Pta Ca Congress of Parents Teachers & St La Costa Heights Pta
Nonprofit profile at a glance
- EIN
- 330169656
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990 2023, Form 990-EZ 2024
- Location
- Carlsbad, CA, USA
- Phone
- 7609444375
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $171,507
- Expenses
- $169,436
- Assets
- $159,771
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- JENNY ADAMS (President)
People named in this filing
- JENNY ADAMS (President)
- LLANA LEMBERGER (EXECUTIVE VP)
- LUCY BATISTA (RECORDING SECRE)
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 provide funding for various programs available to the students of la costa heights as well as provide funding for grants and other monetary request which support the school's curriculum and activities.
What it reported doing in 2024
Amounts paid to fund classrooms, enrichment supplies and consumables, media center, mini grants. Study buddy program, and selecte playground equipment and supplies
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
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 61
- Sustainability: 42
- Growth: 100
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: 75%; rating input score 75; 0th percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 1.2%; rating input score 38; 38th percentile among comparable filings
- Total-asset coverage ratio: 0.94; 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: 20% per year; rating input score 100; 76th percentile among comparable filings
- Revenue growth: 1.1% per year; rating input score 100; 26th percentile among comparable filings
- Asset growth: 10% per year; rating input score 100; 61st percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $180K in reported program spending
- Leadership: top reported pay $0 · 14 people listed
- Consistency: 7 of 8 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 5 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 1 filed related-organization link
- 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 — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
- Moderate — Sustainability: Operating margin scored 38/100.
- Review — Sustainability: Total-asset coverage ratio scored 57/100.