Pta California Congress Fourth District Pta
Nonprofit profile at a glance
- EIN
- 952467018
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024
- Location
- Santa Ana, CA, USA
- Phone
- 7142410495
- Rating
- 62
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $179,961
- Expenses
- $165,134
- Assets
- $346,755
- Liabilities
- $67,602
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- Ellen Gravitt (President)
- Vickie Waldo (Executive Vice President)
- Cheri Jones (Immediate Past President)
People named in this filing
- Ellen Gravitt (President)
- Vickie Waldo (Executive Vice President)
- Candace Slusser (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
Schedule O
What it reported doing in 2024
Administrative Dinner, Honorary Awards, Installation, Reflections Art Program, Holiday Meeting.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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 - The filed numbers largely add up and total assets are large relative to annual expenses, but may not be spendable cash. 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: 48
- Transparency & Controls: 82
- Sustainability: 60
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 47.1%; rating input score 47
- Program expense ratio: 51.4%; rating input score 51
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 8.2%; rating input score 55; 55th percentile among comparable filings
- Total-asset coverage ratio: 2.1; rating input score 82; 82nd percentile among comparable filings
- Liabilities to assets ratio: 0.19; rating input score 18; 18th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: -1.4% per year; rating input score 0; 26th percentile among comparable filings
- Revenue growth: 1.1% per year; rating input score 100; 26th percentile among comparable filings
- Asset growth: -3% per year; rating input score 0; 20th percentile among comparable filings
Details
- Where the money goes: 47.1% of revenue deployed · 51.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $85K in reported program spending
- Leadership: top reported pay $0 · 14 people listed
- Consistency: 8 of 8 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 47/100.
- Review — Financial Efficiency: Program expense ratio scored 51/100.
- High — Growth: Program expense growth scored 0/100.
- Review — Sustainability: Operating margin scored 55/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 18/100.