PTA California Congress of Parents Cordillera Elementary PTA

Nonprofit profile at a glance

EIN
901184409
IRS 990-EZ coverage
2018–2020
Forms available
Form 990 2017, Form 990-EZ 2020
Location
Mission Viejo, CA, USA
Phone
9498303400
Rating
83
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$17,786
Expenses
$67,139
Assets
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • June Renna (President)
  • Karen Egley (Vice President)

People named in this filing

  • June Renna (President)
  • Karen Egley (Vice President)
  • Nancy Lopez (Treasurer)

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 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Raises funds to pay for programs that are not funded by the Saddleback Valley Unified School District. The funds go directly to help the approximately 650 students of Cordillera Elementary.

What it reported doing in 2020

Raises funds to pay for programs that are not funded by the Saddleback Valley Unified School District. The funds go directly to help the approximately 650 students of Cordillera Elementary. Continued various programs like Art Masters, Family Fun Nights, Book Fairs, Carnivals and resources for all of the classrooms and library. Unfortunately, after 50 years, Cordillera Elementary School is closing due to a reduction in enrollment and this will be the last year of the PTA. The ending funds were transferred to the PTA were the kids will be enrolled for the upcoming school year.

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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 99
  • Transparency & Controls: 82
  • Sustainability: 10
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 97.7%; rating input score 98

Transparency & Controls

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

Sustainability

  • Operating margin: -277.5%; rating input score 6; 6th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 2; 2nd 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: -2.3% per year; rating input score 0; 55th percentile among comparable filings
  • Revenue growth: -20.4% per year; rating input score 0; 20th percentile among comparable filings
  • Asset growth: -49.8% per year; rating input score 0; 3rd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 97.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $66K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2018 to 2020
  • 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 — Sustainability: Operating margin scored 6/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 2/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.