percentile among comparable filings
- Total-asset coverage ratio: 0.92; rating input score 57; 57th 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: -8.1% per year; rating input score 0; 16th percentile among comparable filings
- Revenue growth: -1% per year; rating input score 0; 17th percentile among comparable filings
- Asset growth: 0.2% per year; rating input score 100; 28th percentile among comparable filings
Details
- Where the money goes: 42.1% of revenue deployed · 48.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $43K 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: 9 filing years from 2015 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 42/100.
- Moderate — Financial Efficiency: Program expense ratio scored 48/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 57/100.