Pta California Congress of Parents Teachers A
Nonprofit profile at a glance
- EIN
- 330852880
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2013
- Location
- Fullerton, CA, USA
- Phone
- 7144472850
- Rating
- 66
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $65,911
- Expenses
- $62,047
- Assets
- $56,832
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- KATIE MCCORMICK FUREY (PRESIDENT)
- MELISSA AGUILAR (VICE PRESIDENT)
People named in this filing
- KATIE MCCORMICK FUREY (PRESIDENT)
- MELISSA AGUILAR (VICE PRESIDENT)
- JOANN SEO (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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Beechwood ptsa provides both youth and adult members the opportunity to make a difference, ptsa builds community and memories with family events, local outreach and school spirit. Beechwood school student members can develop leadership skills, learn about the legislative process, increase their self-esteem and contribute to the school. Adult members gain a new perspective for program development, as well as acquire a better understanding of the youth of today.
What it reported doing in 2024
Provided yearbooks for students to purchase. Hosted bookfairs to promote literacy and love of learning. Provided planners for students. Sponsored teacher appreciation week.
Operating model
- Revenue model
- Other-operating. 96% of the money available for current operations came from other operating revenue.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
SUPPORTED - The filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 59
- Transparency & Controls: 82
- Sustainability: 54
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 94.1%; rating input score 94
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 5.9%; rating input score 56; 56th percentile among comparable filings
- Total-asset coverage ratio: 0.92; rating input score 44; 44th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -75% per year; rating input score 0; 5th percentile among comparable filings
- Revenue growth: -1.1% per year; rating input score 0; 47th percentile among comparable filings
- Asset growth: 11.3% per year; rating input score 100; 75th percentile among comparable filings
Details
- Where the money goes: 94.1% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 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.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Operating margin scored 56/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.