PTA CA Congress of PTA Monroe Academy PTA

Nonprofit profile at a glance

EIN
901138755
IRS 990-EZ coverage
2023–2023
Forms available
Form 990-EZ 2023, Form 990-N 2022
Location
Fountan Valley, CA, USA
Phone
7146636264
Rating
55
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$41,214
Expenses
$38,301
Assets
$47,112

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • Adriana Vargas (President)
  • Yen Dahl (Vice President)

People named in this filing

  • Adriana Vargas (President)
  • Yen Dahl (Vice President)
  • Janet Sanchez (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 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To enhance children's education experiences by providing supplies, technology, educational events and programs.

What it reported doing in 2023

To develop programs to enhance children's learning experience through red ribbon week, assemblies, international events, etc.

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: 40
  • Transparency & Controls: 82
  • Sustainability: 49
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 39.5%; rating input score 39
  • Program expense ratio: 42.5%; rating input score 42

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 7.1%; rating input score 58; 58th percentile among comparable filings
  • Total-asset coverage ratio: 1.23; rating input score 51; 51st 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: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 39.5% of revenue deployed · 42.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $16K in reported program spending
  • Leadership: top reported pay $0 · 20 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 39/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 42/100.
  • Review — Sustainability: Operating margin scored 58/100.
  • Review — Sustainability: Total-asset coverage ratio scored 51/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.